Bilingual Associate

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clientsandcolleagues.Inthisrole,youwilljoinoneofthetop10largestwealthmanagementteamswithinNationalBank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth clients.

• Bereadilyavailabletomeetad-hocclient requests
• Carryoutroutineoperationslikedeposit,withdrawal,transfer,andcurrencyconversioninstructionswithdiligent follow-up
• Owntheclientonboardingexperience,strivingtoofferaworld-classfirstimpressiontonew clients
• Manageclientmeetingsbyschedulingappointments,creatingagendas,andpreparingportfolioreportsinatimely manner
• Ensureadherencetocomplianceandriskmanagement rules

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. 801 Wealth, where you will be joining, is one of the largest advisor teams within NBFWM and has been serving investors in Calgary andbeyondsince1999.Reportingtotheregionalmanager,youwillworkdirectlywithaninvestmentadvisorandsupport the needs of their high-net-worth clients.

We want to contribute to your quality of life by offering you as much flexibility as possible inyour work. Forexample, we offerahybrid(remoteandintheoffice)workmodel,workschedulearrangementstohelpyouachievework/lifebalance, and flexible leave that you can take when it's important to you.

801 Wealth is also committed to a competitive compensation structure with merit-based bonus incentives, and to the continuededucationandadvancementofourteamincludingopportunitiesforthosepursinghigherdesignationswithin wealth management.

Pre-requisites:

• Completedcollegeand/oruniversitydiplomainarelated field
• Twoyearsofrelevantexperienceinthewealthmanagement,banking(“backoffice”),insurance,and/orfinancial industry
• Completion of the Canadian Investment Regulatory Exam (CIRE), or equivalent/recognized industry proficiency requirements (e.g. Canadian Securities Course, Conduct and Practices Handbook Course)
• ExcellentknowledgeoftheMicrosoftOffice suite
• ExperiencewithSalesforceand/orCroesussoftwareisan asset
• Experiencewithhigh-net-worthinvestmentclientsisan asset Theidealcandidatewillhave2-5yearsofrelatedexperienceandbeRR licensed.

Languages

Skills

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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative

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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This include... internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

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