26 Oct
|
National Bank
|
Calgary
26 Oct
National Bank
Calgary
Attendance
In office
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 new clients and build lasting relati
📌 Associate Wealth Advisor (Calgary)
🏢 National Bank
📍 Calgary