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Added 4 mins ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 4 mins ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 4 mins ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 4 mins ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
…to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our…
Added 5 hours ago
FH
Pharmacy Technician - Langley Memorial Hospital
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Langley (District), BC · City of Langley, BC
- $36.26 CAD / hour
- Part-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 7 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
…fostering relations between Child Care and the larger UVic…
Added 7 hours ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The Accessibility Advisor provides advice and consultation on the University’s legal and regulatory
Added 7 hours ago
CH
Advisor
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Manager, Medical Workforce, the Advisor plays an important role in physician workforce planning and recruitment across Covenant Health. Working closely with medical and…
Added 7 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Avonlea, SK
- Full-time
At Nelson Motors and Equipment, we're proud to be a trusted partner in our agricultural community. Our customers count on us for dependable service, expert support, and a shop experience…
Added 8 hours ago
M
Seasonal Store Advisor
MEC
North Vancouver, BC
- $19.35 to $20.2 CAD / hour
- Temporary
MEC is more than a store. We’re a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. People come to us to try new things and plan new…
Added 9 hours ago
H
Architecture Principal – Education, Science and Sport
HDR
Toronto, ON
- Full-time
…you could help make great things possible not only in your community, but around the…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 9 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 10 hours ago
CL
Client Service Associate, Insurance and Investments
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Winnipeg, MB
- Full-time
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 11 hours ago
RJ
Financial Advisor Assistant
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Calgary, AB
- Full-time
Support the Financial Advisor(s) in growth of the overall business;
Added 12 hours ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
…maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results-driven person who also loves providing…
Added 13 hours ago
EF
Financial Advisor (Sardis Branch)
Envision Financial
Chilliwack, BC
- $52,400 to $65,600 USD / year
- Full-time
We are currently seeking a Financial Advisor to join our team.
Added 13 hours ago
VS
Adult Education Senior Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
Recent Graduates to include your Faculty Advisor, School Advisor(s) and one or more of the following: Principal, Vice principal or most recent previous employer
Added 13 hours ago
VS
Adult Education Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
Recent Graduates to include your Faculty Advisor, School Advisor(s) and one or more of the following: Principal, Vice principal or most recent previous employer
Added 14 hours ago
UO
Research Assistant, Clinical Neurosciences
University of Calgary
Calgary, AB
- Part-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 1.

National Bank of Canada

Wealth Associate

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

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 help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

Support investment advisors in providing superior customer service and be available to meet client requests
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Analyze, open, and update client files
Produce portfolio management reports
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites:

Completed college and/or university diploma in a related field
Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills

#INDGP

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

Support wealth advisors by providing client service, processing investment transactions and account instructions, and maintaining accurate client files. Prepare portfolio reports, coordinate appointments and meetings, and follow compliance and risk management requirements.

Requirements

Requires a completed college or university diploma in a related field and two years of relevant experience in banking back-office operations, insurance, or financial services. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, completed the Canadian Investment Regulatory Exam, and have strong Microsoft Office and customer service skills.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention To Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Compliance
Teamwork

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
Customer Service
Financial Transactions
Securities Purchases And Sales
Transaction Adjustments
Deposits
Withdrawals
Transfers
Currency Conversion
Investment Accounts
Client Files
Portfolio Management Reports
Microsoft Office
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Compliance
Risk Management
Banking
Insurance
Financial Services
Appointment Scheduling
Client Meetings

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