Wealth Associate
As a Wealth Associate, the work 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.
Where the work sits
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.
What helps in this service role
careful practical judgement.
Practical details
- Status: Permanent.
- Schedule: Full-Time.
- Ensure effective communication between all parties (clients, advisors, and various collaborators).
- Provide superior customer service in person, on the phone, and by email.
Job details
- Benefits mentioned: Pension
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