Associate Wealth Advisor (Calgary)

Associate Wealth Advisor (Calgary)

26 Oct
|
National Bank
|
Calgary

26 Oct

National Bank

Calgary

Attendance

On-Site

Job number

35853

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

06-Oct-2026

Area(s) of interest: Wealth management

Location(s): Calgary

A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor to clients, helping them achieve their financial goals at every stage of life. This role allows you to have a positive impact on our organization through your entrepreneurial mindset, advisory expertise, and ability to build long-term client relationships.

Your role

- Manage and support a portfolio of clients with diligence, professionalism, and attention to detail.
- Advise clients by recommending financial solutions tailored to their objectives and personal circumstances.




- Build long-term relationships of trust and provide personalized guidance through key life events.
- Collaborate with specialists across the Bank to address the full range of client needs.
- Develop and maintain a strong network of partners and specialists to enhance your advisory expertise.
- Contribute to business development and client retention by delivering an outstanding client experience.

Your team

National Bank Financial - Wealth Management is Canada's fifth-largest securities brokerage firm. This sector includes nearly 1,000 investment advisors who manage the assets of more than 400,000 clients across approximately 100 branches.

Within National Bank Financial - Wealth Management, you will be part of a team that works closely together to attract recent clients and build lasting relati

📌 Associate Wealth Advisor (Calgary)
🏢 National Bank
📍 Calgary

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