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.

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