Wealth Associate at National Bank

Join National Bank as a Wealth Associate, where exceptional customer service meets financial expertise in a hybrid work environment. Collaborate with investment advisors to provide superior support and service.

As a Wealth Associate, you will partner with wealth advisors to enhance client experiences. Your focus will be on executing financial transactions, managing client files, and producing insightful portfolio management reports. This role requires a combination of strong interpersonal skills and meticulous attention to compliance and risk management, ensuring clients receive the best service possible.

Key Responsibilities: • Support investment advisors with exceptional customer service • Execute financial transactions, including purchases and sales • Manage deposits, withdrawals, and currency conversions • Analyze and update client files effectively • Prepare comprehensive portfolio management reports

Requirements: • Completed diploma or degree in a relevant field • Two years of experience in banking or financial industries • Completion of Canadian Securities Course (CSC) • Proficient in Microsoft Office suite • Excellent customer service and communication skills

Bring your skills in customer-focused service and financial transactions to make a meaningful difference for clients at National Bank. #J-18808-Ljbffr