Overview
Wealth Associate Jobs in Oakville, Canada at National Bank
Position: Wealth Associate at National Bank
Elevate your career as a Wealth Associate at National Bank, delivering exceptional customer service and support to investment advisors. This hybrid role maximizes client satisfaction while ensuring diligent follow-up on investments.
In this position, you will collaborate with wealth advisors to provide outstanding service, enhancing the client experience. Your responsibilities will include processing financial transactions, managing client files, and producing portfolio reports. With the flexibility of a hybrid work model, you can balance professional and personal life effectively.
Key Responsibilities:
• Support investment advisors with superior customer service
• Process financial transactions, including deposits and transfers
• Analyze and manage client files diligently
• Create detailed portfolio management reports
• Schedule client appointments and prep for meetings
Requirements:
• College diploma or degree in a relevant field
• Minimum two years in banking or the financial industry
• Completion of Canadian Securities Course or equivalent
• Proficient in Microsoft Office Suite
• Strong customer service skills
Become an integral part of the client experience at National Bank as a Wealth Associate.
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Title: Wealth Associate
Company: National Bank
Location: Oakville, Canada
Category:
