Wealth Associate Specialist

2 days ago


Calgary, Alberta, Canada National Bank Full time
Job Overview

We are seeking a highly skilled Wealth Associate to join our team at National Bank Private Banking 1859. As a key member of our team, you will play a crucial role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.

About the Role
  • Assist Wealth Advisors in administrative tasks related to client account management
  • Provide superior client service to ensure long-term positive impact on clients
  • Perform tasks such as fund transfers, contributions, withdrawals, and monitoring transactions
  • Maintain client files according to industry requirements
  • Manage agendas, schedule appointments, and prepare for client meetings
  • Help identify client needs and assist in analysis and client preparation materials
  • Participate in business development activities and stay up-to-date with operational and regulatory knowledge
Required Skills and Qualifications
  • College diploma in administration (Bachelor of Business Administration is an asset)
  • 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)
  • 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
  • Organizational skills, autonomy, and initiative
Benefits
  • Competitive compensation package
  • 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
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

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.



  • Calgary, Alberta, Canada The Wealth Council Full time

    As a Senior Financial Planner at The Wealth Council, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth clients and family businesses.About The Wealth CouncilWe are a dynamic and forward-thinking company that prides itself on providing top-notch financial advice to our clients. Our team is comprised of...


  • Calgary, Alberta, Canada Up Financial Full time

    About Up Financial: We are a wealth management and financial planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Our mission is to provide clients with independent, customized advice without conflicts associated with larger brokerage firms and banks. We value strong...


  • Calgary, Alberta, Canada Three60 Wealth & Estate Solutions Inc. Full time

    Job DescriptionWe are seeking a Senior Wealth & Estate Planner to join our team in Calgary. As a key member of our team, you will work closely with our clients to understand their goals and objectives, and develop customized financial plans to help them achieve their legacy aspirations.Key Responsibilities:Lead clients through our proprietary goals-based...


  • Calgary, Alberta, Canada Palisade Capital Management Ltd. Full time

    At Palisade Capital, we pride ourselves on delivering exceptional wealth management services to high net worth families and their corporations. Our team of experienced professionals is dedicated to providing tailored investment solutions that meet the unique needs of our clients.We are seeking a highly organized and detail-oriented Wealth Management Support...

  • Fiduciary Specialist

    2 weeks ago


    Calgary, Alberta, Canada BMO Financial Group Full time

    About the RoleWe are seeking an experienced Fiduciary Specialist to join our Wealth Management team at BMO Financial Group. As a key member of our team, you will be responsible for providing high-quality service to our Trust & Estate clients and ensuring compliance with regulatory requirements.


  • Calgary, Alberta, Canada TD Bank Full time

    Company Overview:TD Private Wealth Management is a leader in the wealth management industry, providing highly personalized advice, solutions, and service to clients.


  • Calgary, Alberta, Canada Palisade Capital Management Ltd. Full time

    About Palisade CapitalPalisade Capital is a boutique investment management firm specializing in high net worth families and their corporations. With a strong focus on long-term relationships, our client-centric approach prioritizes integrity, alignment with clients, and exceptional investment performance.Career OpportunityWe are seeking a highly organized...

  • Expert Wealth Advisor

    18 hours ago


    Calgary, Alberta, Canada Up Financial Full time

    About UsUp Financial is a reputable wealth management firm dedicated to providing expert investment advice and comprehensive financial planning services across Canada and the US.Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team. As an independent contractor, you will have the autonomy to run your own practice while...


  • Calgary, Alberta, Canada Up Financial Full time

    Unlock Your Financial Potential with Up FinancialWe are seeking an experienced and ambitious Wealth Management Advisor to join our dynamic team at Up Financial. As a key player in our firm, you will have the opportunity to grow your practice while receiving unparalleled support and guidance from our expert team.About UsAt Up Financial, we pride ourselves on...


