Elevate client experiences as a Wealth Associate with National Bank. In this onsite full-time role, you'll support investment advisors by delivering exceptional customer service, ensuring efficient financial operations, and more.
As a Wealth Associate with National Bank, you will collaborate with investment advisors to provide top-notch service to clients. This position requires you to manage financial transactions, maintain client records, and assist in client communications effectively. Your exceptional organizational skills will ensure a seamless client experience in a fast-paced financial environment.
Key Responsibilities:
- Support investment advisors in superior customer service
- Process financial transactions such as securities trades
- Manage investments including deposits and withdrawals
- Analyze and update client files accurately
- Prepare reports on portfolio management
Requirements:
- College/university diploma in a related field
- 2 years of relevant experience in financial services
- Completion of Canadian Securities Course and CIRE
- Strong organizational skills and knowledge of Microsoft Office
- Proficiency in financial planning and insurance
Showcase your communication skills and financial expertise as a Wealth Associate at National Bank, where client dedication matters.
Wealth Associate at National Bank in Mississauga employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
