Wealth Associate Role with National Bank
National Bank of Canada • calgary, Canada
Role Description
Launch your career as a Wealth Associate at National Bank, combining client interaction and financial services. In this hybrid role, you'll support wealth advisors in delivering outstanding service.
National Bank Financial – Wealth Management is looking for a Wealth Associate with 3-5 years of experience. Your responsibilities will cover routine financial operations, analyzing client files, and supporting investment advisors in achieving client satisfaction. Your role is crucial in ensuring the meticulous management of client account activities.
Key Responsibilities:
• Assist investment advisors in client service excellence
• Conduct trades and manage financial transactions
• Coordinate deposit, withdrawal, and transfer requests
• Analyze and update client information accurately
• Organize client meetings and manage advisors' schedules
Requirements:
• Relevant diploma in finance or a related area
• At least two years of experience in banking or finance
...
National Bank Financial – Wealth Management is looking for a Wealth Associate with 3-5 years of experience. Your responsibilities will cover routine financial operations, analyzing client files, and supporting investment advisors in achieving client satisfaction. Your role is crucial in ensuring the meticulous management of client account activities.
Key Responsibilities:
• Assist investment advisors in client service excellence
• Conduct trades and manage financial transactions
• Coordinate deposit, withdrawal, and transfer requests
• Analyze and update client information accurately
• Organize client meetings and manage advisors' schedules
Requirements:
• Relevant diploma in finance or a related area
• At least two years of experience in banking or finance
...