Associate Wealth Advisor

Banque Nationale du Canada; Calgary; Hybrid; CAD 85,000 - 125,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community initiatives

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management in Canada seeks a Wealth Management Advisor to manage a client portfolio and provide tailored financial guidance. You will build trusted relationships, collaborate with bank specialists, and contribute to client retention through exceptional service.

You will work in a hybrid environment, balancing office and remote work, with ongoing professional development and access to comprehensive learning resources.

Qualifications

• CIRE and securities exams completed or able to complete after hire.
• CSC completion or able to complete after hire.
• CPH completion or able to complete after hire.
• Financial Planner designation or similar asset is a plus.
• Tax knowledge is an asset.

Responsibilities

• Manage and support a portfolio of clients with diligence and attention to detail.
• Advise clients by recommending financial solutions tailored to objectives and circumstances.
• Build long-term relationships with trust and personalized guidance.
• Collaborate with Bank specialists to address a full range of needs.
• Develop a network of partners and specialists to enhance advisory expertise.
• Contribute to business development and client retention through outstanding service.

Skills

Communication

Relationship building

Financial analysis

Planning & organization

Client advisory

Negotiation

Team collaboration

Education

CSC completed

CIRE completed

CPH completed

Financial Planner designation

Tools

CRM systems

Tax knowledge

Job description

A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor to clients, helping them achieve their financial goals at every stage of life. This role allows you to have a positive impact on our organization through your entrepreneurial mindset, advisory expertise, and ability to build long-term client relationships.

Your role

• Manage and support a portfolio of clients with diligence, professionalism, and attention to detail.
• Advise clients by recommending financial solutions tailored to their objectives and personal circumstances.
• Build long-term relationships of trust and provide personalized guidance through key life events.
• Collaborate with specialists across the Bank to address the full range of client needs.
• Develop and maintain a strong network of partners and specialists to enhance your advisory expertise.
• Contribute to business development and client retention by delivering an outstanding client experience.

Your team

National Bank Financial - Wealth Management is Canada's fifth-largest securities brokerage firm. This sector includes nearly 1,000 investment advisors who manage the assets of more than 400,000 clients across approximately 100 branches.

Within National Bank Financial - Wealth Management, you will be part of a team that works closely together to attract new clients and build lasting relationships based on trust. You report to the Regional Director, who will support your professional development and help you achieve your career goals. Our team stands out through strong collaboration with a broad network of specialists and a client-centered approach focused on addressing clients' overall wealth management needs. We aim to offer maximum flexibility to support your quality of life. This includes a hybrid work environment with both office and remote work arrangements, flexible work schedules to help balance professional and personal commitments, and time‑off options when it matters most.

National Bank values continuous development and internal mobility. Our personalized learning programs, built on hands‑on experience, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring opportunities are available to you at all times.

Requirements

• Canadian Investment Regulatory Examination (CIRE) completed.
• Securities examination for retail clients completed.
• Completion of the Canadian Securities Course (CSC), or ability to complete it following hire.
• Completion of the Conduct and Practices Handbook Course (CPH), or ability to complete it following hire.
• Financial Planner designation or another relevant professional accreditation is considered an asset.
• Knowledge of taxation is considered an asset.

Languages

Skills

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Communication Driving Results Emotional Intelligence Estate Planning Finance Financial Markets Information Analysis Insurance Investments Organization Skills Proposal Generation Retirement Planning Taxations Team Management Teamwork

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Making a bold move in a people‑first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier‑free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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