Associate Wealth Advisor (On-Site)
Job Description
Attendance On-Site Job number 30829 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Feb-2026 Area(s) of interest: Wealth management Location(s): CalgaryA career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.
Your job:
- Diligently and attentively support and manage your portfolio of clients.
- Offer your clients the best solutions on the market so they can achieve their financial goals.
- Collaborate with several specialists from different sectors of the Bank to meet all needs.
- Build strong relationships with a wide variety of specialists who can guide you in your advisory role.
Your team:
National Bank Financial - Wealth Management is the fifth largest mutual funds 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. Every day, you'll work with these clients as well as an investment assistant or senior investment assistant. You'll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
- Completion of CIRE: Canadian Investment Regulatory Exam
- Completion of RSE: Retail Securities Exam
- Financial Planner or any other accreditation related to the field, an asset
- Willingness to offer quick and efficient service to clients
- Knowledge of taxation, an asset
- Recognized ability to learn software and IT systems
- Excellent ability to maintain business relationships through the effective use of virtual communication tools
How to Apply
Ready to start your career as a Associate Wealth Advisor (On-Site) at NATIONAL BANK OF CANADA?
- Click the "Apply Now" button below.
- Review the safety warning in the modal.
- You will be redirected to the employer's official portal to complete your application.
- Ensure your resume and cover letter are tailored to the job description using our AI tools.
Frequently Asked Questions
Who is hiring?▼
This role is with NATIONAL BANK OF CANADA in Calgary.
Is this a remote position?▼
This appears to be an on-site role in Calgary.
What is the hiring process?▼
After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.