Wealth Associate Opportunity with National Bank (Edmonton)

Launch your career in finance as a Wealth Associate at National Bank, where your expertise will support exceptional client service. Collaborate closely with wealth advisors to enhance client satisfaction and financial success. This role focuses on aiding investment advisors while maintaining accurate financial operations. Your key responsibilities include executing transaction adjustments and managing client files effectively. Working within the Wealth Management team, you will contribute to a positive client experience with a commitment to compliance and partnership. Key Responsibilities: - Support wealth advisors in daily client services - Process financial transactions, including securities operations - Maintain accurate records of client accounts - Manage scheduling and preparations for client meetings - Adhere to compliance and risk management standards Requirements: - College diploma in finance or related field - Two years’ experience in a financial services setting - Completion of Canadian Securities Course or relevant training - Proficient in Microsoft Office suite Bring your commitment to exceptional service and financial expertise to the dedicated team at National Bank. Apply on Kit Job: kitjob.ca/job/2pikdl