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Added 1 day ago
AL
Maintenance Associate (Residential Property)
Avenue Living Residential
Bonnyville, AB
- Full-time
…properties with features such as environmentally friendly water management procedures, improved heating and cooling systems, solar panels, and upgraded air filtration…
Added 1 day ago
TU
Research Associate
The University of British Columbia
Vancouver, BC
- Full-time
The Research Associate provides senior level scientific leadership through the design, execution, analysis, and dissemination of original research in advanced materials, polymers, bio-based…
Added 1 day ago
WC
Director, Program Management
Walmart Canada
Mississauga, ON
- Full-time
What you'll do...This role oversees program performance by reviewing projections compared to actual results, identifying key performance indicators, and guiding return-on-investment…
Added 1 day ago
TU
Development Coordinator, Corporate & Foundation Relations
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Reports to: One of: Advancement Officer, Associate Director, Manager, Director, Senior Director/Assistant Dean, or Executive Director of Development.
Added 1 day ago
UO
Research Associate
University of British Columbia
Vancouver, BC · UBCV | Chemical and Biological Engineering Building (CHBE)
- Full-time
The Research Associate provides senior level scientific leadership through the design, execution, analysis, and dissemination of original research in advanced materials, polymers, bio-based…
Added 1 day ago
UO
Research Associate
University of British Columbia
Vancouver, BC · UBCV | Chemical and Biological Engineering Building (CHBE)
- Full-time
The Research Associate provides senior level scientific leadership through the design, execution, analysis, and dissemination of original research in advanced materials, polymers, bio-based…
Added 1 day ago
E
Specialist II TIS Application Observability
Enbridge
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
…will partner with application, infrastructure, and service management teams to embed observability into the software development lifecycle while driving automation, standardization, and…
Added 2 days ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
…standardization, stability, and predictability of our release cycles. The Senior DevSecOps Engineer plays a key role in fostering a culture of continuous improvement by bridging…
Added 2 days ago
Operations Manager, School of Skilled Trades and Apprenticeship
Mohawk College
Hamilton, ON
Reporting to the Senior Manager, Administration, within the School of Skilled Trades and Apprenticeship, the incumbent is responsible for overseeing and managing the administrative and…
Added 2 days ago
A
DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
…standardization, stability, and predictability of our release cycles. The Senior DevSecOps Engineer plays a key role in fostering a culture of continuous improvement by bridging…
Added 2 days ago
ML
Associate General Counsel
Maple Leaf Foods Inc
Mississauga, ON
- Full-time
Demonstrated experience leading or materially contributing to enterprise-wide risk management, governance, strategic risk assessment or another complex cross-functional risk program,…
Added 2 days ago
RB
Associate Director, Operational Resilience
Royal Bank of Canada
Toronto, ON
- Full-time
The Enterprise Chief Controls Office (ECCO) is seeking an Associate Director of Operational Resilience to join our First Line of Defense (1LOD) team and support the enterprise-wide…
Added 2 days ago
W
Director, Program Management
Walmart
Mississauga, ON
- Full-time
This role drives informed decision-making and ensures the resolution of critical issues by partnering with senior leaders to identify goals, risks, and known issues within the business.…
Added 2 days ago
Partner Operations Program Manager, Associate
Brex
Vancouver, BC
Excellent cross-functional communication and stakeholder-management skills, including the ability to influence senior internal and external partners.
Added 2 days ago
UO
Development Coordinator, Corporate & Foundation Relations
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Reports to: One of: Advancement Officer, Associate Director, Manager, Director, Senior Director/Assistant Dean, or Executive Director of Development.
Added 2 days ago
UO
Associate Registrar, Enrolment Services, Office of the Registrar
University of Calgary
Calgary, AB
- Full-time
The Office of the Registrar is currently seeking a Full-time Limited Term Associate Registrar, Enrolment Services for approximately 6 months.
Added 2 days ago
Senior Technical Specialist
Insurance Corporation of British Columbia
North Vancouver, BC
The Information Services Division is currently looking for a Senior Technical Specialist. In this position, you will provide senior-level technical leadership for the design,…
Added 2 days ago
MD
IT Quality Analyst/Tester/SEBT Specialist - ITS3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Education in Information Technology (IT) or an IT related field may substitute for experience as follows: a master’s degree for eighteen (18) months of experience; a bachelor’s degree for…
Added 2 days ago
EI
Brand Protection Advisor - Hospitality and Hotels
Ecolab Inc.
London, ON · Windsor, ON
- Full-time
Utilize a tablet, Microsoft Suite, and Customer Relationship Management (CRM) technology to ensure efficient planning and perform essential job functions
Added 2 days ago
R
Associate Director, Operational Resilience
RBC
Toronto, ON
- Full-time
The Enterprise Chief Controls Office (ECCO) is seeking an Associate Director of Operational Resilience to join our First Line of Defense (1LOD) team and support the enterprise-wide…
Added 2 days ago
System Integration and Network Support
L3Harris Technologies
Montreal, QC
The Operations Engineering Network Engineering Associate is responsible for supporting and maintaining network infrastructure and computer-based equipment used in production, simulation,…
Added 2 days ago
AS
Technical Lead - AI Delivery
Ardent SoftSol Inc.
Brampton, ON
- Contract
Optimize agent performance, monitoring, evaluation, and lifecycle management.
Added 2 days ago
A
Représentant(e) des ventes, nouvelles affaires - Marché intermédiaire/Mid-Market Account Executive - New Business
ADP
Montreal, QC
- Full-time
Added 2 days ago
NB
Senior Wealth Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
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…
Added 2 days ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior 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 work closely with…

National Bank of Canada

Senior Wealth Associate

Medicine Hat, AB, Canada

Full-time

Apply About employer

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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!

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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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