26 Oct
|
National Bank
|
Edmonton
26 Oct
National Bank
Edmonton
Attendance
On-Site
Job number
35989
Category
Support
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): Edmonton
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 prospect 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.
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📌 Associate (On-Site) (Edmonton)
🏢 National Bank
📍 Edmonton