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 transparent client communication. Technology, Excel, organization, and attention to detail are central to completing work accurately. Prepare account openings, updates, forms, and supporting documents Produce portfolio reports, statements, tax slips, and client documents Two years of relevant financial services or administrative experience Excellent Microsoft Office knowledge, especially Excel Apply your wealth management operations, documentation, and client-service strengths while supporting accurate outcomes for National Bank clients. #
📌 Operations Associate Investment Management (Canada)
🏢 National Bank of Canada
📍 Canada
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