Wealth Associate
Calgary, AB ยท On-site
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Analyze, open, and update client files * Produce portfolio management reports * Carry out the ...
Calgary, AB ยท On-site
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Analyze, open, and update client files * Produce portfolio management reports * Carry out the ...
Calgary, AB ยท On-site
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Analyze, open, and update client files * Produce portfolio management reports * Carry out the ...
Calgary, AB ยท Hybrid
... Analyze, open, and update client files Produce portfolio management reports Carry out the ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Calgary, AB ยท Hybrid
... Analyze, open, and update client files Produce portfolio management reports Carry out the ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Calgary, AB ยท On-site
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Effectively communicate investigation and analysis findings to colleagues * Be prepared to provide ...
Calgary, AB ยท On-site
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Effectively communicate investigation and analysis findings to colleagues * Be prepared to provide ...
Calgary, AB ยท On-site
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Effectively communicate investigation and analysis findings to colleagues * Be prepared to provide ...
Quick apply
Calgary, AB ยท On-site
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Effectively communicate investigation and analysis findings to colleagues * Be prepared to provide ...
Calgary, AB ยท On-site
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Effectively communicate investigation and analysis findings to colleagues * Be prepared to provide ...
Quick apply
Calgary, AB ยท On-site
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Effectively communicate investigation and analysis findings to colleagues * Be prepared to provide ...
... reporting, analysis and communication as it pertains to the firm's insurance business. The role ... Partnering with our accounting partners, financial advisors and associates to provide planning ...
Quick apply
... reporting, analysis and communication as it pertains to the firm's insurance business. The role ... Partnering with our accounting partners, financial advisors and associates to provide planning ...
... reporting, analysis and communication as it pertains to the firm's insurance business. The role ... Partnering with our accounting partners, financial advisors and associates to provide planning ...
Quick apply
... reporting, analysis and communication as it pertains to the firm's insurance business. The role ... Partnering with our accounting partners, financial advisors and associates to provide planning ...
Calgary, AB ยท On-site
CA$64K - CA$106K/yr
Financial management: Basic budgeting support, assisting with forecasting, accruals, and variance analysis. * Scope Management: Supporting definition and tracking of outcomes, MVPs, epics, stories ...
Calgary, AB ยท On-site
CA$64K - CA$106K/yr
Financial management: Basic budgeting support, assisting with forecasting, accruals, and variance analysis. * Scope Management: Supporting definition and tracking of outcomes, MVPs, epics, stories ...
Provide ad-hoc financial and operational analysis to support business decisions. * Participate in ... by an associate to successfully perform the essential functions of this job. Reasonable ...
Provide ad-hoc financial and operational analysis to support business decisions. * Participate in ... by an associate to successfully perform the essential functions of this job. Reasonable ...
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Quick apply
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Quick apply
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Quick apply
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Quick apply
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Quick apply
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
Quick apply
Calgary, AB ยท On-site
Exceptional analytical capabilities and attention to detail * Leadership potential with ... BSc/BA in Accounting or Finance (Master's degree and CPA/CA certification highly valued) While we ...
By offering anytime, anywhere access to analytics and insights, we're helping our customers make ... We produce intelligence products, financial models, and strategic research used across Enverus and ...
By offering anytime, anywhere access to analytics and insights, we're helping our customers make ... We produce intelligence products, financial models, and strategic research used across Enverus and ...
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Prepare technical reports and drawings based on sound investigation and analysis. * Manage client ...
... Residential Property, Financial, Government, Hospitality, Mining, Renewable Energy, and ... Prepare technical reports and drawings based on sound investigation and analysis. * Manage client ...
Calgary, AB ยท Hybrid
Advanced data and analytics providing a comprehensive overview of the risk landscape is at your ... premium financing contracts * Prepare and distribute automobile pink slips as required * Handle ...
New
Calgary, AB ยท Hybrid
Advanced data and analytics providing a comprehensive overview of the risk landscape is at your ... premium financing contracts * Prepare and distribute automobile pink slips as required * Handle ...
New
Calgary, AB ยท On-site
... email Analyze client accounts to prepare for activities that support wealth advisors in their ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Calgary, AB ยท On-site
... email Analyze client accounts to prepare for activities that support wealth advisors in their ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Calgary, AB ยท On-site
Analyze client accounts to prepare for activities that support wealth advisors in their business ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Calgary, AB ยท On-site
Analyze client accounts to prepare for activities that support wealth advisors in their business ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
$45K - $48.5K
10% of jobs
$48.5K - $52K
0% of jobs
$52K - $55.5K
6% of jobs
$55.5K - $59K
7% of jobs
$59.3K is the 25th percentile. Wages below this are outliers.
$59K - $62.5K
19% of jobs
The median wage is $64.5K / yr.
$62.5K - $66K
13% of jobs
$66K - $69.5K
13% of jobs
$72K is the 75th percentile. Wages above this are outliers.
$69.5K - $73K
10% of jobs
$73K - $76.5K
9% of jobs
$76.5K - $80K
10% of jobs
$80K - $83.5K
4% of jobs
$45K
$65.4K
$83.5K
| Aspect | Financial Analyst Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA Level I) | Bachelor's degree, often with CFA Level I or II |
| Work Environment | Entry-level, supporting senior analysts, in finance or investment firms | More independent, involved in analysis, reporting, and decision-making |
| Employer & Industry Usage | Common in banks, investment firms, corporate finance | Used across similar industries, often with more responsibility |
The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.

Full-time
Medical, Retirement
Re-posted 7 days ago
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.
The ideal candidate would have 3-5 years experience and be licensed. Trading experience would be an asset.
Your job:
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.
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:
#INDGP