Wealth Management Assistant: Client Service

3 days ago

Mississauga, Peel Region, Canada National Bank of Canada Full-time $50,000 - $70,000 Contract
A major financial institution in Peel Region, Mississauga, is seeking a Wealth Associate to provide exceptional support to investment advisors and enhance customer service. This role involves managing client files, executing financial transactions, and ensuring compliance with risk management rules. Applicants should have a diploma in a related field and two years' experience in the banking or financial industry. Benefits include a health program, flexible insurance, and an employee share ownership plan.