Senior Wealth Associate - Jobs and employment opportunities in Canada - jobs-ca.com

Attendance
On-Site
Job number
35990
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
07-Oct-2026
Area(s) of interest: Wealth management
Location(s): Edmonton
Angus Watt Advisory Group at National Bank Financial Wealth Management delivers comprehensive investment management, financial planning, and wealth advisory solutions to high-net-worth individuals, families, business owners, and professionals. Built on a foundation of Trust, Clarity, and Heart, our team is committed to creating lasting relationships and helping clients build meaningful financial futures.
We are seeking an experienced Senior Wealth Associate to serve as a trusted partner to our Wealth Advisors and a key relationship contact for our clients. This is a highly visible, client-facing role suited to a motivated professional who thrives in a fast-paced environment and is passionate about delivering an exceptional client experience.
This is not a traditional administrative position. We are looking for a confident wealth management professional who demonstrates sound judgment, takes initiative, anticipates client and advisor needs, and contributes meaningfully to the continued growth of our practice.
Key Responsibilities:
Client Relationship Management
Serve as a primary contact for high-net-worth clients, delivering timely, proactive, and personalized service.
Build trusted relationships through exceptional communication and responsiveness.
Manage client inquiries, account administration, transactions, and service requests with professionalism and attention to detail.
Deliver a consistent white-glove client experience.

Advisor & Practice Support
Coordinate and prepare for client review meetings, including customized reports, meeting materials, and follow-up action items.
Support advi