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Wealth Management Associate — Client Service & Ops

Job in Calgary, Alberta, D3J, Canada
Listing for: National Bank
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Calgary seeks an Associate in Wealth Management to enhance customer service and support wealth advisors. The role involves effective client communication, managing investment accounts, and coordinating meetings. Ideal candidates possess a college diploma and at least one year of relevant experience, along with strong organizational and communication skills. A hybrid work model and flexible benefits are offered to promote work-life balance.
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Position Requirements
10+ Years work experience
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