Wealth Advisor – Hybrid, Client Growth & Impact

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

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.