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Wealth Associate: Client Service & Portfolio

Job in Barrie, Ontario, A4N, Canada
Listing for: National Bank
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Associate: Client Service & Portfolio Support
A leading financial institution in Canada is seeking a Wealth Associate dedicated to supporting investment advisors and ensuring exceptional customer service. This role involves managing client transactions and maintaining compliance while providing superior client support. Candidates should possess a relevant diploma and prior experience in the financial industry, alongside excellent organizational and communication skills. Join the team to help make a positive impact on clients' lives and promote inclusivity in a barrier-free workplace.
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Position Requirements
10+ Years work experience
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