Wealth Management Client Experience Associate

National Bank of Canada; Surrey; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

National Bank Financial is seeking an Associate in Wealth Management to collaborate with advisors, deliver exceptional client experiences, and support events. The role blends client relationship management with executive support and administrative operations in a dynamic team environment.

You will help with client communications, calendar management, and coordination of client appreciation events, seminars, and team activities. Strong organization and multitasking are essential.

Qualifications

• 3+ years in customer service, executive assistant, or hospitality.
• Strong written and verbal communication abilities.
• Exceptional organizational and time management skills.

Responsibilities

• Serve as a trusted point of contact for clients and support advisors in delivering wealth management services.
• Manage advisors' calendars, meeting logistics, and travel arrangements.
• Prepare meeting materials and support post-meeting follow-ups.

Skills

Client relationship management

Executive support

Event coordination

Communication

Organization

Time management

Detail-oriented

Tools

Microsoft Office Suite

Job description

National Bank Financial is seeking an Associate in Wealth Management to collaborate with advisors, deliver exceptional client experiences, and support events. The role blends client relationship management with executive support and administrative operations in a dynamic team environment.

You will help with client communications, calendar management, and coordination of client appreciation events, seminars, and team activities. Strong organization and multitasking are essential.