The Angus Watt Advisory Group at National Bank Financial Wealth Management provides investment management, financial planning, and wealth advisory solutions to individuals, families, business owner...

Full-time +2

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out ...

Full time

The Angus Watt Advisory Group at National Bank Financial Wealth Management provides investment management, financial planning, and wealth advisory solutions to individuals, families, business owners, and professionals. Guided by Trust, Clarity, and Heart, our team is committed to building lasting relationships and helping clients create meaningful financial futures.

We are looking for an organized, motivated, and client-focused Associate to join our team. Working closely with Wealth Advisors, Associates, and internal partners, you will help coordinate client service and support the day-to-day administration of client accounts.

This role is an excellent opportunity for someone who wants to build a career in wealth management. You will gain practical experience, learn from experienced professionals, and develop your knowledge of client service, investment operations, compliance, and wealth management practices.

Your Role:

As an Associate, you will help ensure that client requests are handled accurately, professionally, and efficiently. You will communicate with clients and colleagues, maintain client information, coordinate account-related activities, and support Wealth Advisors in delivering an exceptional client experience.

Key Responsibilities:

Client Service

• Provide professional and responsive service to clients in person, by telephone, and by email.


• Help respond to routine client questions and direct more complex inquiries to the appropriate team member.


• Keep clients and advisors informed about the progress of service requests.


• Build positive relationships through clear communication, reliability, and attention to detail.

Advisor and Team Support

• Coordinate calendars, schedule appointments, and assist with client meeting preparation.


• Prepare meeting materials, reports, documentation, and follow-up items.


• Support Wealth Advisors with activities related to client service and business development.


• Communicate effectively with advisors, clients, operational departments, and other internal partners.


• Contribute to a collaborative, respectful, and team-first working environment.

Account Administration and Operations

• Assist with opening, updating, and maintaining client files.


• Process routine account instructions and follow up to ensure requests are completed.


• Support deposits, withdrawals, transfers, currency conversions, and other account-related activities within the responsibilities of the role.


• Maintain accurate records and help keep client documentation complete and current.


• Monitor outstanding items and follow through with the appropriate colleagues or departments.

Compliance and Risk Management

• Follow established policies, procedures, and risk-management requirements.


• Protect confidential client information and maintain accurate documentation.


• Identify missing information or potential issues and elevate them appropriately.


• Complete assigned work carefully, consistently, and within required timelines.

What You Bring:

Education and Experience:

• A college diploma in a related field.


• At least one year of relevant experience in banking operations, customer service, administration, financial services, or a related environment.


• Experience working with clients and handling confidential information is an asset.


• An interest in developing a career in wealth management.

Skills and Capabilities

• Strong client-service and interpersonal skills.


• Clear written and verbal communication.


• Good working knowledge of Microsoft Office.


• Strong organization and priority-management skills.


• Careful attention to detail and accuracy.


• Ability to manage several requests and deadlines in a fast-paced environment.


• Ability to work independently while contributing positively to a larger team.


• Sound judgment and the willingness to ask questions or tackle issues when appropriate.

Personal Attributes

• Client-focused and professional.


• Dependable, accountable, and respectful.


• Curious and committed to continuous learning.


• Adaptable and comfortable with changing priorities.


• Proactive in communicating progress and following through.


• Collaborative, positive, and willing to support the team.

Why Join the Angus Watt Advisory Group?

• Build a strong foundation for a career in wealth management.


• Learn alongside experienced Wealth Advisors and wealth management professionals.


• Gain exposure to client service, investment operations, financial planning, and account administration.


• Participate in structured learning, coaching, and practical development.


• Join a collaborative and values-driven team.


• Make a meaningful contribution to the experience we provide our clients.

Ready to Build Your Career?

At the Angus Watt Advisory Group, your growth is important to us. If you are committed to learning, enjoy helping clients and colleagues, and take pride in accurate, dependable work, we would welcome the opportunity to meet you.

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options


• Employee Share Ownership Plan


• Employee and family assistance program


• Preferential banking services


• Involvement in community initiatives


• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Languages:

Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative

Full-time

CA$19.00 hourly

CA$20.00–CA$28.00 hourly

Remote

Full-time +2