Elevate your career with National Bank as a Wealth Associate, where exceptional customer service and collaboration with wealth advisors are key. This full-time, onsite role allows you to make a lasting impact on client relationships.
As a Wealth Associate, you'll support investment advisors in delivering top-notch service. Your expertise will be crucial in managing financial transactions, analyzing client files, and scheduling meetings. Strong organizational skills and financial industry knowledge will enable you to thrive in this dynamic environment.
Key Responsibilities:
- Support investment advisors with customer service excellence
- Manage financial transactions like purchases and sales
- Update and analyze client files efficiently
- Schedule appointments and prepare meeting materials
- Communicate effectively with clients and internal teams
Requirements:
- Two years of relevant banking or financial experience
- Completed Canadian Securities Course or equivalent
- Proficient in Microsoft Office suite
- Strong organizational abilities for managing priorities
- Knowledge of financial planning and insurance
Join a culture that inspires positive client impacts through collaboration and empowerment.
Wealth Associate at National Bank in Richmond Hill 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.
