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Added 11 mins ago
R&
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OD
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- Full-time
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National Bank of Canada

Senior Wealth Associate

Medicine Hat, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 29, 2026
Experience: Minimum of 5 years of relevant experience in wealth management, investment services, financial planning, taxation, marketing, business development or a related field.
Posting language: English
Posted: Oct 30, 2026

Original job description

A career as a Senior Wealth Associate at National Bank Financial Wealth Management is an opportunity to join a high-performing investment advisory team focused on delivering an exceptional client experience. You will work closely with investment advisors, a portfolio manager and other professionals, playing an important role in client service, financial planning, business development and the efficient operation of the practice.

Your job:

Analyze client accounts and identify business and service opportunities aligned with clients’ needs and objectives.
Oversee administrative activities related to client account management, ensuring accuracy, timely completion and exceptional client service.
Oversee new client onboarding and coordinate ongoing client communications to ensure continuity and a consistent, high-quality client experience.
Liaise with clients’ accountants, lawyers and other professional advisors on matters related to tax, estate and financial planning.
Participate in the financial and estate planning process in collaboration with the firm’s financial planning professionals, including client file preparation, follow-up and implementation of next steps.
Work closely with investment advisors and the portfolio manager to support portfolio management, business development and marketing strategies.
Develop client communication and marketing materials that effectively present the team’s services and investment offering.
Coordinate client meetings, events and seminars, including the preparation of relevant content and materials.
Oversee the onboarding, training and coaching of new team members.
Assist with annual business planning and monitor progress toward established goals and objectives.

About the Team:

From 2023 through 2025, our team was recognized as one of the highest-ranking advisory teams for client satisfaction within National Bank Financial Wealth Management across Canada.

We are committed to being a trusted partner in our clients’ financial success. Through comprehensive financial planning, personalized investment solutions and dedicated advice, we help our clients pursue their financial goals with confidence and peace of mind.

Our clients rely on our commitment to exceptional service, integrity, professionalism and transparency. As a Senior Wealth Associate, you will be an integral part of this client experience. Collaboration, initiative, attention to detail and a commitment to excellence will be key to your success.

National Bank Financial Wealth Management is the fifth-largest investment dealer in Canada, with close to 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches.

Prerequisites:

College diploma and/or university degree in a related field.
Minimum of 5 years of relevant experience in wealth management, investment services, financial planning, taxation, marketing, business development or a related field.
Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course completed, or willingness to successfully complete required courses within one year of assuming the position.
Completion of the Canadian Investment Regulatory Exam (CIRE), where required.
Strong knowledge of financial markets, investment products and current market trends.
Excellent Microsoft Office skills and a high level of comfort working with technology.
Exceptional client service and strong written and verbal communication skills.
Strong organizational skills, attention to detail and the ability to manage multiple priorities.
Demonstrated initiative and the ability to work both independently and collaboratively within a team.

Languages: English
Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply About employer

More about this job

Responsibilities

Analyze client accounts and identify service and business opportunities, oversee account administration and onboarding, and coordinate client communications and meetings. Support financial and estate planning, portfolio management, marketing, business planning, and the onboarding and coaching of new team members.

Requirements

A college diploma and/or university degree in a related field and at least five years of relevant experience are required. Candidates need strong knowledge of financial markets and investment products, excellent client service and communication skills, strong organizational abilities, and the CSC and/or Conduct and Practices Handbook Course, or willingness to complete required courses within one year; CIRE is required where applicable.

Skills

Wealth Management
Client Service
Financial Planning
Investment Analysis
Portfolio Management
Business Development
Marketing
Client Communication
Financial Markets
Investment Products
Microsoft Office
Organization
Attention to Detail
Critical Thinking
Teamwork
Initiative

Benefits

Health and Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisory
Client Service
Client Account Management
Financial Planning
Estate Planning
Tax Planning
Portfolio Management
Investment Products
Financial Markets
Business Development
Marketing Strategies
Client Onboarding
Client Communications
Business Planning
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Microsoft Office
Investment Advisors
Client Meetings
Seminars
Team Training
Regulatory Compliance

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