Join National Bank as a Wealth Associate to support investment advisors and enhance client service. In this hybrid role, you will manage client interactions and assist with financial transactions.
As a Wealth Associate, you will work closely with investment advisors, ensuring superior service to clients. Your responsibilities will include handling routine financial transactions, managing client files, and generating portfolio reports. Flexibility in your schedule and a hybrid work model will support your work/life balance while contributing to a positive client impact.
Key Responsibilities:
• Support investment advisors with exceptional client service
• Execute financial transactions including securities purchases
• Process deposits, withdrawals, and currency conversions
• Update and manage client files and reporting
• Organize client meeting schedules and agendas
Requirements:
• Completed diploma in a finance-related field
• Two years of experience in ban...