Job opportunity
Wealth Client Services & Operations Associate
National Bank of Canada
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.
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Apply on source site 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.
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