Use systems thinking and Excel in a hybrid Associate role at National Bank Financial – Wealth Management, supporting accurate client service operations. Your attention to detail will help advisors complete financial instructions and maintain reliable records. This Associate position supports wealth advisors and client accounts from request through completion.

You will navigate internal systems, process documentation, analyze information, and follow up with internal partners. The role suits candidates with technology, data, operations, process improvement, or financial services experience who are willing to learn.

Key Responsibilities: Support advisors with accurate, timely client requests and follow-up Process deposits, withdrawals, transfers, and currency conversions Monitor transactions, forms,



and requests through completion Prepare reports, statements, tax slips, and meeting materials Maintain client information and operational data points Requirements: Related college or university diploma Robust Excel skills and digital literacy Careful approach to financial transactions and documentation Problem-solving and professional communication skills English-language proficiency and willingness to learn Build a financial services career through wealth management operations, Excel analysis, accurate processing, and client-focused advisor support.

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