Wealth Associate at National Bank
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- Wealth Management, you will play a crucial role in assisting investment advisors. Your focus will be on delivering superior customer service and managing various financial transactions. Key duties include handling client requests, file management, and effective communication with clients and internal collaborators.
Key Responsibilities
• Support investment advisors with customer service inquiries
• Conduct financial transactions including deposits and securities
• Manage client files from analysis to updates
• Schedule appointments and prepare client meeting materials
• Ensure compliance with risk management regulations
Requirements:
• College/university diploma in related field
• Two years’ experience in the banking or financial sectors
• Canadian Securities Course completion
• Proficiency in Microsoft Office Suite
• Strong organizational skills for multitasking Utilize your financial acumen and problem-solving skills to enrich clients’ lives at National Bank.
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