Wealth Management Associate

3 weeks ago

Calgary, Canada National Bank of Canada Full time

**Primary Locations**:Calgary, Alberta**:
**Attendance**:On-site**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer service practices for Investment Advisors at National Bank Financial.

Your role:

- Ensure effective communication between all parties (clients, advisors, collaborators)
- Analyze client accounts to prepare for activities that support Investment Advisors in their business development
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts
- Open and update client files
- Closely monitor day-to-day transactions
- Manage advisors’ agendas, schedule appointments, and prepare for client meetings
- Ensure compliance and risk management rules are respected

In this position, you will help National Bank Financial to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. Reporting to the regional manager, you will work with an investment advisor at a single branch with a client-facing environment. Collaboration and partnership are the keys to success in making a difference every day with our clients.

Required skills:

- College diploma in a related field
- A minimum of 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

Desired competencies:

- Autonomous, dynamic, and meticulous
- Bilingualism (French and English) is required depending on where the position is located

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
- Initiatives promoting community involvement
- 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 accommodations, feel free to let us know during your first conversations with us.
- Ready to live your ambitions?

  • Advisor, IG Wealth Management, Corporate Channel

    4 weeks ago

    Calgary, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel Location(s): Calgary We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! ...

  • Advisor, IG Wealth Management, Corporate Channel

    2 weeks ago

    Calgary, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel Location(s): Calgary We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! ...

  • Associate Wealth Advisor

    3 weeks ago

    Calgary, Canada CC&L Private Capital Full time

    Position: Associate Wealth Advisor Location: Calgary, Alberta Job Id: 1517 # of Openings: 1 Associate Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held...

  • Associate Wealth Advisor

    5 days ago

    Calgary, Canada CC&L Private Capital Full time

    Position: Associate Wealth Advisor Location: Calgary, Alberta Job Id: 1517 # of Openings: 1 Associate Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held...

  • Associate Wealth Advisor

    2 weeks ago

    Calgary, Canada Cclprivatecapital Full time

    Associate Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and through a model of mentorship learn to help clients achieve their...

  • Associate Wealth Advisor

    2 weeks ago

    Calgary, Canada Cclprivatecapital Full time

    Associate Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and through a model of mentorship learn to help clients achieve their...

  • Associate Wealth Advisor

    2 weeks ago

    Calgary, Canada Cclprivatecapital Full time

    Associate Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and through a model of mentorship learn to help clients achieve their...

  • Associate

    3 weeks ago

    Calgary, Canada IG Wealth Management Full time

    Our goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy!Why join our...

  • Associate

    3 weeks ago

    Calgary, Canada IG Wealth Management Full time

    Our goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy! Why join...

  • Associate

    1 week ago

    Calgary, Canada IG Wealth Management Full time

    Our goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy!Why join our...

  • Associate

    1 week ago

    Calgary, Canada IG Wealth Management Full time

    Our goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy! Why join...

  • Client Service Associate

    1 month ago

    Calgary, Canada Kinsted Wealth Full time

    **CLIENT SERVICE ASSOCIATE** **Kinsted Wealth is an independent Calgary-based discretionary portfolio management firm for high net worth private clients, institutions and foundations. We have developed a boutique client experience providing individual counsel utilizing our globally diversified investment platform. Our vision is to provide the highest...

  • Wealth Protection Associate

    1 week ago

    Calgary, Canada Connect First Credit Union Full time

    **About connectFirst Credit Union** **As a credit union, we're different than a bank - and we like it that way.** At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours...

  • Senior Licensed Associate, Wealth Management

    2 months ago

    Calgary, Canada Blue Chip Recruiting Ltd. Full time

    Are you a SENIOR ASSOCIATE in wealth management looking for a more entrepreneurial and higher service level role as your next career step? Our very upscale Multi-Family Office client will provide you with a platform to develop your career! Our client is expanding their licensed IIROC team with a long-term Senior Investment Associate role in their...

  • Senior Licensed Associate, Wealth Management

    1 week ago

    Calgary, Canada Blue Chip Recruiting Ltd. Full time

    Are you a SENIOR ASSOCIATE in wealth management looking for a more entrepreneurial and higher service level role as your next career step? Our very upscale Multi-Family Office client will provide you with a platform to develop your career! Our client is expanding their licensed IIROC team with a long-term Senior Investment Associate role in their...

  • Client Administration Associate

    4 weeks ago

    Calgary, Canada Vesta Wealth Partners Full time

    SUMMARY: Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions. We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our compa

  • Wealth Management Associate

    4 weeks ago

    Calgary, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Senior Wealth Planner

    4 days ago

    Calgary, Canada Wellington-Altus Private Wealth Inc. Full time

    Location: This position will be based out of our Calgary, or Edmonton office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...

  • Senior Wealth Planner

    4 days ago

    Calgary, Canada Wellington-Altus Private Wealth Inc. Full time

    Location: This position will be based out of our Calgary, or Edmonton office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...

  • Wealth Management Associate

    4 weeks ago

    Calgary, Alberta, Canada National Bank Full time

    Attendance On-Site Job Number: 20015 Category: Professional Status: Permanent Type of Contract: Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date: 04-Mar-2024 Location: Calgary, Alberta City: Calgary Province/State: Alberta Area of Interest: Wealth management A career as a Wealth Management Associate at National Bank is a job where...