Current jobs related to Wealth Associate - Calgary, Alberta - NBC
-
Wealth Associate
1 month ago
Calgary, Alberta, Canada NBC Full timeJob Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in...
-
Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Summary:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. 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...
-
Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeWealth Associate Job DescriptionAs a Wealth Associate at National Bank, you will play a key role in delivering exceptional client experiences. Your primary responsibility will be to assist Wealth Advisors in managing high net worth client accounts, providing superior client service, and ensuring compliance with industry regulations.Your Key...
-
Associate Wealth Advisor
4 weeks ago
Calgary, Alberta, Canada CC&L Private Capital Full timeUnlock Your Potential as an Associate Wealth AdvisorAre you a driven and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client experiences and building long-term relationships? If so, we invite you to explore the exciting opportunity to become an Associate Wealth Advisor at...
-
Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. 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 ResponsibilitiesAssist Wealth Advisors in administrative tasks and activities...
-
Wealth Advisor Associate
4 weeks ago
Calgary, Alberta, Canada CC&L Private Capital Full timeUnlock Your Potential as an Associate Wealth AdvisorAre you a client service professional with a passion for investments and sales? Do you have a strong foundation of knowledge and a desire to learn and grow? We invite you to join our team at CC&L Private Capital as an Associate Wealth Advisor and embark on a rewarding career path that offers a unique...
-
Wealth Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeWealth Associate Job DescriptionAs a Wealth Associate at National Bank, you will play a key role in delivering exceptional client experiences. Your primary responsibility will be to assist Wealth Advisors in managing high net worth client accounts, providing superior client service, and executing administrative tasks. You will also be responsible for...
-
Associate Wealth Advisor
4 weeks ago
Calgary, Alberta, Canada CC&L Private Capital Full timeJob Opportunity: Are you a motivated and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client service and building strong relationships? We are seeking a highly skilled and dedicated Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate...
-
Wealth Management Associate
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Summary: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 activities.Key Responsibilities:Ensure effective communication between clients, advisors, and collaboratorsProvide exceptional...
-
Wealth Advisor Associate
4 weeks ago
Calgary, Alberta, Canada CC&L Private Capital Full timeUnlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where our team members can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning and...
-
Senior Associate
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAt ScotiaMcLeod, we're committed to delivering exceptional wealth management services to our clients. As a Senior Associate, you'll play a key role in helping our Wealth Advisors develop and manage their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenueUtilize your knowledge of our products...
-
Wealth Management Associate Program Professional
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeUnlock Your Potential in Wealth ManagementAre you a driven and ambitious individual looking to build a career in wealth management? Scotiabank is seeking talented individuals to join our Wealth Management Associate Program, a comprehensive training program designed to develop sales and entrepreneurial-minded individuals into a wealth advisory role.Program...
-
Wealth Management Associate Program
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 202633Scotiabank is a leading provider of advice, products, digital experiences, and financial services in over 50 countries. Our team is dedicated to helping customers become better-off through our Private Banking and Wealth Advisory businesses.Private Banking Associate RoleAs a Private Banking Associate, you will work with high-net worth...
-
Calgary, Alberta, Canada Scotiabank Full timeAt Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. As a Wealth Management Associate, you'll have the opportunity to develop your skills and knowledge in a comprehensive training program that will lead you to the Certified Financial Planning (CFP)...
-
Wealth Management Associate Program
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 202633Scotiabank is a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. Our team is committed to helping over 25 million customers become better-off.As a Private Banking Associate, you will provide the highest level of personalized and attentive service to high-net worth clients,...
-
Senior Wealth Management Associate
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAt ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenue.Utilize in-depth knowledge...
-
Senior Wealth Associate
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAt ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll work closely with a Wealth Advisor to develop and manage their book of business, providing effective client service and contributing to business development and sales-related activities.Key Responsibilities:Identify new...
-
Senior Investment Associate, Wealth Management
4 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeSenior Investment Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a new challenge? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in...
-
Senior Licensed Associate
2 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeJob Title: Senior Licensed Associate - Wealth ManagementJob Summary:We are seeking a skilled Senior Licensed Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our clients and internal partners.Key Responsibilities:Support the Multi-Family Office team in Calgary, reporting...
-
Wealth Management Associate Program
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 202633Scotiabank is a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. We are powered by high-performing teammates who make a real difference across the globe. Our Scotia Wealth Management Private Banking offers strategic borrowing solutions and customized personal banking support...
Wealth Associate
2 months ago
We are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.
Key Responsibilities- Support investment advisors in providing superior customer service and meeting client requests
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
- Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
- Analyze and update client files, and produce portfolio management reports
- Ensure adherence to compliance and risk management rules
- Completed college and/or university diploma in a related field
- Two years of relevant experience in the banking, insurance, and/or financial industry
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
- Competitive compensation package
- Flexible benefits, including health and wellness program, flexible group insurance, and generous pension plan
- Opportunities for professional growth and development
- A dynamic and inclusive work environment
National Bank Financial – Wealth Management is a leading provider of wealth management services in Canada. We are committed to delivering exceptional client experiences and building long-term relationships with our clients. Our team is dedicated to helping our clients achieve their financial goals and aspirations.