Elevate your career with National Bank as a Wealth Associate. This full time role emphasizes client service and support for Wealth Advisors while offering opportunities for growth in wealth management.

Join the Angus Watt Advisory Group, where you can develop your skills and insights in a supportive workplace. As a Wealth Associate, you will play a key role in coordinating client service and managing client accounts. This position is an excellent start for those interested in establishing a career in financial planning and wealth advisory.

Key Responsibilities:
Provide responsive client service via phone, email, and in-person
Assist Wealth Advisors in meeting preparation and documentation
Maintain and update client files and account activities




Ensure compliance with policies and risk management practices
Keep clients informed about service requests and account status

Requirements:
College diploma in a related field
One year of experience in client service or banking operations
Robust communication and interpersonal skills
Proficient in Microsoft Office applications
Attention to detail and organization skills

Leverage your client-focused skills and contribute to the Angus Watt Advisory Group while developing in wealth management.
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📌 Wealth Associate At National Bank Ottawa
🏢 Securiguard
📍 Ottawa