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 environment. 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.

📌 Wealth Associate at National Bank (London)
🏢 CanadianNanny.ca
📍 London