Accuracy and client service define this Wealth Associate position at National Bank, supporting Wealth Advisors in Winnipeg with operational follow-through.
You will work with a small advisory team in Wealth Management. The position involves account instructions, documentation, transactions, service requests, and clear client communication. Technology, Excel, organization, and attention to detail are central to completing work accurately.
Key Responsibilities: Support Wealth Advisors with timely, qualified client service
Process deposits, withdrawals, transfers, and currency conversions
Prepare account openings, updates, forms, and supporting documents
Monitor instructions, identify delays, and follow up internally
Produce portfolio reports, statements,



tax slips, and client documents
Requirements: Related college or university diploma
Two years of relevant financial services or administrative experience
Completed CSC or Conduct and Practices Handbook Course
Excellent Microsoft Office knowledge, especially Excel
Strong organization, communication, and attention to detail
Apply your wealth management operations, documentation, and client-service strengths while supporting accurate outcomes for National Bank clients.

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