Use investment services expertise and strong 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 recent 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.

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