Wealth Management Support Specialist

2 days ago

richmond, metro vancouver regional district, Canada National Bank of Canada Full-time

National Bank of Canada is seeking an Associate in Wealth Management to support wealth advisors by delivering exceptional client service and coordinating activities with clients and collaborators.

You will analyze client accounts, prepare for development activities, and diligently handle investment account transactions while ensuring compliance and policy adherence. Excellent communication in person, phone, and email is essential.