Job Description
Become a Wealth Associate with National Bank and support investment advisors in delivering top-tier client service. This role combines customer interaction with financial operations.
At National Bank Financial, you will contribute significantly to the Wealth Management division, assisting with client service and managing financial transactions. You'll work closely with wealth advisors, ensuring an exceptional client experience while adhering to regulatory standards. Your ability to multitask and analyze information will ensure smooth operations for over 400,000 clients across Canada.
Key Responsibilities:
• Collaborate with advisors to enhance customer satisfaction
• Execute financial transactions accurately and efficiently
• Maintain client files and ensure thorough follow-up
• Schedule meetings and prepare detailed client agendas
• Uphold compliance and risk management standards
Requirements:
• College/university diploma in finance or related field
• Two...
At National Bank Financial, you will contribute significantly to the Wealth Management division, assisting with client service and managing financial transactions. You'll work closely with wealth advisors, ensuring an exceptional client experience while adhering to regulatory standards. Your ability to multitask and analyze information will ensure smooth operations for over 400,000 clients across Canada.
Key Responsibilities:
• Collaborate with advisors to enhance customer satisfaction
• Execute financial transactions accurately and efficiently
• Maintain client files and ensure thorough follow-up
• Schedule meetings and prepare detailed client agendas
• Uphold compliance and risk management standards
Requirements:
• College/university diploma in finance or related field
• Two...