Use investment services expertise and solid organization to support clients at National Bank Financial Wealth Management. Coordinate account management, planning and communications with care.

As a Senior Wealth Associate, you will work alongside investment advisors and a portfolio manager. Your responsibilities span client account oversight, financial and estate planning, marketing support and business development. You will help maintain consistent, high-quality client experiences.

Key Responsibilities:

- Oversee new client onboarding and account management activities
- Support financial and estate planning processes
- Develop client communication and marketing materials
- Coordinate meetings, events, seminars and relevant content




- Support portfolio management and business development strategies

Requirements:

- Minimum five years in wealth management or related fields
- College diploma and/or university degree in a related field
- Complete CIRE where required
- Exceptional client service and communication skills
- Ability to manage multiple priorities independently and collaboratively

Apply your investment services knowledge, planning coordination and client communication skills within National Bank Financial Wealth Management.

📌 Senior Investment Services Associate (Medicine Hat)
🏢 National Bank of Canada
📍 Medicine Hat