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.
J-18808-Ljbffr
📌 Wealth Client Services Associate Ontario
🏢 Banque Nationale du Canada
📍 Ontario
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.