Advance investment operations for National Bank Financial in Calgary through accurate transactions, portfolio reporting, and high-net-worth client support.

801 Wealth has served investors in Calgary and beyond since 1999 and is among National Bank Financial’s largest advisor teams. Reporting to the regional manager, you will support an investment advisor and their clients. Success requires attention to detail, digital literacy, accountability, and wealth management experience.

Key Responsibilities:

- Carry out client deposit and withdrawal instructions
- Process transfers and currency conversion requests
- Prepare timely portfolio reports for meetings
- Schedule appointments and develop meeting agendas
- Support adherence to compliance and risk rules

Requirements:

- Two years of relevant banking or wealth experience
- Completed related college or university diploma
- Completed Canadian Investment Regulatory Exam or equivalent
- Excellent Microsoft Office suite knowledge
- Registered Representative licensing is preferred

Apply investment operations discipline, client focus, and analytical skills while supporting 801 Wealth’s Calgary advisory practice.

📌 Wealth Associate Investment Operations Calgary
🏢 Banque Nationale du Canada
📍 Calgary