Wealth Management Associate
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-21
Listing for:
National Bank
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service, Financial Consultant, Financial Sales -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Embark on your journey as a Wealth Associate with National Bank, where you can positively influence client experiences while enjoying flexible work options. Team up with investment advisors for success.
In this role within National Bank Financial, you will empower wealth advisors to deliver exceptional services while managing essential client transactions. This position is ideal for those with 3-5 years of experience and a licensure in finance. Your work will enhance customer satisfaction and drive positive outcomes in client relationships.
Key Responsibilities:
• Support advisors in providing top-tier customer service
• Process routine financial transactions accurately
• Execute deposits, withdrawals, and currency adjustments
• Maintain and update client files diligently
• Generate insightful portfolio management reports
Requirements:
• Completed diploma in a relevant discipline
• Two years of experience in financial or banking sectors
• Successful completion of Canadian Securities Course
• Excellent competency in Microsoft Office
• Strong commitment to customer service excellence
Contribute your financial acumen and service dedication to National Bank's dynamic Wealth Management team.
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Position Requirements
10+ Years
work experience
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