Experienced Wealth Associate Position
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-19
Listing for:
NATIONAL BANK OF CANADA
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance, Financial Consultant, Financial Services
Job Description & How to Apply Below
As a Wealth Associate at National Bank, you will support experienced investment advisors in meeting client needs through exceptional service. This role requires 3-5 years of experience in the financial sector, focusing on transactions, compliance, and client relationship management. You'll ensure that client files are accurately maintained and help produce essential management reports, reinforcing your critical role within the wealth management team.
Key Responsibilities:
• Provide superior support to investment advisors
• Execute securities transactions and necessary adjustments
• Implement client financial instructions meticulously
• Analyze and manage client documentation effectively
• Create detailed reports on client portfolios
Requirements:
• College degree or relevant university diploma
• Two years of experience in finance or banking
• Completion of Canadian Securities Course (CSC)
• Proficient in Microsoft Office Suite
• Strong detail-oriented and organizational skills
Make your mark in wealth management by joining National Bank and enhancing client experiences.
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Position Requirements
10+ Years
work experience
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