National Bank of Canada is seeking an Associate in Wealth Management to support wealth advisors by delivering exceptional client service and coordinating activities with clients and collaborators.
You will analyze client accounts, prepare for development activities, and diligently handle investment account transactions while ensuring compliance and policy adherence. Excellent communication in person, phone, and email is essential.
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Wealth Management Support Specialist in Richmond 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.