Wealth Associate (On-Site)
Apply with your own terms
Join National Bank as a Wealth Associate in Ottawa, where you'll utilize your skills to work collaboratively with clients and colleagues. In this vital role, you will support wealth advisors by providing exceptional customer service, managing financial operations, and ensuring compliance with industry standards to impact clients positively and long-term.
Key Responsibilities:
- Assist wealth advisors in delivering superior customer service.
- Manage routine financial transactions and client file updates.
- Produce portfolio management reports and handle administrative tasks.
- Contribute to compliance and risk management efforts.
Benefits:
- Competitive compensation and flexible benefits options.
- Opportunities for professional development and community involvement.
- A supportive work-life balance environment with hybrid working arrangements.
? Embark on a fulfilling career as a Wealth Associate at National Bank! Work closely with dedicated wealth advisors to provide outstanding service that impacts clients positively. Benefit from competitive compensation, comprehensive benefits, and a flexible work environment promoting work-life balance. Be part of a bank committed to inclusivity and innovation. ? Join us and realize your ambitions today!
Job offer are open to all, without discrimination and in gender equality.
Throughout the website, gender-specific terms may be used in order to ease the text flow.
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