Overview
Wealth Associate at National Bank Jobs in Toronto, Canada at National Bank of Canada
Join National Bank as a Wealth Associate and enhance client relationships while delivering exceptional service. In this hybrid role, you will support investment advisors and manage client transactions effectively.
In this position, you will collaborate closely with wealth advisors at National Bank Financial, the fifth largest brokerage in Canada. Your responsibilities will include providing excellent support to ensure timely client requests, managing financial transactions, and keeping client files meticulously organized. Attention to compliance and risk management will be essential for your success.
Key Responsibilities:
• Support investment advisors in superior customer service
• Manage routine financial transactions, including security trades
• Handle deposits, withdrawals, and currency conversions
• Analyze and maintain up-to-date client files
• Schedule appointments and prepare for client meetings
Requirements:
• Completed diploma in a related field
• Two years’ experience in banking or financial industry
• Canadian Securities Course completion preferred
• Proficient in Microsoft Office suite
• Commitment to compliance and risk management
Bring your expertise in wealth management and focus on client service to National Bank Financial.
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Title: Wealth Associate at National Bank
Company: National Bank of Canada
Location: Toronto, Canada
Category:
