Associate Wealth Advisor – Private Banking 1859

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 Bank Investments, and Economist and Research group publications.
• Contribute to business development and client acquisition efforts.

Your Team:

You will join the Private Banking 1859 Wealth Group, a team recognized for its expertise and dedication to client success. This position is based in Calgary and may involve travel across Western Canada.

Prerequisites:

• Bachelor's degree in a related field and 7+ years of relevant experience, or Master's degree with 5+ years of experience.
• Strong knowledge and interest in investment products, financial markets, economics, and financial planning principles.
• Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
• Advanced skills in PowerPoint and Excel for client presentations and analysis.
• Familiarity with Refinitiv Workspace an asset.
• Professional designations such as CFA, CIM, CFP, or CPA are highly desirable.
• Experience working with ultra-high-net-worth clients, entrepreneurs, or family offices.
• Ability to develop trusting and lasting relationships

Why Join Us?

Private Banking 1859 offers a distinctive, holistic wealth management experience. You'll be part of a dynamic team committed to delivering personalized solutions and building lasting client relationships.

Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 

* Health and wellness program, including many options

* 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 

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're 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 offer a barrier-free workplace that is accessible to all employees.  

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. We welcome all candidates What can you bring to our team? 

Come live your ambitions with us

Additional required languages: English