Associate Wealth Advisor – Private Banking 1859

6 days ago


Calgary, Canada National Bank Full time

Attendance Hybrid Job number 29507 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 14-Nov-2025 Area(s) of interest: Wealth management Location(s): Calgary A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. You will collaborate closely with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to deliver tailored investment and wealth planning solutions, while offering exceptional client experience. Your Responsibilities: Support the needs of our high-net-worth client base and our growth initiatives by managing relationships with internal and external partners. Work with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to: Develop customized portfolio strategies aligned with client objectives. Analyze client investment and wealth planning needs and prepare personalized presentation materials. Monitor investment portfolios and adapt solutions based on evolving client needs. Execute market transactions with precision and maintain strong knowledge of fixed income and equity markets as well as financial planning principles. Stay informed on market trends and investment offerings through CIO, National



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