Advance investment operations for National Bank Financial in Calgary through accurate transactions, portfolio reporting, and high-net-worth client support.
801 Wealth has served investors in Calgary and beyond since 1999 and is among National Bank Financial’s largest advisor teams. Reporting to the regional manager, you will support an investment advisor and their clients. Success requires attention to detail, digital literacy, accountability, and wealth management experience.
Key Responsibilities:

Carry out client deposit and withdrawal instructions
Process transfers and currency conversion requests
Prepare timely portfolio reports for meetings
Schedule appointments and develop meeting agendas
Support adherence to compliance and risk rules
Requirements:

Two years of relevant banking or wealth experience
Completed related college or university diploma
Completed Canadian Investment Regulatory Exam or equivalent
Excellent Microsoft Office suite knowledge
Registered Representative licensing is preferred
Apply investment operations discipline, client focus, and analytical skills while supporting 801 Wealth’s Calgary advisory practice.

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Wealth Associate Investment Operations Calgary