  • Calgary, Alberta, Canada WESTERNBEE ASSOCIATE ENGINEERING SERVICES LTD. Full time

    We are seeking a highly skilled Non-Destructive Testing Specialist to join our team at WesternBee Associate Engineering Services Ltd.Job Description:The successful candidate will work as a non-destructive testing trainee for 15 hours per week, assisting in various NDT tasks. The role involves conducting tests to ensure quality or detect defects, interpreting...

  • Financial Advisor

    7 days ago


    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & Associates Financial & Estate Planning Services Ltd.A leading financial planning firm in Calgary, Alberta, with a reputation for delivering expert advice on wealth management and estate planning.Job SummaryWe are seeking an experienced Associate Financial Advisor to join our dynamic team. As a key member of our advisory team, you will be...


  • Calgary, Alberta, Canada Bank of Montreal Full time

    Private Banking Officer (Contract)Time Type: Full timeJob Family Group: Wealth Sales & ServiceWe at the Bank of Montreal are seeking a highly motivated and customer-centric Private Banking Officer to join our team.IDentify customer needs and match with appropriate products or services using relationship selling techniques, including making referrals to other...


  • Calgary, Alberta, Canada TD Bank Full time

    Job OverviewWe are seeking a skilled Financial Planning Associate to join our team in Calgary, Alberta. This role provides dedicated sales and service support to TD Wealth Financial Planners, assisting them with progress review, client contact, and business building.About the RoleIn this position, you will provide high-level support to Financial Planners,...


  • Calgary, Alberta, Canada Proven Reserves Full time

    Petroleum Engineering SpecialistWe are seeking a highly skilled Petroleum Engineering Specialist to join our team at Proven Reserves, a Calgary-based consulting firm.About the RoleThe successful candidate will be responsible for completing reservoir and production engineering projects, writing applications to regulatory agencies, estimating reserves, and...


  • Calgary, Alberta, Canada National Bank Full time

    We are seeking a highly skilled Senior Banking Associate to join our team at National Bank Private Banking 1859. This is an exciting opportunity for a dedicated professional to work in a dynamic environment and provide exceptional customer service.About UsAs part of the National Bank of Canada, headquartered in Quebec, we strive to deliver a unique boutique...

  • Accounting Associate

    4 weeks ago


    Calgary, Alberta, Canada FAAS - Formed Alliance Architecture Studio Full time

    Accounting Associate - Financial Operations SpecialistWe are seeking a detail-oriented and organized Accounting Associate to support our Controller in managing day-to-day financial operations and administrative tasks.About UsFAAS Architecture is a dynamic design firm focused on multi-residential projects throughout Alberta, BC, and beyond. Our office culture...


  • Calgary, Alberta, Canada Agrawal Associates Full time

    Job OverviewAgrawal Associates, a well-established financial planning practice, is seeking a motivated and entrepreneurial individual to join our team as a High Net Worth Financial Planning Associate. This role offers an exciting opportunity to grow the business, work with private wealth management support teams, and develop skills in financial planning and...


  • Calgary, Alberta, Canada Volker Stevin Contracting Ltd. Full time

    About the RoleWe are seeking a skilled Highway Gas Pipe Specialist to join our team at Volker Stevin Contracting Ltd. in Calgary, AB.This is a seasonal position with an estimated salary of $65,000 - $85,000 per year, depending on experience and qualifications.Job DescriptionThe successful candidate will be responsible for performing fusions on gas pipes and...


  • Calgary, Alberta, Canada Scotiabank Full time

    We are seeking a skilled Business Development Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will play a critical role in processing expense reports, maintaining business contracts, and verifying details in our customer relationship management system.About UsDynamic Funds is a pioneering...


  • Calgary, Alberta, Canada WORKFORCE Dental Staffing Solutions Full time

    We are seeking an experienced Associate Dentist to join our dynamic and supportive practice in Nanaimo, BC. As a valued member of our team, you will have the opportunity to earn a competitive salary of up to $300,000 and enjoy a negotiable monthly salary based on experience.About UsOur highly reputable office is known for its thriving patient base and...