Join the Angus Watt Advisory Group at National Bank Financial as a Client-Focused Associate. Be part of a team dedicated to wealth management, investment operations, and exceptional client service.

We are seeking an organized and motivated Associate to support Wealth Advisors and enhance client relations. This role provides an prospect to build your career in wealth management, gaining hands-on experience and learning from industry professionals. You will coordinate client requests, maintain records, and assist in delivering top-notch financial advisory solutions.

Key Responsibilities:
• Provide skilled and responsive client service
• Coordinate calendars and client meeting preparations
• Update and maintain client files effectively




• Support Wealth Advisors in business development
• Ensure compliance with established policies and procedures

Requirements:
• College diploma in a related field
• One year of experience in customer service or financial services
• Solid client-service and communication skills
• Solid organization and multitasking capabilities
• Dependable and accountable in all tasks

Enhance your career in wealth management while delivering excellence to our clients at National Bank.
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📌 Client Focused Associate At National Bank Alberta
🏢 National Bank of Canada
📍 Alberta