Enhance your career in wealth management with National Bank as a Wealth Associate, dedicated to providing top-tier customer service. Collaborate with wealth advisors to create lasting relationships with clients.

As a key team member in National Bank Financial – Wealth Management, you’ll support investment advisors in delivering superior client experiences. This role involves managing financial transactions, organizing client meetings, and ensuring compliance with industry standards. Your contributions will directly impact client satisfaction and trust, making your efforts pivotal to the team’s success.

Key Responsibilities:
• Assist investment advisors in delivering exceptional customer service
• Conduct routine operations such as securities transactions
• Manage deposits, withdrawals,



and currency conversions
• Analyze and update client files thoroughly
• Schedule appointments and prepare client meeting materials

Requirements:
• Diploma in a related field is required
• Two years of relevant financial industry experience
• Certification in Canadian Securities Course preferred
• Proficiency in Microsoft Office suite essential
• Solid customer service and communication skills required

Leverage your financial expertise and commitment to client service at National Bank to foster rewarding client relationships.
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📌 Wealth Associate at National Bank (Ontario)
🏢 National Bank of Canada
📍 Ontario