Wealth Management Associate roles at National Bank emphasize client service, investment transactions, and detailed administrative coordination. You will support advisors while collaborating with clients and colleagues.

As a Wealth Associate with National Bank Financial - Wealth Management, you will partner with a wealth advisor and report to the regional manager. Your work supports client requests, securities transactions, investment account instructions, client files, meetings, compliance, and portfolio reporting. The position requires financial industry knowledge, robust organization, and Microsoft Office expertise.

Key Responsibilities:

- Support investment advisors with superior customer service
- Process securities purchases, sales, and transaction adjustments
- Execute deposits, withdrawals, transfers,



and currency conversions
- Analyze, open, and update client files
- Prepare meetings, manage agendas, and schedule appointments

Requirements:

- Related college or university diploma
- Two years of relevant banking, insurance, or financial experience
- Completed Canadian Securities Course or Conduct and Practices Handbook Course
- Completed Canadian Investment Regulatory Exam
- Excellent Microsoft Office and customer service skills

Apply wealth management expertise, transaction accuracy, and client-focused service while supporting National Bank advisors and investment clients.

📌 Wealth Management Associate National Bank (Victoria)
🏢 National Bank of Canada
📍 Victoria