Make a difference as a Wealth Management Advisor with National Bank Financial. Guide clients through their financial journeys with personalized strategies in a hybrid work setting.
As a trusted advisor, you will manage a portfolio of clients with professionalism and diligence. Your role requires a strong focus on building long-term relationships and providing tailored financial solutions that meet individual objectives. Collaborate with specialists and contribute to business development while enhancing your advisory expertise with a network of partners.
Key Responsibilities:
• Manage and support a diverse client portfolio
• Advise clients on tailored financial solutions
• Build lasting trust and client relationships




• Collaborate with specialists to meet client needs
• Contribute to business development and client retention
Requirements:
• Completed Canadian Investment Regulatory Examination
• Securities examination for retail clients
• Completion of the Canadian Securities Course
• Financial Planner designation considered an asset
• Knowledge of taxation is advantageous
Bring your expertise in wealth management to National Bank and help clients achieve their financial goals.
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📌 Wealth Management Advisor at National Bank (Calgary)
🏢 National Bank of Canada
📍 Calgary