Enhance client service at National Bank as a Wealth Associate. Collaborate directly with investment advisors to provide top-tier service and streamline financial transactions.

In this role, you will support investment advisors within National Bank Financial - Wealth Management. Your contributions will include handling financial transactions, managing client files, and ensuring compliance with risk management. Your ability to multitask and maintain organization will be essential in contributing to a superior client experience.

Key Responsibilities:
• Support investment advisors with exceptional customer service
• Execute financial transactions and adjustments accurately
• Manage client file administrative tasks and appointments




• Adhere to compliance and risk management rules
• Conduct detailed analysis and updates of client files

Requirements:
• Completed college or university diploma in a related field
• Minimum two years of relevant banking or financial experience
• Completion of Canadian Securities Course and Regulatory Exam
• Proficient in Microsoft Office suite
• Solid communication and organizational skills

Bring your expertise in client service and financial operations to National Bank's team and help create lasting client relationships.
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📌 Wealth Associate with National Bank (Ontario)
🏢 CARE PARTNERS
📍 Ontario