Become a Wealth Associate at National Bank and contribute to exceptional financial services. This hybrid role allows you to work closely with wealth advisors, ensuring client requests are met effectively.In your job as a Wealth Associate, you will be instrumental in facilitating superior service for clients while supporting investment advisors. You'll handle a variety of responsibilities from financial transaction management to the administrative organization of client files. A focus on compliance and risk management will be critical to your success in this role.Key Responsibilities:Provide support to investment advisors in client interactionsExecute financial transaction processes meticulouslyProcess client deposits, withdrawals, and currency transactionsAnalyze client files for updates and complianceSchedule and organize client meeting logisticsRequirements:College or university diploma in a relevant fieldTwo years of experience in banking or financial sectorsCanadian Securities Course (CSC) completionProficient user of Microsoft Office suiteStrong customer service backgroundBring your dedication and financial expertise to make a difference at National Bank.

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