A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clientsandcolleagues.Inthisrole,youwilljoinoneofthetop10largestwealthmanagementteamswithinNationalBank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth clients.

Your job:

- Bereadilyavailabletomeetad-hocclient requests
- Carryoutroutineoperationslikedeposit,withdrawal,transfer,andcurrencyconversioninstructionswithdiligent follow-up
- Owntheclientonboardingexperience,strivingtoofferaworld-classfirstimpressiontonew clients
- Manageclientmeetingsbyschedulingappointments,creatingagendas,andpreparingportfolioreportsinatimely manner
- Ensureadherencetocomplianceandriskmanagement rules

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. 801 Wealth, where you will be joining, is one of the largest advisor teams within NBFWM and has been serving investors in Calgary andbeyondsince1999.Reportingtotheregionalmanager,youwillworkdirectlywithaninvestmentadvisorandsupport the needs of their high-net-worth clients.

We want to contribute to your quality of life by offering you as much flexibility as possible inyour work. Forexample, we offerahybrid(remoteandintheoffice)workmodel,workschedulearrangementstohelpyouachievework/lifebalance, and flexible leave that you can take when it's important to you.

801 Wealth is also committed to a competitive compensation structure with merit-based bonus incentives, and to the continuededucationandadvancementofourteamincludingopportunitiesforthosepursinghigherdesignationswithin wealth management.

Pre-requisites:

- Completedcollegeand/oruniversitydiplomainarelated field
- Twoyearsofrelevantexperienceinthewealthmanagement,banking(“backoffice”),insurance,and/orfinancial industry




- CompletionoftheCanadianInvestmentRegulatoryExam(CIRE),orequivalent/recognizedindustryproficiencyrequirements(e.g.CanadianSecuritiesCourse,ConductandPracticesHandbookCourse)
- ExcellentknowledgeoftheMicrosoftOffice suite
- Excellentcustomerserviceskills,includingcommunicationviaphoneandemail
- ExperiencewithSalesforceand/orCroesussoftwareisan asset
- Experiencewithhigh-net-worthinvestmentclientsisan asset Theidealcandidatewillhave2-5yearsofrelatedexperienceandbeRR licensed.

Languages: English

Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Your perks

- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine service
- 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?

Join us

📌 Wealth Associate (Calgary)
🏢 National Bank of Canada
📍 Calgary