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Wealth Associate (On-Site) at National Bank Of Canada — NeverHard
Wealth Associate (On-Site) at National Bank Of Canada in West Vancouver, Greater Vancouver. View salary, required skills, and apply on NeverHard.
- Company
- National Bank Of Canada
- Location
- West Vancouver, Greater Vancouver
- Type
- full_time
Attendance On-Site Job number 31610 Category Professional
Status:
Permanent Type of Contract Permanent
Schedule:
Full-Time Full Time / Part Time? Full-Time Posting date 10-Mar-2026
Area(s) of interest:
Wealth management
Location(s):
West Vancouver
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
Support investment advisors in providing superior customer service and be available to meet client requests
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Analyze, open, and update client files
Produce portfolio management reports
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Ensure adherence to compliance and risk managem
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