Wealth Management Associate

2 days ago


Edmonton, Alberta, Canada National Bank Full time

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. In this role, you will have the opportunity to work in synergy with clients and colleagues, providing exceptional customer service that will have a positive impact on our clients.

About the Role

This is a part-time position requiring 0.6 to 0.8 FTE, with flexible working hours up to 32 hours per week. As a Wealth Management Associate, your primary responsibilities will include:

  • Ensuring effective communication between all parties (clients, advisors, and collaborators)

  • Providing superior customer service in person, on the phone, and by email

  • Analyzing client accounts to prepare for activities supporting wealth advisors in their business development

  • Diligently carrying out transactions related to investment accounts

  • Opening and updating client files

  • Coodinating advisors' agendas, scheduling appointments, and preparing client meetings

  • Ensuring adherence to compliance and risk management rules

About Us

National Bank Financial - Wealth Management is the fifth-largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches. As a Wealth Management Associate, you will be part of a dynamic team that values collaboration and partnership.

We strive to contribute to your quality of life by offering flexibility in your work arrangements, including a hybrid work model, flexible leave, and work schedule arrangements to help you achieve work-life balance.

To succeed in this role, you will need:

  • A 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



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