Wealth Associate
4 days ago
Wealth Associate – National Bank of Canada Join to apply for the Wealth Associate role at National Bank of Canada. 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Responsibilities 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 Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings Ensure adherence to compliance and risk management rules Produce portfolio management reports Prerequisites Completed college and/or university diploma in a related field Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course Excellent knowledge of the Microsoft Office suite Excellent customer service skills 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. Benefits Competitive compensation 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 Work environment We want to contribute to your quality of life by offering you as much flexibility as possible in your work. 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. Additional required languages Cantonese, English, Mandarin Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr
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Wealth Planning Associate
1 week ago
Calgary, Canada Nicola Wealth Full time**About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Private Wealth Credit Solutions Associate
4 days ago
Calgary, Canada The Wealth Council Full timePrivate Wealth Credit Solutions Associate Job ID: 2022-1012 Position Type: Full-time Schedule: 5 days per week (business hours) Location: In person office Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently...
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Private Wealth Credit Solutions Associate
2 days ago
Calgary, Canada The Wealth Council Full timePrivate Wealth Credit Solutions Associate Job ID: 2022-1012 Position Type: Full-time Schedule: 5 days per week (business hours) Location: In person office Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is...
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Associate
4 days ago
Calgary, Canada Richardson Wealth Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors....
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Administrative Associate
2 weeks ago
Calgary, Canada Nicola Wealth Full time**About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Associate
4 days ago
Calgary, Canada Richardson Wealth Full timeJoin to apply for the Associate role at Richardson Wealth 3 days ago Be among the first 25 applicants About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve...
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Elite Private Wealth Credit Specialist
4 days ago
Calgary, Canada The Wealth Council Full timeA financial services firm in Calgary is seeking a Private Wealth Credit Solutions Associate to support high net worth clients with customized banking and credit solutions. The ideal candidate has a strong background in Private Banking, excellent communication skills, and a commitment to client service. This role involves developing banking knowledge,...
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Wealth Management Client Services Specialist
2 days ago
Calgary, Canada Scotia Wealth Management Full timeA financial services company in Calgary is seeking an Administrative Associate to support Wealth Advisors. The ideal candidate will manage client administration processes, ensuring high service standards while collaborating with various teams. Responsibilities include coordinating marketing materials and resolving client inquiries efficiently. Strong...
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Wealth Associate
3 days ago
Calgary, Canada National Bank Full timeAttendance On-Site Job number 29107 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 21-Oct-2025 Area(s) of interest: Wealth management Location(s): Calgary A career as a Wealth Associate at National
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Associate
7 days ago
Calgary, Alberta, Canada Richardson Wealth Full timeAbout UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...
