Senior Wealth Associate

National Bank of Canada; Edmonton; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Health and wellness program, including

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

Angus Watt Advisory Group at National Bank Financial Wealth Management seeks a Senior Wealth Associate to partner with Wealth Advisors and serve as a key client contact. This client-facing, growth-focused role requires sound judgment, initiative, and a patient, proactive approach to service delivery.

You will support investment management, financial planning, and complex client servicing for high-net-worth individuals and families, building lasting relationships and coordinating comprehensive

Qualifications

• Minimum 5 years of wealth management experience with high-net-worth clients.
• Strong background in investment management, financial planning, and complex servicing.
• Proven relationship management, communication, and organization skills.

Responsibilities

• Serve as a primary contact for high-net-worth clients with proactive, personalized service.
• Build trusted relationships through exceptional communication and responsiveness.
• Manage inquiries, account administration, transactions, and service requests with professionalism.
• Coordinate client review meetings, including customized reports and follow-ups.
• Support advisors in delivering integrated wealth management solutions.
• Identify process improvements to enhance the client experience.

Skills

Relationship management

Client service

Investment management

Financial planning

Communication

Organization

Attention to detail

Multitasking

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

WME® certification

CIRO licensing requirements

Tools

CRM systems

Reporting tools

Job description

Angus Watt Advisory Group at National Bank Financial Wealth Management delivers comprehensive investment management, financial planning, and wealth advisory solutions to high-net-worth individuals, families, business owners, and professionals. Built on a foundation of Trust, Clarity, and Heart, our team is committed to creating lasting relationships and helping clients build meaningful financial futures.

We are seeking an experienced Senior Wealth Associate to serve as a trusted partner to our Wealth Advisors and a key relationship contact for our clients. This is a highly visible, client-facing role suited to a motivated professional who thrives in a fast-paced environment and is passionate about delivering an exceptional client experience.

This is not a traditional administrative position. We are looking for a confident wealth management professional who demonstrates sound judgment, takes initiative, anticipates client and advisor needs, and contributes meaningfully to the continued growth of our practice.

Key Responsibilities:

Client Relationship Management

• Serve as a primary contact for high-net-worth clients, delivering timely, proactive, and personalized service.
• Build trusted relationships through exceptional communication and responsiveness.
• Manage client inquiries, account administration, transactions, and service requests with professionalism and attention to detail.
• Deliver a consistent white-glove client experience.
• Coordinate and prepare for client review meetings, including customized reports, meeting materials, and follow-up action items.
• Support advisors in delivering integrated wealth management solutions.
• Act as a trusted operational and client service partner, helping drive efficiency and an exceptional client experience.
• Participate in client service planning and practice growth initiatives.

Operations & Compliance

• Prepare and maintain client documentation and account records.
• Ensure all client activity is processed accurately and in compliance with regulatory requirements.
• Monitor account activity and follow through on client requests to completion.
• Identify opportunities to improve processes and enhance the client experience.

What You Bring:

Experience

• Minimum 5 years of experience in a wealth management environment.
• Proven success supporting high-net-worth clients.
• Experience with investment management, financial planning, and complex client servicing.
• Strong relationship management, communication, and organizational skills.
• Ability to manage competing priorities while maintaining exceptional attention to detail.

Qualifications

• Canadian Securities Course (CSC) required.
• Conduct and Practices Handbook (CPH) required.
• WME® completed or in progress.
• Canadian Investment Regulatory Exam (CIRO licensing requirements) completed or eligible.

Personal Attributes

• Proactive, resourceful, and accountable.
• Professional and confident under pressure.
• Strong judgment and problem-solving abilities.
• Committed to continuous learning and professional growth.
• Driven to deliver an exceptional client experience.

Why Join Angus Watt Advisory Group?

• Work with sophisticated high-net-worth clients and multi-generational families.
• Join a collaborative, high-performing, and values-driven team.
• Gain exposure to comprehensive wealth planning and investment strategies.
• Build a long-term career with opportunities for professional growth and development.
• Make a meaningful impact on clients’ financial lives while working alongside experienced industry leaders.

At Angus Watt Advisory Group, your future is at the heart of our business. If you are a driven wealth management professional who is passionate about delivering exceptional client service and building meaningful relationships, we would welcome the opportunity to meet you.

Languages: English

Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are 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?

Join us!