Elevate client relationships as a Wealth Associate at National Bank. This role demands exceptional customer service and collaboration with wealth advisors to ensure lasting client impact.As a Wealth Associate, you will support investment advisors in delivering superior service and fulfilling client requests. Your responsibilities include managing financial transactions, analyzing client data, and ensuring compliance with risk protocols. Team up with experienced advisors to enhance client experiences through collaboration and proactive service.Key Responsibilities:Assist in delivering exceptional customer service for investment advisorsManage financial transactions,



including purchases and sales of securitiesAnalyze and maintain accurate client files and dataSchedule appointments and prepare for client meetings effectivelyEnsure compliance with all regulatory and risk management guidelinesRequirements:College or university diploma in relevant fieldTwo years of experience in banking or financial sectorCompletion of Canadian Securities Course and Conduct HandbookProficient in Microsoft Office SuiteExcellent customer service and communication skillsEnhance your career in wealth management by supporting client relations at National Bank.

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