Wealth Assistant: Elevate Client Experience & Ops

National Bank of Canada; Halifax; On-site; CAD 55,000 - 75,000; Full time

Job summary

The National Bank of Canada seeks a Wealth Associate to collaborate with clients and wealth advisors, delivering exceptional service and supporting investment activities. You will handle routine financial operations, manage client files, prepare reports, and help ensure compliance, working closely with a wealth advisor to enhance the client experience.

This role requires solid knowledge of financial instruments, regulatory standards, and strong client communication, with collaboration across

Qualifications

• Diploma in a related field required.
• Completion of CSC and/or Conduct and Practices Handbook Course.
• Completion of CIRE: Canadian Investment Regulatory Exam.
• MS Office proficiency and client service mindset.

Responsibilities

• Support investment advisors by delivering superior client service and meeting client requests
• Carry out routine financial operations (purchases/sales of securities, adjustments)
• Process deposits, withdrawals, transfers, and currency conversions for investment accounts
• Open, update, and analyze client files
• Produce portfolio management reports
• Manage client file administration including scheduling and meeting prep
• Ensure compliance and risk management rules are followed

Skills

Accountability

Client-focused

Communication

Critical Thinking

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Teamwork

Education

College/university diploma in a related field

CSC and/or Conduct and Practices Handbook Course

CIRE: Canadian Investment Regulatory Exam

Tools

Microsoft Office Suite

Job description

The National Bank of Canada seeks a Wealth Associate to collaborate with clients and wealth advisors, delivering exceptional service and supporting investment activities. You will handle routine financial operations, manage client files, prepare reports, and help ensure compliance, working closely with a wealth advisor to enhance the client experience.

This role requires solid knowledge of financial instruments, regulatory standards, and strong client communication, with collaboration across