Wealth Client Services Associate (Ontario)

Wealth Client Services Associate (Ontario)

08 Oct
|
Banque Nationale du Canada
|
Ontario

08 Oct

Banque Nationale du Canada

Ontario

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service. You will help improve client experiences by coordinating transactions, updating files, and preparing meetings, while ensuring compliance and risk controls.
As part of a close-knit team, you will manage client files, schedule appointments, and communicate with clients, advisors, and partners to align on financial planning and services.

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📌 Wealth Client Services Associate (Ontario)
🏢 Banque Nationale du Canada
📍 Ontario

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