Support high-net-worth clients as a Wealth Associate with National Bank in Calgary, using attentive service, organization, and financial operations expertise.
Working with 801 Wealth, you will support an investment advisor and serve high-net-worth clients. This role requires client-focused communication, portfolio administration, Microsoft Office proficiency, and careful compliance. You will contribute to onboarding, meetings, routine transactions, and responsive service within National Bank Financial Wealth Management.
Key Responsibilities: Respond promptly to ad-hoc client requests
Process deposits, withdrawals, transfers, and currency conversions
Own the client onboarding experience
Schedule meetings, prepare agendas,



and create portfolio reports
Follow compliance and risk management rules
Requirements: Related college or university diploma
Two years of relevant financial industry experience
Completed Canadian Investment Regulatory Exam or recognized equivalent
Excellent Microsoft Office knowledge
High-net-worth investment client experience is an asset
Bring client service, wealth administration, and diligent follow-up to 801 Wealth while supporting National Bank Financial clients in Calgary.

#J-18808-Ljbffr

📌 Wealth Associate High Net Worth Clients (Alberta)
🏢 Banque Nationale du Canada
📍 Alberta