Wealth Client Services & Operations Associate

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

Benefits offered by this job

Health benefits

Pension plan

Employee share ownership plan

Telemedicine service

Employee assistance program

Flexible banking services

Job summary

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors, handle routine financial transactions, and maintain client files with meticulous attention to detail.

You will generate portfolio reports, manage meeting schedules, and ensure compliance. Strong MS Office skills and CSC/CIRE exam completion are preferred; two years' experience required.

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in banking, back office, insurance, or financial industry.
• CSC and/or CCP Course completion.
• CIRE: Canadian Investment Regulatory Exam completion.
• Excellent knowledge of the Microsoft Office suite.

Responsibilities

• Support investment advisors by delivering superior client service and addressing client requests.
• Carry out routine financial transactions and necessary adjustments.
• Execute deposits, withdrawals, transfers, and currency conversions for investment accounts.
• Analyze, open, and update client files.
• Produce portfolio management reports.
• Manage client files, schedule appointments, and prepare meetings.
• Ensure compliance and risk management adherence.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Detail-oriented

Learning Agility

multitasking

Organization Skills

Problem Solving

Education

College/university diploma in a related field

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course

CIRE: Canadian Investment Regulatory Exam

Microsoft Office proficiency

Job description

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors, handle routine financial transactions, and maintain client files with meticulous attention to detail.

You will generate portfolio reports, manage meeting schedules, and ensure compliance. Strong MS Office skills and CSC/CIRE exam completion are preferred; two years' experience required.