Wealth Management Associate - Client Service & Ops (Hybrid) in Surrey

Wealth Management Associate - Client Service & Ops (Hybrid) in Surrey

Surrey Full-Time On-site
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National Bank of Canada Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating activities across the team.

You will help prepare client analyses, process investment transactions, and maintain client files, while ensuring compliance and risk management practices are followed. The role offers hybrid work options and opportunities to grow within a major Canadian financial institution.

Wealth Management Associate - Client Service & Ops (Hybrid) in Surrey 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.

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Contact Details:

National Bank of Canada Recruitment Team