Elevate client relationships as a Wealth Associate at National Bank. This role demands exceptional customer service and collaboration with wealth advisors to ensure lasting client impact.

As a Wealth Associate, you will support investment advisors in delivering superior service and fulfilling client requests. Your responsibilities include managing financial transactions, analyzing client data, and ensuring compliance with risk protocols. Team up with experienced advisors to enhance client experiences through collaboration and proactive service.

Key Responsibilities:
• Assist in delivering exceptional customer service for investment advisors
• Manage financial transactions, including purchases and sales of securities
• Analyze and maintain accurate client files and data




• Schedule appointments and prepare for client meetings effectively
• Ensure compliance with all regulatory and risk management guidelines

Requirements:
• College or university diploma in relevant field
• Two years of experience in banking or financial sector
• Completion of Canadian Securities Course and Conduct Handbook
• Proficient in Microsoft Office Suite
• Excellent customer service and communication skills

Enhance your career in wealth management by supporting client relations at National Bank.
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📌 Wealth Associate at National Bank (Ontario)
🏢 National Bank of Canada
📍 Ontario