Accuracy and client service define this Wealth Associate position at National Bank, supporting Wealth Advisors in Winnipeg with operational follow-through.
You will work with a small advisory team in Wealth Management. The position involves account instructions, documentation, transactions, service requests, and clear client communication. Technology, Excel, organization, and attention to detail are central to completing work accurately.
Key Responsibilities:
- Support Wealth Advisors with timely, professional client service
- Process deposits, withdrawals, transfers, and currency conversions
- Prepare account openings, updates, forms, and supporting documents
- Monitor instructions, identify delays, and follow up internally
- Produce portfolio reports, statements, tax slips, and client documents
Requirements:
- Related college or university diploma
- Two years of relevant financial services or administrative experience
- Completed CSC or Conduct and Practices Handbook Course
- Excellent Microsoft Office knowledge, especially Excel
- Strong organization, communication, and attention to detail
Apply your wealth management operations, documentation, and client-service strengths while supporting accurate outcomes for National Bank clients.
Wealth Management Operations Associate in Winnipeg 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.
