Edmonton 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 ...
Edmonton 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 ...
Edmonton 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 ...
Edmonton 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 ...
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Commercial Insurance Associate assists the Account Executive/Commercial Account Advisor with ...
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Commercial Insurance Associate assists the Account Executive/Commercial Account Advisor with ...
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Commercial Insurance Associate assists the Account Executive/Commercial Account Advisor with ...
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Commercial Insurance Associate assists the Account Executive/Commercial Account Advisor with ...
The Credit Solutions Associate (CSA) provides the Client Relationship Managers with end-to-end ... banking, wealth management and private banking, corporate and investment banking, and capital ...
The Credit Solutions Associate (CSA) provides the Client Relationship Managers with end-to-end ... banking, wealth management and private banking, corporate and investment banking, and capital ...
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Edmonton
Edmonton, AB · On-site
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Are you ... Wealth Management, and occasionally external professionals such as solicitors and accountants.
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Edmonton
Edmonton, AB · On-site
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Are you ... Wealth Management, and occasionally external professionals such as solicitors and accountants.
Senior Financial Planner
Edmonton, AB · On-site
The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is ... Occasional travel may be required. We encourage our associates at all levels to: * Grow ...
Senior Financial Planner
Edmonton, AB · On-site
The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is ... Occasional travel may be required. We encourage our associates at all levels to: * Grow ...
Senior Customer Experience Associate, Part-Time - Stony Plain, AB (15 Hours/Week)
Stony Plain, AB · On-site
About the role Our Senior Customer Experience Associates are the face, character and heart of our ... banking, wealth management and private banking, corporate and investment banking, and capital ...
Senior Customer Experience Associate, Part-Time - Stony Plain, AB (15 Hours/Week)
Stony Plain, AB · On-site
About the role Our Senior Customer Experience Associates are the face, character and heart of our ... banking, wealth management and private banking, corporate and investment banking, and capital ...
A career as Senior Relationship Manager in the Commercial & Wealth management team means having the ... Reporting to the Associate Vice-President, Commercial Banking, the position is based in Edmonton.
A career as Senior Relationship Manager in the Commercial & Wealth management team means having the ... Reporting to the Associate Vice-President, Commercial Banking, the position is based in Edmonton.
A career as Senior Relationship Manager in the Commercial & Wealth management team means having the ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
A career as Senior Relationship Manager in the Commercial & Wealth management team means having the ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
Wealth programs: RRSP, TFSA, pension plans, and company‑matched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be doing:
Wealth programs: RRSP, TFSA, pension plans, and company‑matched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be doing:
Wealth programs: RRSP, TFSA, pension plans, and companymatched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be doing:
Wealth programs: RRSP, TFSA, pension plans, and companymatched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be doing:
Edmonton A career as Senior Relationship Manager in the Commercial & Wealth management team means ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
Edmonton A career as Senior Relationship Manager in the Commercial & Wealth management team means ... Draw up business development plans * Assist the Associate Vice-President in reaching objectives
Sales Associate
Edmonton, AB · On-site
Wealth programs: RRSP, TFSA, pension plans, and company‑matched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be Doing:
Sales Associate
Edmonton, AB · On-site
Wealth programs: RRSP, TFSA, pension plans, and company‑matched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be Doing:
Wealth programs: RRSP, TFSA, pension plans, and companymatched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be Doing:
Wealth programs: RRSP, TFSA, pension plans, and companymatched share purchase options * Inclusive culture with strong diversity and equity-focused employee resource groups What You Will Be Doing:
Utilizing a wealth of natural product knowledge & experience, you will advise our customers on the journey towards a natural product, or a whole new lifestyle. This is a permanent part-time position ...
New
Quick apply
Utilizing a wealth of natural product knowledge & experience, you will advise our customers on the journey towards a natural product, or a whole new lifestyle. This is a permanent part-time position ...
New
... long-term wealth strategy. * Collaborating with internal teams to ensure a seamless onboarding ... Our dedicated Associate team manages documentation, compliance, and onboarding--so you can stay ...
Quick apply
... long-term wealth strategy. * Collaborating with internal teams to ensure a seamless onboarding ... Our dedicated Associate team manages documentation, compliance, and onboarding--so you can stay ...
Receptionist
Edmonton, AB · On-site
CA$40K - CA$50K/yr
... their wealth management needs. Receptionist How does the role impact the organization? This role ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...
Receptionist
Edmonton, AB · On-site
CA$40K - CA$50K/yr
... their wealth management needs. Receptionist How does the role impact the organization? This role ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...
Commercial Lines Team Lead
Edmonton, AB · On-site
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... You will lead a team of Commercial Account Advisors and Associates at our Edmonton 55 Ave branch ...
Commercial Lines Team Lead
Edmonton, AB · On-site
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... You will lead a team of Commercial Account Advisors and Associates at our Edmonton 55 Ave branch ...
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ...
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ...
Wealth Associate information
See Edmonton, AB salary details
$21K - $32.5K
8% of jobs
$32.5K - $44K
13% of jobs
$47.3K is the 25th percentile. Wages below this are outliers.
$44K - $55.5K
16% of jobs
The median wage is $60.6K / yr.
$55.5K - $67K
30% of jobs
$71.2K is the 75th percentile. Wages above this are outliers.
$67K - $78.5K
23% of jobs
$78.5K - $90K
9% of jobs
$90K - $101.5K
2% of jobs
$101.5K - $113K
0% of jobs
$113K - $124.5K
0% of jobs
$124.5K - $136K
0% of jobs
$136K - $147.5K
0% of jobs
$21K
$66.7K
$147.5K
How much do wealth associate jobs pay per year?
As of Aug 14, 2026, the average yearly pay for wealth associate in Edmonton, AB is $66,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $75,000.00 per year, depending on experience, location, and employer.
What does a wealth associate do?
A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.
What are the typical growth opportunities for a wealth associate within a financial advisory firm?
Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.
What is the difference between Wealth Associate vs Financial Advisor?
| Aspect | Wealth Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 7 or 66 are common | Often requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard |
| Work Environment | Works in financial firms, supporting senior staff and client service teams | Works directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Used by wealth management firms, banks, and financial institutions | Used across independent firms, banks, and advisory practices |
While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.
What are the key skills and qualifications needed to thrive as a wealth associate?
To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
Full-time
Medical, Retirement
Re-posted 10 days ago
Job description
Attendance
On-Site
Job number
31540
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
21-Apr-2026
Area(s) of interest: Wealth management
Location(s): Edmonton
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.
Your job:
- Support investment advisors in providing superior customer service and be available to meet client requests
- Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- Analyze, open, and update client files
- Produce portfolio management reports
- Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
- Ensure adherence to compliance and risk management rules
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.
Prerequisites:
- Completed college and/or university diploma in a related field
- Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
#INDGP
Languages:
English
Skills
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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative
Your benefits
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 such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!