Wealth Associate: Client-Centric Wealth Support

National Bank of Canada; Calgary; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness program

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

National Bank of Canada is seeking a Wealth Associate to support wealth advisors and deliver exceptional client service. You will assist with routine financial transactions, open/update client files, and coordinate meetings while ensuring compliance and risk management.

You will work with a team in Wealth Management, contributing to a seamless client experience and accurate portfolio reporting in a fast-paced environment.

Qualifications

• Completed college and/or university diploma in a related field
• Two years of relevant experience in the banking (back office), insurance, and/or financial industry
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
• Completion of CIRE: Canadian Investment Regulatory Exam
• Excellent knowledge of the Microsoft Office suite
• Excellent customer service skills
• Languages: English

Responsibilities

• Support investment advisors in providing superior customer service and be available to meet client requests
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
• Analyze, open, and update client files
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
• Ensure adherence to compliance and risk management rules
• Produce portfolio management reports

Skills

Customer service

Communication

Education

College or university diploma

Tools

Microsoft Office

Job description

National Bank of Canada is seeking a Wealth Associate to support wealth advisors and deliver exceptional client service. You will assist with routine financial transactions, open/update client files, and coordinate meetings while ensuring compliance and risk management.

You will work with a team in Wealth Management, contributing to a seamless client experience and accurate portfolio reporting in a fast-paced environment.