Elevate your career with National Bank as a Wealth Associate, where exceptional customer service and collaboration with wealth advisors are key. This full-time, onsite role allows you to make a lasting impact on client relationships.As a Wealth Associate, you'll support investment advisors in delivering top-notch service. Your expertise will be crucial in managing financial transactions, analyzing client files, and scheduling meetings. Solid organizational skills and financial industry knowledge will enable you to thrive in this dynamic environment.Key Responsibilities:Support investment advisors with customer service excellenceManage financial transactions like purchases and salesUpdate and analyze client files efficientlySchedule appointments and prepare meeting materialsCommunicate effectively with clients and internal teamsRequirements:Two years of relevant banking or financial experienceCompleted Canadian Securities Course or equivalentProficient in Microsoft Office suiteStrong organizational abilities for managing prioritiesKnowledge of financial planning and insuranceJoin a culture that inspires positive client impacts through collaboration and empowerment.

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