Wealth Advisor Support At National Bank Edmonton

Overview

Join National Bank as a Wealth Associate and play a crucial role in financial services. Enhance relationships with clients by supporting wealth advisors with exceptional service. As part of the National Bank Financial team, you will assist investment advisors in providing seamless service to a diverse client base across Canada.

Responsibilities

• Facilitate superior service alongside investment advisors
• Process financial transactions, including securities trading
• Manage client fund activities such as deposits and withdrawals
• Create and maintain detailed client management reports
• Book and efficiently organize client meetings

Qualifications

• Related post-secondary diploma required
• Two years in banking or financial roles
• Successful completion of Canadian Securities Course (CSC)
• Proficient in Microsoft Office tools
• Excellent abilities in customer sup...