National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support wealth advisors and deliver exceptional client service. You will help clients with routine financial transactions, open and update files, and coordinate meetings with wealth advisors.
The role emphasizes collaboration with advisors, strong attention to detail, and adherence to compliance and risk management policies. Prior CSC/CIRE qualifications and proficiency with Microsoft Office are preferred.
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Wealth Associate: Client Service & Portfolio Ops in Saguenay 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
