Wealth Associate

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will join one of the top 10 largest wealth management teams within National Bank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth clients.

Your job:

•Act as first point of contact for all administrative client needs, providing prompt, accurate, and superior customer service

•Be readily available to meet ad-hoc client requests

•Carry out routine operations like deposit, withdrawal, transfer, and currency conversion instructions with diligent follow-up

•Own the client onboarding experience, striving to offer a world-class first impression to new clients

•Manage client meetings by scheduling appointments, creating agendas, and preparing portfolio reports in a timely manner

•      Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. 801 Wealth, where you will be joining, is one of the largest advisor teams within NBFWM and has been serving investors in Calgary and beyond since 1999. Reporting to the regional manager, you will work directly with an investment advisor and support the needs of their high-net-worth clients.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

801 Wealth is also committed to a competitive compensation structure with merit-based bonus incentives, and to the continued education and advancement of our team including opportunities for those pursing higher designations within wealth management.

Pre-requisites:

•Completed college and/or university diploma in a related field

•Two years of relevant experience in the wealth management, banking (“back office”), insurance, and/or financial industry

•    Completion of the Canadian Investment Regulatory Exam (CIRE), or equivalent/recognized industry proficiency requirements (e.g. Canadian Securities Course, Conduct and Practices Handbook Course)

•Excellent knowledge of the Microsoft Office suite

•Excellent customer service skills, including communication via phone and email

•Experience with Salesforce and/or Croesus software is an asset

•Experience with high-net-worth investment clients is an asset The ideal candidate will have 2-5 years of related experience and be RR licensed.