Wealth Management Associate - Hybrid/Remote

National Bank of Canada; Calgary; Hybrid; CAD 60,000 - 90,000; 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 – Wealth Management is seeking a Wealth Associate to support high-net-worth clients within 801 Wealth, Calgary. You will assist with onboarding, client service, and portfolio reporting while coordinating meetings and ensuring compliance.

A two-year background in wealth management or related fields is preferred, with CIRE or equivalent qualifications. The role offers hybrid work options, flexible scheduling, and opportunities for professional development and designations

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in wealth management, banking (back office), insurance, or financial services.
• Completion of the Canadian Investment Regulatory Examination (CIRE) or equivalent.
• Excellent knowledge of the Microsoft Office suite.
• Excellent customer service skills via phone and email.
• Experience with Salesforce and/or Croesus is an asset.
• RR licensing is an asset.

Responsibilities

• Meet ad-hoc client requests as needed.
• Carry out routine operations such as deposit, withdrawal, transfer, and currency conversion with diligent follow-up.
• Own the client onboarding experience and strive to offer a world-class first impression to new clients.
• Schedule meetings, prepare agendas, and create portfolio reports in a timely manner.
• Ensure adherence to compliance and risk management rules.

Skills

Client-focused

Communication

Detail-oriented

Teamwork

Problem solving

Multitasking

Learning agility

Initiative

Resiliency

Cybersecurity

Digital literacy

Information analysis

Standards compliance

Wealth management

Accountability

Education

College and/or university diploma in related field

Tools

Salesforce

Croesus

Job description

National Bank of Canada – Wealth Management is seeking a Wealth Associate to support high-net-worth clients within 801 Wealth, Calgary. You will assist with onboarding, client service, and portfolio reporting while coordinating meetings and ensuring compliance.

A two-year background in wealth management or related fields is preferred, with CIRE or equivalent qualifications. The role offers hybrid work options, flexible scheduling, and opportunities for professional development and designations