Wealth Management Support Associate

2 days ago


Richmond, Canada National Bank of Canada Full time

A leading financial institution is seeking a Wealth Associate to support investment advisors in delivering exceptional customer service. This role includes carrying out financial transactions, analyzing client files, and ensuring compliance with risk management rules. The ideal candidate will possess a diploma, experience in the financial industry, and fluency in English, Cantonese, and Mandarin. The position offers a hybrid work model and a comprehensive benefits package, emphasizing work/life balance.
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