Support wealth advisors at National Bank by delivering exceptional client service and managing investment transactions, accounts, and files. Collaboration with clients and colleagues is central.

As a Wealth Associate within National Bank Financial - Wealth Management, you will partner with a wealth advisor and report to the regional manager. You will support client requests through transaction processing, account instructions, file administration, and meeting preparation. The work also requires compliance awareness and diligent follow-up across investment accounts.

Key Responsibilities:

- Support investment advisors with superior customer service
- Process securities purchases, sales, and transaction adjustments
- Execute deposits, withdrawals, transfers, and currency conversions




- Analyze, open, and update client files
- Manage agendas, appointments, and client meeting preparation

Requirements:

- Related college and/or university diploma
- Two years of relevant banking, insurance, or financial experience
- Canadian Securities Course and/or Conduct and Practices Handbook Course
- Completion of Canadian Investment Regulatory Exam
- Excellent Microsoft Office suite knowledge

Apply your investment operations, client service, and administrative skills as a Wealth Associate supporting National Bank advisors.

📌 Wealth Associate Investment Operations (Calgary)
🏢 National Bank of Canada
📍 Calgary