Elevate your career as a Wealth Associate with National Bank, providing exceptional customer support in an onsite role. Partner with wealth advisors to make impactful financial decisions for clients.
As a Wealth Associate with National Bank Financial - Wealth Management, you will play a crucial role in assisting investment advisors. Your focus will be on delivering superior customer service and managing various financial transactions. Key duties include handling client requests, file management, and effective communication with clients and internal collaborators.
Key Responsibilities:
- Support investment advisors with customer service inquiries
- Conduct financial transactions including deposits and securities
- Manage client files from analysis to updates
- Schedule appointments and prepare client meeting materials
- Ensure compliance with risk management regulations
Requirements:
- College/university diploma in related field
- Two years' experience in the banking or financial sectors
- Canadian Securities Course completion
- Proficiency in Microsoft Office Suite
- Strong organizational skills for multitasking
Utilize your financial acumen and problem-solving skills to enrich clients' lives at National Bank.
Wealth Associate at National Bank in Richmond Hill employer: Banque Nationale du Canada
At National Bank of Canada, we pride ourselves on fostering a dynamic work culture that prioritizes employee growth and collaboration. As a Senior Advisor in Consumer Protection Compliance, you will benefit from a hybrid work arrangement, allowing for flexibility while engaging with senior leadership and shaping our compliance framework. Our commitment to regulatory excellence and risk management ensures that you will be part of a team that values your expertise and encourages meaningful contributions.
Contact Details:
Banque Nationale du Canada Recruitment Team
