Wealth Management Client Service Associate
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Build exceptional client experiences with 801 Wealth in Calgary through onboarding, meeting coordination, and diligent wealth management administration.
As a Wealth Associate at National Bank Financial, you will work directly with an investment advisor. You will support high-net-worth clients through attentive administrative service and routine investment instructions. The position emphasizes organization, multitasking, communication, critical thinking, and compliance within a leading Canadian brokerage firm.
Key Responsibilities:
- Deliver a strong first impression during client onboarding
- Coordinate appointments, agendas, and portfolio reports
- Provide attentive administrative support to clients
- Complete routine deposits, transfers, withdrawals, and conversions
- Maintain compliance with risk management requirements
Requirements:
- Two to five years of related experience preferred
- Related postsecondary diploma
- Canadian Investment Regulatory Exam or recognized proficiency
- Strong Microsoft Office suite knowledge
- Salesforce or Croesus experience is an asset
Use your organization, communication, and wealth management knowledge to coordinate service for high-net-worth clients at 801 Wealth.
-
Wealth Management Client Service Associate
4 days ago
Calgary, AB, Canada Banque Nationale du Canada Full-time $55,000 - $85,000 ContractBuild exceptional client experiences with 801 Wealth in Calgary through onboarding, meeting coordination, and diligent wealth management administration.As a Wealth Associate at National Bank Financial, you will work directly with an investment advisor. You will support high-net-worth clients through attentive administrative service and routine investment...
-
Wealth Client Services Associate
2 days ago
calgary, ab, Canada BMO Full-timeBMO Nesbitt Burns seeks a Client Service Assistant to support Investment Advisors and the IA Team, handling day-to-day administration and delivering exceptional client service. The role involves scheduling, client inquiries, and coordination of client events to retain long-term relationships. The position requires 1–2 years’ experience, a related...
-
Wealth Client Services Associate
3 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada BMO Full-timeBMO Financial Group in Calgary is seeking a client-focused banking professional to support Investment Advisors with day-to-day administration and exceptional client service. You will help manage and grow client relationships through service and advice, and assist in organizing events and prospects' introductions. The role requires strong communication,...
-
calgary, ab, Canada TD Full-timeTD Private Wealth Management is seeking a PIA Client Service Associate in Calgary to provide dedicated administrative support to Investment Advisors and teams. You will assist with client communications, meeting preparation, and referral activities, contributing to a high-standard client experience and compliant operations. Ideal candidates hold an...
-
Wealth Management Client Services Specialist
2 days ago
calgary, ab, Canada The Toronto-Dominion Bank (Canada) Full-timeTD Private Wealth Management in Calgary seeks a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. You will assist with client meetings, prepare documentation, and generate client reports while ensuring compliance and superior service to high-value clients. Ideal candidates have an undergraduate degree or...
-
Private Client Associate
2 days ago
calgary, ab, Canada rbc Full-timeRBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage
-
Wealth Management Associate: Growth
2 days ago
Calgary, AB, Canada Richardson Wealth Ltd Full-time $70,000 - $100,000 ContractRichardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...
-
Wealth Management Associate: Growth
3 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada Richardson Wealth Ltd Full-timeRichardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting. The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...
-
Private Client Associate
3 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada rbc Full-timeRBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage account opening and documentation while maintaining client cash flows and balances. The role requires at least 2 years in the...
-
Client Service Associate
2 days ago
Calgary, AB, Canada CI Financial Full-time $50,000 - $70,000 ContractAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.As Client...