Wealth Associate – Hybrid Support for Advisors

3 days ago


Kirkland, Canada National Bank of Canada Full time

A leading financial institution in Canada seeks a Wealth Associate to support investment advisors and deliver outstanding customer service. This role involves financial transaction management, client file upkeep, and collaboration with wealth advisors to enhance client experiences. Candidates should have relevant educational qualifications, customer service experience, and a strong knowledge of Microsoft Office. The position offers a hybrid work model, promoting work/life balance and various employee benefits.
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