Job opportunity
Wealth Management Operations Associate
National Bank of Canada
Use systems thinking and Excel in a hybrid Associate role at National Bank Financial – Wealth Management, supporting accurate client service operations. Your attention to detail will help advisors complete financial instructions and maintain reliable records.
This Associate position supports wealth advisors and client accounts from request through completion. You will navigate internal systems, process documentation, analyze information, and follow up with internal partners. The role suits candidates with technology, data, operations, process improvement, or financial services experience who are willing to learn.
Key Responsibilities:
Support advisors with accurate, timely client requests and follow-up
Process deposits, withdrawals, transfers, and currency conversions
Monitor transactions, forms, and requests through completion
Prepare reports, statements, tax slips, and meeting materials
Maintain client information and operational data points
Requirements:
Related college or university diploma
Strong Excel skills and digital literacy
Careful approach to financial transactions and documentation
Problem-solving and professional communication skills
English-language proficiency and willingness to learn
Build a financial services career through wealth management operations, Excel analysis, accurate processing, and client-focused advisor support.
#J-18808-Ljbffr
Apply on source site This Associate position supports wealth advisors and client accounts from request through completion. You will navigate internal systems, process documentation, analyze information, and follow up with internal partners. The role suits candidates with technology, data, operations, process improvement, or financial services experience who are willing to learn.
Key Responsibilities:
Support advisors with accurate, timely client requests and follow-up
Process deposits, withdrawals, transfers, and currency conversions
Monitor transactions, forms, and requests through completion
Prepare reports, statements, tax slips, and meeting materials
Maintain client information and operational data points
Requirements:
Related college or university diploma
Strong Excel skills and digital literacy
Careful approach to financial transactions and documentation
Problem-solving and professional communication skills
English-language proficiency and willingness to learn
Build a financial services career through wealth management operations, Excel analysis, accurate processing, and client-focused advisor support.
#J-18808-Ljbffr