Join National Bank as a Wealth Associate and provide exceptional client support. You'll work closely with wealth advisors to deliver superior financial services and meet client needs.

This full-time role at National Bank’s Wealth Management team offers the chance to enhance customer interactions in a collaborative setting. Your responsibilities include managing client files, financial transactions, and appointments, while you gain hands-on experience in the industry. Ensure compliance with risk management rules while supporting investment advisors in delivering top-notch service.

Key Responsibilities:
• Support investment advisors with exceptional customer service
• Manage routine financial operations including transactions




• Carry out client account instructions accurately
• Analyze and update client files regularly
• Organize and prepare for client meetings effectively

Requirements:
• College or university diploma in a related field
• Two years of relevant banking or financial experience
• Completion of Canadian Securities Course and other certifications
• Proficient in Microsoft Office suite
• Strong communication and multitasking abilities

Elevate client satisfaction and deliver essential financial support with National Bank as a Wealth Associate.
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📌 Wealth Associate at National Bank (Ontario)
🏢 CanadianNanny.ca
📍 Ontario