Wealth Management Associate National Bank
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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.
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