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Wealth Management Advisor

1 month ago

Vancouver, British Columbia, Canada NBC Full time
Job Summary

As a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors to deliver exceptional customer service and help clients achieve their financial goals.

Key Responsibilities:

  • Support Investment Advisors
  • Carry out routine operations related to financial transactions
  • Analyze, open, and update client files
  • 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 industry
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

What We Offer:

  • Competitive compensation
  • Flexible benefits package
  • Opportunities for professional growth and development