Coordinate investment account operations for National Bank’s wealth advisors, applying transaction knowledge, compliance awareness, and precise client file management every day.

This Wealth Associate supports the Horizon Advisor and Investment team through financial transaction processing and administrative coordination. You will follow instructions across investment accounts, produce portfolio reports, and maintain accurate client records. French, relevant industry experience, and robust customer service skills are required.

Key Responsibilities:

- Carry out routine securities transaction operations and adjustments
- Process account deposits, withdrawals, transfers, and conversions
- Follow up diligently on investment account instructions
- Manage agendas, appointments,



and client meeting preparation
- Maintain compliance and risk management standards

Requirements:

- Two years’ experience in banking, insurance, or finance
- Related college or university diploma completed
- Canadian Investment Regulatory Exam completed
- Canadian Securities Course or Conduct and Practices Handbook completed
- Excellent Microsoft Office and customer service abilities

Use transaction accuracy, information analysis, and compliance skills to strengthen National Bank wealth management operations and advisor support.

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