Join the Angus Watt Advisory Group at National Bank Financial as a Client-Focused Associate. Be part of a team dedicated to wealth management, investment operations, and exceptional client service. We are seeking an organized and motivated Associate to support Wealth Advisors and enhance client relations.

This role provides an prospect to build your career in wealth management, gaining hands-on experience and learning from industry professionals. You will coordinate client requests, maintain records, and assist in delivering top-notch financial advisory solutions. Key Responsibilities:
Provide skilled and responsive client service
Coordinate calendars and client meeting preparations
Update and maintain client files effectively
Support Wealth Advisors in business development
Ensure compliance with established policies and procedures Requirements:
College diploma in a related field
One year of experience in customer service or financial services
Solid client-service and communication skills
Solid organization and multitasking capabilities
Dependable and accountable in all tasks Enhance your career in wealth management while delivering excellence to our clients at National Bank.

📌 Client Focused Associate At National Bank Edmonton
🏢 National Bank of Canada
📍 Edmonton