Wealth Management Associate Position

Become a Wealth Associate at National Bank and play a crucial role in enriching client experiences through detailed financial support. Partner with investment advisors to ensure exceptional service and satisfaction.
This position is ideal for someone who enjoys working closely with clients and colleagues in a engaging environment. As a Wealth Associate, you'll manage a variety of operational tasks while maintaining high standards in compliance and risk management. Your organizational skills will directly contribute to the success of client interactions and relationships.
Key Responsibilities:
• Support investment advisors with excellent service
• Manage financial transaction operations
• Maintain and analyze client account files
• Schedule and prepare client meetings effectively
• Follow compliance and risk management guidelines
Requirements:
• Completed diploma in finance or related area
• Two years of relevant financial industry experience
• Completio...