Wealth Associate High Net Worth Clients

Support high-net-worth clients as a Wealth Associate with National Bank in Calgary, using attentive service, organization, and financial operations expertise.

Working with 801 Wealth, you will support an investment advisor and serve high-net-worth clients. This role requires client-focused communication, portfolio administration, Microsoft Office proficiency, and careful compliance. You will contribute to onboarding, meetings, routine transactions, and responsive service within National Bank Financial Wealth Management.

Key Responsibilities:

• Respond promptly to ad-hoc client requests
• Process deposits, withdrawals, transfers, and currency conversions
• Own the client onboarding experience
• Schedule meetings, prepare agendas, and create portfolio reports
• Follow compliance and risk management rules

Requirements:

• Related college or university diploma
• Two years of relevant financial industry experience
• Completed Canadian Investment Regulatory Exam or recognized equivalent
• Excellent Microsoft Office knowledge
• High-net-worth investment client experience is an asset

Bring client service, wealth administration, and diligent follow-up to 801 Wealth while supporting National Bank Financial clients in Calgary.