Associate

1 month ago

Calgary Alberta DJ, CA National Bank Part time

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. Working with the Whitehouse Retirement Wealth Group will involve Client and LinkedIn marketing projects. We are looking for part time support on Tuesdays, Wednesdays, & Thursdays for 3-4 hours a day and will be flexible with the right candidate. Previous experience is an asset as well as LinkedIn knowledge and an interest in the Financial Services business. MS, Excel and current computer skills required.

Your job:

  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules

Your team:

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. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • College diploma in a related field
  • At least one year of relevant experience in a related field such as banking operations, customer service, or administration
  • Good knowledge of the Microsoft Office suite
  • Organizational and priority management skills
#INDGP Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

  • Executive Associate

    3 days ago

    Calgary, Alberta, D3J, CA Alberta Health Services Full time

    Working directly with the Zone Medical Director (ZMD), Calgary, the Executive Associate is responsible for providing comprehensive senior administrative management services to the Medical Affairs portfolio. The Executive Associate role involves significant writing, including drafting reports, preparing presentations, and crafting communication materials to...

  • Pets Hotel Associate

    1 month ago

    Calgary, Alberta, D3J, CA PetSmart Full time

    PETS HOTEL ASSOCIATE ABOUT OUR HOTEL: Working at PetSmart is not a job, its a community of those who work together for the love of pets. As a Pets Hotel Associate, youll ensure that pets feel extra loved while they are playing with us and staying with us! Youll build a connection with pet parents to discuss their pets unique personalities and provide a safe...

  • Sales Associate-Chinook Centre

    1 month ago

    Calgary, Alberta, D3J, CA The Children's Place canada Full time

    The Childrens Place (Place)has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability,...

  • PT Seasonal Associate

    1 month ago

    Calgary, Alberta, D3J, CA Hudson's Bay Company Full time

    Address:200-8th Avenue SwLead a Brilliant Career.Bring your authentic self to work everyday, and help our customers express themselves, style their home, and live their life in a way that reflects who they truly are. As a brand, we celebrate the differences that make each and every one of us unique because we believe that people shouldn't fit...

  • Associate Manager, Cosmetics

    1 month ago

    Calgary, Alberta, D3J, CA Hudson's Bay Company Full time

    Address:3625 Shaganappi TrailLead a Brilliant Career.Bring your authentic self to work everyday, and help our customers express themselves, style their home, and live their life in a way that reflects who they truly are. As a brand, we celebrate the differences that make each and every one of us unique because we believe that people shouldn't fit...

  • RESPONd Research and Evaluation Associate

    3 days ago

    Calgary, Alberta, D3J, CA Alberta Health Services Full time

    Have you ever wanted to be a part of improving outcomes for cancer patients in Alberta? Do you have experience with research coordination and evaluation? If so, this opportunity in Cancer Care Alberta is for you. As an important part of the project team, the Research Associate provides oversight and coordination of all evaluation activities associated with...

  • PT Seasonal Sales Associate

    3 days ago

    Calgary, Alberta, D3J, CA Hudson's Bay Company Full time

    Address:3292 Dunmore Road S.E. Medicine Hat ShoppingLead a Brilliant Career.Bring your authentic self to work everyday, and help our customers express themselves, style their home, and live their life in a way that reflects who they truly are. As a brand, we celebrate the differences that make each and every one of us unique because we believe that people...

  • Delivery Support Associate

    4 weeks ago

    Calgary, Alberta, D3J, CA RONA Full time

    Delivery Support Associate (PT Temp) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for...

  • Research Associate Analyst

    3 days ago

    Calgary, Alberta, D3J, CA National Bank Full time

    We are looking for a Research Associate Analyst to join our Financial Markets Equity Research Team in the Pipelines, Utilities & Energy Infrastructure sector. This role reports to the Managing Director, Energy Infrastructure Research in our Calgary office. This position requires an ambitious and self-motivated individual who is comfortable in ambiguous,...

  • Automotive Parts Associate – Deer Foot City

    1 month ago

    Calgary, Alberta, D3J, CA Canadian Tire Corporation Ltd Full time

    Automotive Parts Associate - Deer Foot City Type : Fulltime Location : Calgary Ab Are you looking for a job where you can learn, meet people, have fun, share your ideas and help customers in a family and diverse work environment? Would you like to join one of Canada”s most iconic and trusted companies? We’re 100 years young and we need you!! Job...

  • FT Asset Protection Associate

    3 days ago

    Calgary, Alberta, D3J, CA Hudson's Bay Company Full time

    Address:200-8th Avenue SwLead a Brilliant Career.Bring your authentic self to work everyday, and help our customers express themselves, style their home, and live their life in a way that reflects who they truly are. As a brand, we celebrate the differences that make each and every one of us unique because we believe that people shouldn't fit...

  • Wealth Associate

    4 weeks ago

    Calgary, Alberta, D3J, CA National Bank Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job: Assist the Wealth Advisor in...

  • Associate Director, Oncology Regulatory Medical Writing

    1 month ago

    Calgary, Alberta, D3J, CA Johnson & Johnson Full time

    Apply Now Apply Now Save Saved Open sharing options Share Description Associate Director, Oncology Regulatory Medical Writing At Johnson & Johnson Innovative Medicine, what matters most is helping people live full and healthy lives. We focus on treating, curing, and preventing some of the most devastating and complex diseases of our time....

  • Lumber Yard Associate

    4 weeks ago

    Calgary, Alberta, D3J, CA RONA Part time

    Lumber Yard Associate (Temp PT) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for...

  • Customer Service Associate, Paint/Peak

    1 month ago

    Calgary, Alberta, D3J, CA RONA+ Full time

    Customer Service Associate, Paint/Peak (Rona+ Macleod) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc....

  • Customer Service Associate, Millwork

    1 month ago

    Calgary, Alberta, D3J, CA RONA+ Full time

    Customer Service Associate, Millwork (Peak/Rona+ Macleod) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review,...

  • Customer Service Associate, Flooring

    1 month ago

    Calgary, Alberta, D3J, CA RONA+ Full time

    Customer Service Associate, Flooring (Peak/Rona+ Macleod) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review,...

  • Customer Service Associate

    3 days ago

    Calgary, Alberta, D3J, CA RONA+ Full time

    Customer Service Associate - Flooring, Peak (Rona+ Macleod) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review,...

  • Customer Service Associate, Hardware

    4 weeks ago

    Calgary, Alberta, D3J, CA RONA+ Part time

    Customer Service Associate, Hardware (Peak) Rona + Signal Hill Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary...

  • Customer Service Associate, Electrical

    4 weeks ago

    Calgary, Alberta, D3J, CA RONA+ Part time

    Customer Service Associate, Electrical (Peak) Rona+ Signal Hill Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary...