Wealth Associate

The Wealth Associate position centres on national Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. It would suit someone who can bring clear communication, patience, and reliable follow-through to the role.

Known job details

• Contract: Part-time or full-time
• Work model: Remote
• Status: Permanent.
• Schedule: Full-Time.
• In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
• Ensure effective communication between all parties (clients, advisors, and various collaborators).

Likely focus of the role

• National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada.
• We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.