Wealth Associate

3 weeks ago

Oakville, Ontario, Canada National Bank Full time
Job Title: Wealth Associate

At National Bank, we are seeking a highly skilled and motivated Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.

Key Responsibilities:
  • Support wealth advisors in providing superior customer service and meeting client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
  • Analyze and update client files, and produce portfolio management reports
  • Ensure adherence to compliance and risk management rules
Requirements:
  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking, insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills
What We Offer:

As a Wealth Associate at National Bank, you will have the opportunity to work in a dynamic and supportive team environment. We offer a competitive compensation package, including a hybrid work model, flexible leave, and a range of benefits to support your well-being and that of your family.

We are committed to creating an inclusive and accessible workplace where all employees feel valued and empowered to succeed. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

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