National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors, handle routine financial transactions, and maintain client files with meticulous attention to detail.
You will generate portfolio reports, manage meeting schedules, and ensure compliance. Solid MS Office skills and CSC/CIRE exam completion are preferred; two years' experience required.
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📌 Wealth Client Services & Operations Associate (Ontario)
🏢 National Bank of Canada
📍 Ontario
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