Wealth Associate
1 month ago
At National Bank, we're looking for a skilled Wealth Associate to join our team. As a Wealth Associate, you'll play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.
Key Responsibilities:- Support investment advisors in providing superior customer service and meeting client requests
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
- Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
- Analyze and update client files, and produce portfolio management reports
- Ensure adherence to compliance and risk management rules
Our Wealth Management team is a dynamic and collaborative environment where you'll work closely with a wealth advisor to deliver exceptional client experiences. We're committed to providing a flexible work environment that supports work-life balance, including a hybrid work model and flexible leave arrangements.
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 and customer service skills
As a Wealth Associate at National Bank, you'll enjoy a competitive compensation package, including a wide range of flexible benefits to support your wellbeing and that of your family. These benefits include a health and wellness program, flexible group insurance, a generous pension plan, and employee share ownership plan, among others.
We're committed to creating a positive employee experience through our dynamic work environments and cutting-edge collaboration tools. We actively listen to employee ideas and encourage regular feedback and communication.
At National Bank, 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, and our core values of partnership, agility, and empowerment inspire us to be our best selves.
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Wealth Associate
1 month ago
Calgary, Alberta, Canada NBC Full timeJob Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...
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Wealth Associate
1 month ago
Calgary, Alberta, Canada NBC Full timeJob Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...
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Wealth Associate
2 weeks ago
Calgary, Alberta, Canada NBC Full timeJob Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...
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Wealth Associate
3 weeks ago
Calgary, Alberta, Canada NBC Full timeJob Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...
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Wealth Associate
2 weeks ago
Calgary, Alberta, Canada NBC Full timeJob Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in...
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Wealth Associate
1 month ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial - Wealth Management as a Wealth Associate and contribute to the success of our clients and colleagues. In this role, you will work in synergy with wealth advisors to provide exceptional customer service and support investment advisors in their daily activities.Key Responsibilities:Support investment...
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Wealth Associate
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank Private Banking 1859. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key ResponsibilitiesAssist Wealth Advisors with...
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Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank Private Banking 1859. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key ResponsibilitiesAssist Wealth Advisors with...
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Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank Private Banking 1859. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key ResponsibilitiesAssist Wealth Advisors with...
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Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank Private Banking 1859. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key ResponsibilitiesAssist Wealth Advisors with...
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Wealth Associate
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank Private Banking 1859. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key ResponsibilitiesAssist Wealth Advisors with...
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Wealth Associate
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank Private Banking 1859. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key ResponsibilitiesAssist Wealth Advisors with...
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Wealth Associate
2 months ago
Calgary, Alberta, Canada NBC Full timeJob 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...
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Wealth Associate
2 months ago
Calgary, Alberta, Canada NBC Full timeJob 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...
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Wealth Associate
1 week ago
Calgary, Alberta, Canada National Bank Full timeJob Summary:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key Responsibilities:Assist Wealth Advisors in administrative tasks and activities...
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Wealth Associate
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Private Banking 1859 as a Wealth Associate and take on a challenging role where you will work closely with clients and colleagues to deliver exceptional customer service. As a key member of our team, you will assist Wealth Advisors in managing high net worth client accounts, providing superior client service, and...
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Wealth Associate
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Private Banking 1859 as a Wealth Associate and take on a challenging role where you will work closely with clients and colleagues to deliver exceptional customer service. As a key member of our team, you will assist Wealth Advisors in managing high net worth client accounts, providing superior client service, and...
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Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Private Banking 1859 as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in delivering exceptional client experiences and helping our clients achieve their financial goals.About the Role:Assist Wealth Advisors in...
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Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Private Banking 1859 as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in delivering exceptional client experiences and helping our clients achieve their financial goals.About the Role:Assist Wealth Advisors in...
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Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Wealth AssociateAt National Bank, we are seeking a highly skilled and motivated Wealth Associate to join our team. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key Responsibilities:Assist Wealth Advisors in administrative tasks...
