Build exceptional client experiences with 801 Wealth in Calgary through onboarding, meeting coordination, and diligent wealth management administration.

As a Wealth Associate at National Bank Financial, you will work directly with an investment advisor. You will support high-net-worth clients through attentive administrative service and routine investment instructions. The position emphasizes organization, multitasking, communication, critical thinking, and compliance within a leading Canadian brokerage firm.

Key Responsibilities:
Deliver a robust first impression during client onboarding
Coordinate appointments, agendas, and portfolio reports
Provide attentive administrative support to clients
Complete routine deposits, transfers, withdrawals, and conversions
Maintain compliance with risk management requirements

Requirements:
Two to five years of related experience preferred
Related postsecondary diploma
Canadian Investment Regulatory Exam or recognized proficiency
Solid Microsoft Office suite knowledge
Salesforce or Croesus experience is an asset

Use your organization, communication, and wealth management knowledge to coordinate service for high-net-worth clients at 801 Wealth.

📌 Wealth Management Client Service Associate Calgary
🏢 Banque Nationale du Canada
📍 Calgary