Wealth Associate

4 weeks ago

Edmonton, Alberta, Canada National Bank Full time

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.

Your job:

  • 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
  • Produce portfolio management reports
  • 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

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.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, 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.

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 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 * Opportunities to get involved in community initiatives * 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us

  • Wealth Management Team Associate

    5 days ago

    Edmonton, Alberta, Canada Banque Nationale du Canada Full time

    We are seeking a highly skilled and dedicated Wealth Management Team Associate to join our Wealth Management team at Banque Nationale du Canada. In this role, you will have the opportunity to work closely with wealth advisors to provide exceptional customer service that drives long-term success.About the Role:The Wealth Management Team Associate will play a...

  • Wealth Management Associate

    5 days ago

    Edmonton, Alberta, Canada National Bank Full time

    National Bank's Wealth Management division is one of the largest in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across more than 100 branches.About the TeamYou'll be part of a collaborative and supportive team that's dedicated to helping our clients achieve their financial goals. As a Wealth Associate, you'll work...

  • Associate Total Wealth Planner

    2 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Title: Associate Total Wealth Planner - Edmonton, ABRequisition ID: 219986Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements...

  • Wealth Management Professional

    6 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About Us:Scotia Wealth Management offers a purpose-driven winning team committed to results, an inclusive and high-performing culture, and a collaborative work environment.Job Description:The Associate Total Wealth Planner role involves providing plan input support to Senior Total Wealth Planners and conducting full planning engagements with existing clients...

  • 3 Days Left Associate, Wealth Mgnt/PCA

    2 weeks ago

    Edmonton, Alberta, Canada ROSS Full time

    Become a Big 4 Tax ProfessionalTitle: Associate, Wealth Management/Private Client Advisors (PCA)Location: Edmonton, AlbertaDescription:Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international companies through their exceptional team of accounting...

  • ScotiaMcLeod Investment Associate

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Title: ScotiaMcLeod Investment Associate - EdmontonRequisition ID: 216670As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • Associate

    3 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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. This is a parttime position...

  • Senior Financial Planner Associate

    7 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About the Role:The Associate Total Wealth Planner is responsible for providing plan input support to Senior Total Wealth Planners and conducting full planning engagements with existing clients of Scotia Wealth Management who have investable assets below $1 million.Key Responsibilities:Support the planning needs of Senior Total Wealth Planners by inputting...

  • Associate

    3 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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. This is a parttime position...

  • Associate

    1 week ago

    Edmonton, Alberta, Canada Banque Nationale du Canada Full time

    A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show 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:- Ensure...

  • 3 Days Left ScotiaMcLeod Investment Associate

    1 day ago

    Edmonton, Alberta, Canada Natural Factors Full time

    Requisition ID: 216670As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Financial Services Advisor

    6 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About Our Company:At Scotia Wealth Management, we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.Job Description:The Associate Total Wealth Planner role involves working collaboratively with Senior Total Wealth Planners to provide...

  • Canada Client Relations Associate

    2 days ago

    Edmonton, Alberta, Canada Edward Jones Full time

    We're building a place where everyone feels like they belong.At Edward Jones, we're proud of our associates' contributions to the firm and the recognitions we have received. As a Canada Registered Branch Associate, you'll be an essential part of the client team, creating capacity for the Financial Advisor by partnering together to serve existing clients at...

  • Associate Financial Coordinator

    6 days ago

    Edmonton, Alberta, Canada Banque Nationale du Canada Full time

    You are a valued member of our team at Banque Nationale du Canada. We strive to foster an inclusive and diverse environment where each person's unique qualities are celebrated and valued. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular...

  • Superviseur Online F/H

    3 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    In this role, a career as a Compliance Supervisor at National Bank Financial Wealth Management is to act as the key resource in overseeing the Edmonton region's compliance activities to ensure that all Wealth Advisors (WA's) and branches respect and comply with the various firm policies and procedures as established by NBFWM's Compliance Department as well...

  • Compliance Supervisor

    2 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    In this role, a career as a Compliance Supervisor at National Bank Financial Wealth Management is to act a s the key resource in overseeing the Edmonton region's compliance activities to ensure that all Wealth Advisors (WA's) and branches respect and comply with the various firm policies and procedures as established by NBFWM's Compliance Department as well...

  • Canada Registered Branch Associate

    2 days ago

    Edmonton, Alberta, Canada Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Canada Registered Branch Associate

    1 day ago

    Edmonton, Alberta, Canada Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Financial Service Representative

    5 days ago

    Edmonton, Alberta, Canada National Bank Full time

    At National Bank, we're committed to providing exceptional customer service and helping our clients achieve their financial goals.About the RoleWe're seeking a highly skilled Financial Service Representative to join our team. As a Wealth Associate, you'll work closely with wealth advisors to provide superior customer service and support their efforts in...

  • Investment Operations Specialist

    5 days ago

    Edmonton, Alberta, Canada National Bank Full time

    At National Bank, we're passionate about making a positive impact on people's lives. Our mission is to provide exceptional customer service and help our clients achieve their financial goals.About the RoleWe're seeking a highly skilled Investment Operations Specialist to join our team. As a Wealth Associate, you'll work closely with wealth advisors to...