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Wealth Management Associate
1 week ago
National Bank's Wealth Management division is one of the largest in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across more than 100 branches.
About the TeamYou'll be part of a collaborative and supportive team that's dedicated to helping our clients achieve their financial goals. As a Wealth Associate, you'll work closely with wealth advisors to provide exceptional customer service and support their efforts in managing client relationships.
Your key responsibilities will include:
- Supporting investment advisors in providing superior customer service and meeting client requests
- Carrying out routine operations related to financial transactions, such as purchases and sales of securities
- Ensuring adherence to compliance and risk management rules to maintain a high level of professionalism and integrity
To be successful in this role, you'll need excellent communication and organizational skills, as well as a strong understanding of financial products and services.
We offer a range of benefits to support your physical and mental wellbeing, including health and wellness programs, flexible insurance options, and a generous pension plan.
We're committed to fostering a positive and inclusive work environment that encourages collaboration and growth.
