Overview
Associate Wealth Advisor, Private Banking ; Hybrid Jobs in Calgary, Canada at National Bank
Position: Associate Wealth Advisor, Private Banking 1859 (Hybrid)
Permanent
Type of Contract
Permanent
Schedule:
Full-Time
Full Time / Part Time?
Full-Time
Posting date
Wealth management
A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. You will collaborate closely with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to deliver tailored investment and wealth planning solutions, while offering exceptional client experience.
Support the needs of our high-net-worth client base and our growth initiatives by managing relationships with internal and external partners.
Work with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to:
Analyze client investment and wealth planning needs and prepare personalized presentation materials.
Monitor investment portfolios and adapt solutions based on evolving client needs.
Execute market transactions with precision and maintain strong knowledge of fixed income and equity markets as well as financial planning principles.
Stay informed on market trends and investment offerings through CIO, National Bank Investments, and Economist and Research group publications.
Contribute to business development and client acquisition efforts.
You will join the Private Banking 1859 Wealth Group, a team recognized for its expertise and dedication to client success. This position is based in Calgary and may involve travel across Western Canada.
Bachelor’s degree in a related field and 7+ years of relevant experience, or Master’s degree with 5+ years of experience.
Strong knowledge and interest in investment products, financial markets, economics, and financial planning principles.
Advanced skills in PowerPoint and Excel for client presentations and analysis.
Familiarity with Refinitiv Workspace an asset.
Professional designations such as CFA, CIM, CFP, or CPA are highly desirable.
Experience working with ultra-high-net-worth clients, entrepreneurs, or family offices.
Languages:
English
Information Analysis
Digital literacy
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.
* Flexible group insurance
* Generous pension plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Une carrière en tant que Conseiller As a Senior Legal Advisor in the Legal
Title: Associate Wealth Advisor, Private Banking ; Hybrid
Company: National Bank
Location: Calgary, Canada
Category:
