National Bank of Canada

Offers personal and commercial banking services

Wealth Associate

Wealth Management & Financial AdvisoryPosted on Nov 12

Full-timeCalgary, AB, CanadaNo salary listed

About the Job

Requirements

Have two years of relevant experience in wealth management, banking back office, insurance, or the financial industry; the posting also describes the ideal candidate as having 2–5 years of related experience.
Be licensed as an RR.
Have completed college and/or a university diploma in a related field.
Have completed the Canadian Investment Regulatory Exam or equivalent/recognized industry proficiency requirements, such as the Canadian Securities Course or Conduct and Practices Handbook Course.
Have excellent knowledge of the Microsoft Office suite.
Have customer service skills, including communication by phone and email.

Responsibilities

Act as the first point of contact for all administrative client needs, providing prompt and accurate customer service.
Be available to meet ad-hoc client requests.
Carry out routine operations, including deposit, withdrawal, transfer, and currency conversion instructions, with diligent follow-up.
Own the client onboarding experience and provide a strong first impression to new clients.
Manage client meetings by scheduling appointments, creating agendas, and preparing portfolio reports in a timely manner.
Ensure adherence to compliance and risk management rules.

Desired Qualifications

Experience with Salesforce and/or Croesus software is an asset.
Experience with high-net-worth investment clients is an asset.

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.

In this role, you will join one of the top 10 largest wealth management teams within National Bank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth clients.

The ideal candidate will have 2-5 years of related experience and be RR licensed.

Your job:

Act as first point of contact for all administrative client needs, providing prompt, accurate, and superior customer service
Be readily available to meet ad-hoc client requests
Carry out routine operations like deposit, withdrawal, transfer, and currency conversion instructions with diligent follow-up
Own the client onboarding experience, striving to offer a world-class first impression to new clients
Manage client meetings by scheduling appointments, creating agendas, and preparing portfolio reports in a timely manner
Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. 801 Wealth, where you will be joining, is one of the largest advisor teams within NBFWM and has been serving investors in Calgary and beyond since 1999. Reporting to the regional manager, you will work directly with an investment advisor and support the needs of their high-net-worth clients.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

801 Wealth is also committed to a competitive compensation structure with merit-based bonus incentives, and to the continued education and advancement of our team including opportunities for those pursing higher designations within wealth management.

Pre-requisites:

Completed college and/or university diploma in a related field
Two years of relevant experience in the wealth management, banking (“back office”), insurance, and/or financial industry
Completion of the Canadian Investment Regulatory Exam (CIRE), or equivalent/recognized industry proficiency requirements (e.g. Canadian Securities Course, Conduct and Practices Handbook Course)
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills, including communication via phone and email
Experience with Salesforce and/or Croesus software is an asset
Experience with high-net-worth investment clients is an asset

Languages:

English

About the Company

National Bank of Canada

Offers personal and commercial banking services

NBC provides personal and commercial banking, wealth management, and financial planning to individuals, SMEs, and large institutions. Its products operate through deposits, loans, mortgages, and investment services delivered via branches, digital platforms, and advisory teams to support client needs. It differentiates itself with a strong presence in Quebec, a customer-centric, human-focused approach, and a focus on long-term relationships rather than generic offerings. The goal is to help clients achieve financial well-being while expanding NBC’s footprint and positive impact in the communities it serves.

Company size: Not listed
Company stage: IPO
Headquarters: Québec City, Canada
Founded: 1859

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