Financial Services Associate

3 weeks ago


Calgary, Alberta, Canada National Bank Full time
Role Overview

We are seeking a highly motivated and detail-oriented Financial Services Associate to join our Wealth Management team in Calgary. In this role, you will work closely with wealth advisors to provide exceptional client service and support their business development.

Key Responsibilities
  • Provide superior customer service in person, on the phone, and via email to clients and colleagues.
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development.
  • Diligently carry out transactions related to investment accounts.
  • Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
  • Ensure adherence to compliance and risk management rules.
Requirements
  • College diploma in a related field.
  • At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
  • Good knowledge of the Microsoft Office suite.
  • Organizational and priority management skills.
Compensation and Benefits

We offer a competitive compensation package, including an estimated salary range of $45,000 - $60,000 per annum, depending on experience. Additionally, we provide a wide range of benefits, including health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, and more.

About National Bank

National Bank is a leading financial institution in Canada, dedicated to providing exceptional service and supporting the financial well-being of our clients. We pride ourselves on our commitment to innovation, collaboration, and community involvement.



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

    About Griffith & AssociatesGriffith & Associates Financial & Estate Planning Services Ltd is a leading financial planning firm in Calgary, Alberta. With almost two decades of experience, they have established themselves as one of the top firms in the city, specializing in comprehensive financial, tax, and estate planning. Their dynamic team excels in...


  • Calgary, Alberta, Canada Urban Legal Recruitment Inc. Full time

    Urban Legal Recruitment Inc. is a Tier 1 Firm in Capital Markets, M&A, and Project Finance and Banking. We are seeking a junior Corporate and Financial Services Associate to join our national team of experts.


  • Calgary, Alberta, Canada Neilson Financial Services Full time

    About UsAt Neilson Financial Services, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.


  • Calgary, Alberta, Canada CI Financial Full time

    At CI Financial, we foster a work environment that is inclusive, empowering, and innovative. We strive to provide a safe space where employees can grow through challenging tasks, develop their skills, and collaborate with colleagues to deliver exceptional results.About the RoleWe are seeking a highly skilled Client Service Associate to join our team. As a...


  • Calgary, Alberta, Canada Alberta Inc OA Dairy Queen Full time

    Job OverviewDairy Queen Alberta Inc is seeking a highly organized and accurate Financial Operations Associate to join our team.This role offers a competitive salary of $45,000 - $55,000 per year based on location and experience.Job ResponsibilitiesAs a Financial Operations Associate, you will be responsible for:Calculating and preparing cheques for payroll...


  • Calgary, Alberta, Canada Foresters Financial Full time

    Job OverviewWe are seeking an experienced Insurance Operations Associate to join our team at Foresters Financial. As a key member of our operations team, you will play a crucial role in ensuring the smooth processing of life insurance applications.

  • Head of Product

    4 weeks ago


    Calgary, Alberta, Canada Neo Financial Full time

    About the RoleAt Neo Financial, we're looking for a skilled Head of Product to join our team in Calgary, AB.The successful candidate will lead the product vision, strategy, and execution for one of our financial product verticals.Develop a deep understanding of our financial product stack from a user, technical, operations, business, and design...


  • Calgary, Alberta, Canada CWB Financial Group Full time

    About CWB Financial GroupCWB Financial Group is a leading financial institution dedicated to building value for its people, clients, and investors. We strive to create long-term relationships by providing exceptional service, expertise, and guidance.Job OverviewThe AVP, Real Estate Lending position at CWB Financial Group offers an exciting opportunity to...


  • Calgary, Alberta, Canada BMO Financial Group Full time

    Job OverviewBMO Financial Group is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in developing and building a profitable business by partnering with senior investment professionals.Responsibilities* Build trust and strong client relationships to determine individual investment needs and...


  • Calgary, Alberta, Canada AM PM Properties Inc Full time

    About AM PM Properties IncWe are seeking a highly organized and detail-oriented Financial Operations Associate to join our team. The successful candidate will be responsible for maintaining accurate financial records, preparing general ledgers, and ensuring timely payments to clients.


  • Calgary, Alberta, Canada Mehan Realty & Financial Services Ltd Full time

    About the JobMehan Realty & Financial Services Ltd is seeking a highly organized and detail-oriented Corporate Support Associate to join their team. In this role, you will provide administrative support to ensure the smooth operation of our office.Job SummaryThis is a permanent, full-time position with a salary range of $45,000 - $55,000 per year, depending...


  • Calgary, Alberta, Canada Urban Legal Recruitment Inc. Full time

    Job DescriptionWe are seeking a highly skilled Corporate and Financial Services Associate to join our team. As a key member of our national team, you will have the opportunity to work on high-profile projects in capital markets, M&A, and project finance and banking.About Our ClientOur client is a leading Tier 1 Firm with a strong reputation in the industry....


  • Calgary, Alberta, Canada Neo Financial Full time

    We're seeking an experienced Mortgage Underwriter to join our team at Neo Financial. As a key player in our lending process, you'll be responsible for reviewing documentation and underwriting deals from across the country.The RoleYou will successfully deliver mortgages from application stage through to funding with the support of your Mortgage...


  • Calgary, Alberta, Canada TD Bank Full time

    The Client Service Associate role at TD Bank offers a dynamic and challenging opportunity to support the success of our Financial Planners in Calgary, Alberta.Job OverviewWe are seeking an experienced professional to provide exceptional sales and service support to our clients. As a Client Service Associate, you will be responsible for responding to client...


  • Calgary, Alberta, Canada Neo Financial Full time

    Overview">At Neo Financial, we're revolutionizing the financial services industry by empowering individuals to accelerate their careers and reach their full potential. We're a dynamic and fast-paced company that encourages our team members to take ownership of their work and bring their unique ideas and perspectives to the table.


  • Calgary, Alberta, Canada Mc Carthy Tetrault Full time

    About UsMcCarthy Tétrault LLP is a leading Canadian law firm with a strong presence in Canada's major commercial centers, as well as New York City and London.Job TitleBusiness Law Associate, Financial ServicesSalary Range$150,000 - $250,000 per yearJob DescriptionWe are seeking a highly-motivated associate to join our Financial Services Group, which is a...


  • Calgary, Alberta, Canada Foresters Financial Full time

    Découvrez l'avantage de travailler chez Foresters FinancialÉtant donné votre compétence en français, nous vous proposons un poste de représentant de service bilingue d'appui financier. Vous aurez la chance de travailler à domicile et bénéficiez d'un horaire de travail flexible. Notre entreprise offre une gamme complète d'avantages...


  • Calgary, Alberta, Canada Neo Financial Full time

    About Neo FinancialWe're building a more rewarding financial experience for all Canadians.


  • Calgary, Alberta, Canada MS DRYWALL LTD. Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Financial Analyst Associate to join our team at MS DRYWALL LTD.This is a permanent, part-time opportunity with an estimated salary of $35,000 - $45,000 per year, based on 30 hours of work per week in the English language.


  • Calgary, Alberta, Canada Neo Financial Full time

    Transform Your Career with Neo FinancialWe're seeking a seasoned AML Investigations leader to join our dynamic team at Neo Financial. As a key member of our Anti-Money Laundering (AML) team, you'll play a pivotal role in enabling our high-growth portfolio through sound risk management principles.About the RoleThis is a unique opportunity for an experienced...