Wealth Management Associate Role

Pursue a fulfilling career as a Wealth Management Associate at National Bank. Collaborate with wealth advisors in a hybrid work setting, enhancing client service through dedicated support and efficiency.
In this exciting opportunity at National Bank Financial – Wealth Management, you will assist investment advisors with client interactions and financial transactions. Your background in banking or finance over the last two years will empower you to take on tasks such as analyzing client files, producing management reports, and overseeing compliance procedures. The position thrives on teamwork and meticulous attention to detail.
Key Responsibilities:
• Provide exceptional customer service to clients
• Execute financial transactions like sales and purchases
• Manage and assess client files for accuracy
• Create portfolio management reports for clients
• Administer scheduling and client meeting preparations
Requirements:
• Diploma in a relevant field like finance...