Wealth Management Associates at National Bank use client service and financial transaction skills to support advisors and investment clients. English is required for this role.
Reporting to a regional manager, you will partner with a wealth advisor within National Bank Financial - Wealth Management. Your work supports an exceptional client experience through investment operations, client-file administration, portfolio reporting, and compliance. Collaboration, accountability, and attention to detail are central to the position.
Key Responsibilities: Support investment advisors with client requests and service
Process securities purchases, sales, and transaction adjustments
Execute deposits, withdrawals, transfers, and currency conversions
Analyze, open,



and update client files
Prepare portfolio management reports and client meetings
Requirements: College or university diploma in a related field
Two years of relevant banking, insurance, or financial experience
Canadian Securities Course or Conduct and Practices Handbook completion
Canadian Investment Regulatory Exam completion
Excellent Microsoft Office and customer service skills
Apply wealth management, client service, transaction processing, and compliance skills while supporting National Bank investment advisors.

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