Become a Wealth Associate at National Bank and make a lasting impact through exceptional client service and teamwork. This hybrid opportunity allows you to excel in client transactions while supporting wealth advisors.
At National Bank Financial, one of Canada's largest investment firms, you will support a wealth advisor in improving client experiences. Your role will include managing financial transactions, analyzing client information, and ensuring adherence to compliance guidelines. Effectively scheduling and preparing for meetings will further enhance your contributions.
Key Responsibilities: • Provide exceptional service to investment advisors and clients • Conduct financial transaction operations, including trades • Fulfill deposit and withdrawal requests with accuracy • Maintain thorough documentation of client files • Coordinate and prepare for client meetings efficiently