Elevate your career as a Wealth Associate with National Bank, providing exceptional customer support in an onsite role. Partner with wealth advisors to make impactful financial decisions for clients.As a Wealth Associate with National Bank Financial - Wealth Management, you will play a crucial role in assisting investment advisors. Your focus will be on delivering superior customer service and managing various financial transactions. Key duties include handling client requests, file management, and effective communication with clients and internal collaborators.Key Responsibilities:Support investment advisors with customer service inquiriesConduct financial transactions including deposits and securitiesManage client files from analysis to updatesSchedule appointments and prepare client meeting materialsEnsure compliance with risk management regulationsRequirements:College/university diploma in related fieldTwo years' experience in the banking or financial sectorsCanadian Securities Course completionProficiency in Microsoft Office SuiteStrong organizational skills for multitaskingUtilize your financial acumen and problem-solving skills to enrich clients' lives at National Bank.

📌 Wealth Associate At National Bank (Richmond Hill)
🏢 Banque Nationale du Canada
📍 Richmond Hill