Wealth Management Associate

Banque Nationale du Canada; Edmonton; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an organized, motivated Associate to join the Angus Watt Advisory Group within National Bank Financial Wealth Management. You will coordinate client service and support the day-to-day administration of client accounts.

Working closely with Wealth Advisors and internal partners, you will ensure client requests are handled accurately, professionally, and efficiently, while maintaining client records and supporting a superior client experience.

Qualifications

• A college diploma in a related field.
• At least one year of relevant experience in banking operations, customer service, administration, financial services, or a related environment.
• Experience working with clients and handling confidential information is an asset.
• An interest in developing a career in wealth management.

Responsibilities

• Provide professional and responsive service to clients in person, by telephone, and by email.
• Help respond to routine client questions and direct more complex inquiries to the appropriate team member.
• Keep clients and advisors informed about the progress of service requests.
• Build positive relationships through clear communication, reliability, and attention to detail.
• Coordinate calendars, schedule appointments, and assist with client meeting preparation.
• Prepare meeting materials, reports, documentation, and follow-up items.
• Support Wealth Advisors with activities related to client service and business development.
• Communicate effectively with advisors, clients, operational departments, and other internal partners.
• Contribute to a collaborative, respectful, and team-first working environment.
• Assist with opening, updating, and maintaining client files.
• Process routine account instructions and follow up to ensure requests are completed.
• Support deposits, withdrawals, transfers, currency conversions, and other account-related activities within the responsibilities of the role.
• Maintain accurate records and help keep client documentation complete and current.
• Monitor outstanding items and follow through with the appropriate colleagues or departments.
• Follow established policies, procedures, and risk-management requirements.
• Protect confidential client information and maintain accurate documentation.
• Identify missing information or potential issues and elevate them appropriately.
• Complete assigned work carefully, consistently, and within required timelines.

Skills

Client service

Interpersonal skills

Written and verbal communication

Microsoft Office

Organization skills

Attention to detail

Multitasking

Independent work

Team collaboration

Education

College diploma in a related field

Tools

Microsoft Office

Job description

National Bank of Canada is seeking an organized, motivated Associate to join the Angus Watt Advisory Group within National Bank Financial Wealth Management. You will coordinate client service and support the day-to-day administration of client accounts.

Working closely with Wealth Advisors and internal partners, you will ensure client requests are handled accurately, professionally, and efficiently, while maintaining client records and supporting a superior client experience.