At a Glance
- Tasks: Support high-net-worth clients with onboarding, service, and portfolio reporting.
- Company: Join National Bank of Canada – a leader in wealth management.
- Benefits: Enjoy hybrid work options, flexible scheduling, and professional development opportunities.
- Other info: Dynamic team environment with great potential for career advancement.
- Why this job: Make a real difference for clients while growing your career in finance.
- Qualifications: Two years in wealth management or related fields preferred; CIRE or equivalent qualifications.
The predicted salary is between 47250 - 57750 $ per year.
National Bank of Canada – Wealth Management is seeking a Wealth Associate to support high-net-worth clients within 801 Wealth, Calgary.
You will assist with onboarding, client service, and portfolio reporting while coordinating meetings and ensuring compliance.
A two-year background in wealth management or related fields is preferred, with CIRE or equivalent qualifications.
The role offers hybrid work options, flexible scheduling, and opportunities for professional development and designations
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Wealth Management Associate – Remote in Calgary employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
