Wealth Associate

1 month ago

Calgary, Alberta, Canada National Bank Full time
Job Title: Wealth Associate

At 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 and activities related to client account management
  • Provide superior client service and support to ensure a positive client experience
  • Manage client files and maintain accurate records
  • Assist with client activities, including scheduling appointments and preparing for client meetings
  • Identify client needs and assist in analysis and client preparation materials
  • Participate in team business development activities
  • Stay up-to-date on operational and regulatory knowledge and ensure compliance with risk management rules
  • Act as a resource for resolving client issues
  • Guide and train new employees and mentor peers on complex products, procedures, and policies
Requirements:
  • College diploma in administration (Bachelor of Business Administration is an asset) and a minimum of 3 years' industry experience
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Good knowledge of Microsoft Suite (PowerPoint, Word, and Excel)
  • Good knowledge of CROESUS software, desirable
  • Ability to learn computer systems quickly
  • Strong oral and written communication skills
  • Client service experience
  • Ability to bring the Bank's values to life within the team
  • Ability and interest in teamwork
  • Organizational skills, autonomy, and initiative
What We Offer:
  • Competitive compensation
  • Flexible benefits package, including health and wellness program, 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, and virtual sleep clinic
About Us:

National Bank is 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 inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values and are passionate about delivering exceptional client service.

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