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Wealth Associate Investment Operations
Job in
Calgary, Alberta, T1W 0K6, Canada
Listed on 2026-11-05
Listing for:
Banque Nationale du Canada
Full Time
position Listed on 2026-11-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Banking & Finance
Job Description & How to Apply Below
Advance investment operations for National Bank Financial in Calgary through accurate transactions, portfolio reporting, and high-net-worth client support.
801 Wealth has served investors in Calgary and beyond since 1999 and is among National Bank Financial’s largest advisor teams. Reporting to the regional manager, you will support an investment advisor and their clients. Success requires attention to detail, digital literacy, accountability, and wealth management experience.
Key Responsibilities:- Carry out client deposit and withdrawal instructions
- Process transfers and currency conversion requests
- Prepare timely portfolio reports for meetings
- Schedule appointments and develop meeting agendas
- Support adherence to compliance and risk rules
- Two years of relevant banking or wealth experience
- Completed related college or university diploma
- Completed Canadian Investment Regulatory Exam or equivalent
- Excellent Microsoft Office suite knowledge
- Registered Representative licensing is preferred
Apply investment operations discipline, client focus, and analytical skills while supporting 801 Wealth’s Calgary advisory practice.
Position Requirements
10+ Years
work experience
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