Associate Wealth Advisor – Private Banking 1859
3 days ago
Associate Wealth Advisor – Private Banking 1859 A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. You will collaborate closely with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to deliver tailored investment and wealth planning solutions, while offering exceptional client experience. Responsibilities Support the needs of high-net-worth clients and our growth initiatives by managing relationships with internal and external partners. Collaborate with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to: Develop customized portfolio strategies aligned with client objectives. Analyze client investment and wealth planning needs and prepare personalized presentation materials. Monitor investment portfolios and adapt solutions based on evolving client needs. Execute market transactions with precision and maintain strong knowledge of fixed income and equity markets as well as financial planning principles. Stay informed on market trends and investment offerings through CIO, National Bank Investments and Economist and Research group publications. Contribute to business development and client acquisition efforts. Your Team You will join the Private Banking 1859 Wealth Group, a team recognized for its expertise and dedication to client success. This position is based in Calgary and may involve travel across Western Canada. Prerequisites Bachelor’s degree in a related field and 7+ years of relevant experience, or Master’s degree with 5+ years of experience. Strong knowledge and interest in investment products, financial markets, economics, and financial planning principles. Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH). Advanced skills in PowerPoint and Excel for client presentations and analysis. Familiarity with Refinitiv Workspace an asset. Professional designations such as CFA, CIM, CFP, or CPA are highly desirable. Experience working with ultra-high-net-worth clients, entrepreneurs, or family offices. Ability to develop trusting and lasting relationships. Benefits 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 Additional required languages: English Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance and Sales Industry Banking #J-18808-Ljbffr
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Calgary, Canada Banque Nationale du Canada Full timeAssociate Wealth Advisor – Private Banking 1859 Hybrid Job number 29507 Category Professional Status: Permanent Schedule: Full-Time 14-Nov-2025 Area(s) of interest: Wealth management A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. You will collaborate...
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Calgary, Canada Banque Nationale du Canada Full timeAssociate Wealth Advisor – Private Banking 1859 Hybrid Job number 29507 Category Professional Status: Permanent Schedule: Full-Time 14-Nov-2025 Area(s) of interest: Wealth management A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. You will collaborate closely...
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Calgary, Canada National Bank Full timeAttendance Hybrid Job number 29507 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Nov-2025 Area(s) of interest: Wealth management Location(s): Calgary A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial...
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Calgary, Canada NATIONAL BANK OF CANADA Full timeAttendance Hybrid Job number 29507 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Nov-2025 Area(s) of interest: Wealth management Location(s): Calgary A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for...
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Calgary, Canada National Bank Full timeAttendance Hybrid Job number 29507 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Nov-2025 Area(s) of interest: Wealth management Location(s): Calgary A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for...
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Calgary, AB TP B, Canada National Bank of Canada Full timeAttendance: Hybrid Employment Category: Professional Type of Contract: Permanent Benefits for vendors:A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. You will collaborate closely with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning...
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Banking Associate, Private Banking 1859
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Calgary, Canada National Bank of Canada Full timeJoin to apply for the Banking Associate, Private Banking 1859 role at National Bank of CanadaJoin to apply for the Banking Associate, Private Banking 1859 role at National Bank of CanadaGet AI-powered advice on this job and more exclusive features.Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal...
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Banking Associate
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Calgary, Canada National Bank Full timeAttendance Hybrid Job number 29887 Category Professional Status: Temporary 12 months Type of Contract Temporary Number of months 12 months Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 03-Dec-2025 Area(s) of interest: Advisory services, Personal banking Location(s): Calgary Banking Associate, Private Banking 1859 Private Banking 1859...
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Banking Associate
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Calgary, Canada National Bank of Canada Full timeJoin to apply for the Banking Associate role at National Bank of Canada Private Banking 1859 provides a boutique, red carpet experience to ultra‑high net worth clients with personal banking, business needs, wealth management, estate, and tax planning. Private Banking 1859 is part of National Bank of Canada – an award‑winning employer headquartered in...
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Private Wealth Credit Solutions Associate
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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...
