Apply financial markets knowledge and client service expertise as a Senior Wealth Associate at National Bank Financial Wealth Management. Support an advisory team with accuracy and initiative. This senior position supports investment advisors, a portfolio manager and other professionals. You will contribute to client service, financial planning, business development and practice operations. The work includes account analysis, onboarding, communications and planning coordination.

Key Responsibilities
- Analyze client accounts and identify aligned business opportunities
- Oversee account administration with accuracy and timely completion
- Coordinate onboarding and ongoing client communications
- Liaise with accountants,



lawyers and skilled advisors
- Prepare planning files and implement next steps

Requirements:
- Related college diploma and/or university degree
- Minimum five years of relevant experience
- Completed CSC and/or Conduct and Practices Handbook Course
- Strong knowledge of markets, products and trends
- Excellent Microsoft Office and technology skills Bring organized client service, financial planning and communication capabilities to National Bank Financial Wealth Management’s advisory practice.

📌 Senior Wealth Management Associate (Medicine Hat)
🏢 BNC
📍 Medicine Hat