Enhance your career in wealth management with National Bank as a Wealth Associate, dedicated to providing top-tier customer service. Collaborate with wealth advisors to create lasting relationships with clients.As a key team member in National Bank Financial – Wealth Management, you'll support investment advisors in delivering superior client experiences. This role involves managing financial transactions, organizing client meetings, and ensuring compliance with industry standards. Your contributions will directly impact client satisfaction and trust, making your efforts pivotal to the team's success.Key Responsibilities:Assist investment advisors in delivering exceptional customer serviceConduct routine operations such as securities transactionsManage deposits,



withdrawals, and currency conversionsAnalyze and update client files thoroughlySchedule appointments and prepare client meeting materialsRequirements:Diploma in a related field is requiredTwo years of relevant financial industry experienceCertification in Canadian Securities Course preferredProficiency in Microsoft Office suite essentialStrong customer service and communication skills requiredLeverage your financial expertise and commitment to client service at National Bank to foster rewarding client relationships.

📌 Wealth Associate At National Bank (Oakville)
🏢 National Bank of Canada
📍 Oakville