Wealth management expertise meets client-focused service at National Bank, with a hybrid mode supporting investment advisors and branch operations. Use financial planning and portfolio management knowledge to strengthen client experiences.
As a Senior Wealth Associate with National Bank Financial
- Wealth Management, you will partner with investment advisors and report to the regional manager. The work includes account analysis, administrative coordination, marketing, seminars, and financial planning support. You will also guide team members and coordinate client onboarding.

Key Responsibilities





Analyze client accounts and identify needs-based business opportunitiesComplete account administration and provide exceptional customer serviceDevelop marketing materials for investment advisorsCoordinate client seminars and plan their contentSupport financial planning meetings, files, follow-up, and next stepsRequirements:
Related college and/or university diplomaAt least five years of relevant experienceExperience in portfolio management, planning, marketing, social media, or taxationCompleted CSC and/or Conduct and Practices Handbook CourseCompleted CIRE and strong Microsoft Office knowledgeBring wealth management, financial planning, and client service expertise to National Bank’s collaborative hybrid environment supporting investment advisors.
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📌 Senior Wealth Management Associate (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg