Become a Wealth Associate at National Bank, where you will drive exceptional service and support to investment advisors. Your expertise will enhance client relationships and transaction management.

This position with National Bank Financial involves collaboration with wealth advisors to deliver superior client experiences. You will be responsible for executing financial transactions, managing compliance, and preparing detailed client reports. Your role will significantly contribute to the overall success of client engagements and banking operations.

Key Responsibilities:
• Provide essential support to investment advisors
• Execute various financial transactions precisely
• Analyze and update comprehensive client documentation




• Create and manage portfolio management reports
• Schedule client meetings and maintain advisors’ agendas

Requirements:
• Relevant diploma from an accredited institution
• At least two years in banking or financial services
• Completion of Canadian Securities Course required
• Robust skills in Microsoft Office applications
• Commitment to high-quality customer service

Leverage your financial expertise and customer service capabilities as a Wealth Associate at National Bank, enhancing client satisfaction.
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📌 National Bank Wealth Associate Role (Alberta)
🏢 National Bank of Canada
📍 Alberta