Wealth Associate

3 days ago

Calgary, Alberta, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.

Key Responsibilities
  • Provide superior customer service to clients, responding to their needs and requests in a timely and professional manner.
  • Support investment advisors in carrying out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments.
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts, ensuring diligent follow-up and adherence to compliance and risk management rules.
  • Analyze, open, and update client files, producing portfolio management reports as required.
  • Manage client files, scheduling appointments, and preparing client meetings, ensuring seamless communication and collaboration with the wealth advisor team.
About Our Team

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging your skills and expertise to drive results and growth.

What We Offer
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • A hybrid work model, offering flexibility and work-life balance.
  • Opportunities to contribute to community initiatives and make a positive impact on people's lives.
Requirements
  • Completed college and/or university diploma in a related field.
  • Two years of relevant experience in the banking, 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.
Language

English

Skills

Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork

  • Wealth Management Associate

    8 hours ago

    Calgary, Alberta, Canada Vesta Wealth Partners Full time

    Vesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions. Our team works closely with clients to construct optimal portfolios. As a Client Administration Associate, you will be responsible for supporting our clients' needs and contributing to the success of our...

  • Wealth Management Associate

    5 hours ago

    Calgary, Alberta, Canada Vesta Wealth Partners Full time

    Vesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions. Our team works closely with clients to construct optimal portfolios. As a Client Administration Associate, you will be responsible for supporting our clients' needs and contributing to the success of our...

  • Wealth Management Associate

    4 weeks ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Join Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning associate to enhance our team at IG Wealth Management. Our mission is to assist clients in achieving their financial aspirations through strategic and principled financial guidance. We are looking for an individual who is not only well-versed in financial...

  • Wealth Management Associate

    4 weeks ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Join Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning professional to become a part of our dynamic team at IG Wealth Management. Our mission is to assist clients in attaining financial independence through ethical and strategic financial planning. We are looking for an individual who possesses not only...

  • Wealth Associate

    1 day ago

    Calgary, Alberta, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.Key ResponsibilitiesSupport investment...

  • Wealth Associate

    22 hours ago

    Calgary, Alberta, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.Key ResponsibilitiesSupport investment...

  • Wealth Management Associate

    2 days ago

    Calgary, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...

  • Wealth Management Associate

    2 days ago

    Calgary, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...

  • Client Service Associate

    7 days ago

    Calgary, Alberta, Canada Vesta Wealth Partners Full time

    About Vesta Wealth PartnersVesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions.Our TeamWe work closely with clients to construct optimal portfolios and are seeking a Client Administration Associate to join our team.Key ResponsibilitiesAssist in the...

  • Client Service Associate

    2 weeks ago

    Calgary, Alberta, Canada Vesta Wealth Partners Full time

    About Vesta Wealth PartnersVesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions.Our TeamWe work closely with clients to construct optimal portfolios and are seeking a Client Administration Associate to join our team.Key ResponsibilitiesAssist in the...

  • Wealth Advisor Associate

    6 hours ago

    Calgary, Alberta, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will work closely with our experienced Wealth Advisors to provide exceptional client service and support in delivering investment planning and portfolio management to high-net-worth...

  • Wealth Advisor Associate

    3 hours ago

    Calgary, Alberta, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will work closely with our experienced Wealth Advisors to provide exceptional client service and support in delivering investment planning and portfolio management to high-net-worth...

  • Wealth Advisor Associate

    3 days ago

    Calgary, Alberta, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will work closely with our experienced Wealth Advisors to provide exceptional client service and support the delivery of investment planning and portfolio management to high-net-worth...

  • Wealth Advisor Associate

    3 days ago

    Calgary, Alberta, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will work closely with our experienced Wealth Advisors to provide exceptional client service and support the delivery of investment planning and portfolio management to high-net-worth...

  • Wealth Management Associate

    1 week ago

    Calgary, Alberta, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at NBC. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...

  • Wealth Management Associate

    1 week ago

    Calgary, Alberta, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at NBC. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...

  • Associate Financial Planner

    7 days ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    About UsIG Wealth Management is a leading financial services company dedicated to providing clients with expert financial guidance and tailored solutions. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Associate Financial Planner to join our team....

  • Associate Financial Planner

    7 days ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    About UsIG Wealth Management is a leading financial services company dedicated to providing clients with expert financial guidance and tailored solutions. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Associate Financial Planner to join our team....

  • Senior Associate

    1 week ago

    Calgary, Alberta, Canada Robertson & Company Ltd. Full time

    About the RoleRobertson & Company Ltd. is seeking a highly skilled and experienced Senior Associate to join our Wealth Management team. As a Senior Associate, you will play a key role in delivering exceptional wealth management services to our clients.Key ResponsibilitiesClient Relationship ManagementWork closely with Senior Wealth Advisors and Senior...

  • Senior Associate

    1 week ago

    Calgary, Alberta, Canada Robertson & Company Ltd. Full time

    About the RoleRobertson & Company Ltd. is seeking a highly skilled and experienced Senior Associate to join our Wealth Management team. As a Senior Associate, you will play a key role in delivering exceptional wealth management services to our clients.Key ResponsibilitiesClient Relationship ManagementWork closely with Senior Wealth Advisors and Senior...