Wealth Associate National Bank Financial

Job summary

Support wealth advisors by responding to client requests, processing investment transactions and account instructions, and maintaining accurate client files. Prepare portfolio reports and client meetings, manage appointments, and follow compliance and risk management requirements.

Job details

Status: Permanent Schedule: Full-Time Posting date 05-Oct-2026 Area(s) of interest: Wealth management Location(s): Edmonton 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 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 welcome all candidates! What can you bring to our team? Join us!

What you’ll do

Support wealth advisors by responding to client requests, processing investment transactions and account instructions, and maintaining accurate client files. Prepare portfolio reports and client meetings, manage appointments, and follow compliance and risk management requirements.

Requirements

Applicants must have a college and/or university diploma in a related field and two years of relevant experience in banking back office, insurance, or financial services. The role also requires completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course, completion of the Canadian Investment Regulatory Exam, strong Microsoft Office knowledge, and excellent customer service skills.

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

Listed skills

• Customer service · Preferred
• Appointment Scheduling · Preferred
• Collaboration · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Microsoft Office · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Client Relationship Management
• Investment Transaction Processing
• Securities Transactions
• Deposits and Withdrawals
• Funds Transfers
• Currency Conversion
• Client File Management
• Portfolio Reporting
• Appointment Scheduling
• Meeting Preparation
• Compliance
• Risk Management
• Microsoft Office
• Financial Services
• Collaboration

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative

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