Wealth Management Associate: Client Services & Operations

National Bank of Canada; Medicine Hat; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Medicine Hat is looking for an Associate in Wealth Management. In this role, you will provide exceptional service to clients and support wealth advisors in their business development. You need to have a college diploma in a related field and at least one year of relevant experience. The position offers a hybrid work model, competitive compensation, and a range of flexible benefits including a wellness program and generous pension plan.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Qualifications

• At least one year of relevant experience in banking operations, customer service, or administration.
• Good knowledge of the Microsoft Office suite.
• Organizational and priority management skills.

Responsibilities

• Ensure effective communication between clients, advisors, and other collaborators.
• Provide superior customer service via all channels.
• Analyze client accounts to support advisors' business development.
• Carry out transactions related to investment accounts.
• Open and update client files.
• Coordinate advisors’ schedules and prepare client meetings.
• Ensure compliance with risk management rules.

Skills

Customer service

Communication

Organizational skills

Microsoft Office

Education

College diploma in a related field

Job description

A leading financial institution in Medicine Hat is looking for an Associate in Wealth Management. In this role, you will provide exceptional service to clients and support wealth advisors in their business development. You need to have a college diploma in a related field and at least one year of relevant experience. The position offers a hybrid work model, competitive compensation, and a range of flexible benefits including a wellness program and generous pension plan.