Wealth Management Associate

1 month ago

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

We 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 and client relationships.

Key Responsibilities
  • Ensure effective communication between clients, advisors, and collaborators
  • Provide exceptional customer service in person, on the phone, and via email
  • Analyze client accounts to prepare for activities that support wealth advisors
  • Carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors' agendas, schedule appointments, and prepare client meetings
  • Ensure adherence to compliance and risk management rules
About Our Team

National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches.

As an Associate, you will work closely with a wealth advisor to deliver an exceptional client experience. Collaboration and partnership are essential to your success.

We offer a hybrid work model, flexible work arrangements, and a range of benefits to support your quality of life.

Requirements
  • College diploma in a related field
  • At least one year of relevant experience in banking operations, customer service, or administration
  • Good knowledge of the Microsoft Office suite
  • Organizational and priority management skills
What We Offer

In addition to competitive compensation, you will be eligible for a range of flexible benefits, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.

We are committed to creating a positive employee experience and fostering a culture of inclusivity and empowerment.

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