Elevate client experiences as a Wealth Associate with National Bank. In this onsite full-time role, you'll support investment advisors by delivering exceptional customer service, ensuring efficient financial operations, and more.
As a Wealth Associate with National Bank, you will collaborate with investment advisors to provide top-notch service to clients. This position requires you to manage financial transactions, maintain client records, and assist in client communications effectively. Your exceptional organizational skills will ensure a seamless client experience in a fast-paced financial environment.
Key Responsibilities:
• Support investment advisors in superior customer service
• Process financial transactions such as securities trades




• Manage investments including deposits and withdrawals
• Analyze and update client files accurately
• Prepare reports on portfolio management
Requirements:
• College/university diploma in a related field
• 2 years of relevant experience in financial services
• Completion of Canadian Securities Course and CIRE
• Robust organizational skills and knowledge of Microsoft Office
• Proficiency in financial planning and insurance
Showcase your communication skills and financial expertise as a Wealth Associate at National Bank, where client dedication matters.
#J-18808-Ljbffr

📌 Wealth Associate at National Bank (Mississauga)
🏢 National Bank of Canada
📍 Mississauga