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Client advisor Jobs in Calgary, AB

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Client advisor • calgary ab

Last updated: 5 hours ago

Wealth Associate (On-Site)

National BankCalgary, Alberta
Full-time +2

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 ...Show more

 • Promoted

Career Advisor

WCG International Consultants Ltd.Calgary, Alberta, Canada
Full-time

Southport Rd SW, Unit 790, Calgary, Alberta T2W 4Y1.Like WCG, you believe in the power of work.As a Career Advisor, you will support clients as they move along their career continuum, helping them ...Show more

Bilingual Senior Client Service Advisor, Trade

0000050007 Royal Bank of CanadaCALGARY, Alberta, Canada
Full-time

Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic, high value clients.RBC’s Transaction Banking team provides comprehensive ...Show more

 • New!

Client Success Specialist

Blackline SafetyCalgary, AB, CA
Full-time
Quick Apply

Our team at Blackline Safety is growing! As a people-driven technology company, with a mission to make sure every worker returns home safely, we drive innovation, practice resiliency, demonstrate l...Show more

Contracts Advisor

Spirit Omega Inc.Calgary, AB, CA
Full-time
Quick Apply

Resume Submission Deadline: Tuesday, April 28, 2026.We are seeking a detail-oriented and experienced Contracts Advisor to join our team.The successful candidate will be responsible for managing the...Show more

 • New!

Communications Advisor

Calgary West Central Primary Care NetworkCalgary, AB, CA
Full-time +1
Quick Apply

Full-time, Temporary (Expected contract dates: June 1st, 2026 - July 10th, 2027).The Calgary West Central Primary Care Network (CWC PCN) is a non-profit organization committed to a healthier future...Show more

Claims Advisor/Senior Claims Advisor- Surety

Intact Financial CorporationCalgary, Alberta, CAN
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In...Show more

 • New!

Associate Wealth Advisor (On-Site)

National BankCalgary, Alberta
Full-time +2

A 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 clie...Show more

 • Promoted

Investment Advisor

Royal Bank of CanadaCALGARY, Alberta, Canada
Part-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start...Show more

Contracts Advisor

Adecco CanadaCalgary, Alberta, Canada
Full-time +1
Quick Apply

Adecco is partnering with an innovative energy organization committed to sustainability, responsible resource development, and operational excellence.This is an exciting opportunity to join a team ...Show more

Client Service Representative

019986 Hub International Canada West ULC (Canada West)Fisher Street SE,AB,Calgary
Full-time

Client Service Representative - Employee Benefits.HUB International’s National Employee Benefits and Retirement Team is dedicated to driving growth and excellence across Canada by supporting our re...Show more

Client Success Engineer

Revsolz CorpCalgary, AB, CA
Full-time
Quick Apply

Hey there, Customer Champions!.Are you a people-oriented professional with a passion for fostering strong relationships with clients?.Client Success Engineer/Specialist to join our team in Calgary!...Show more

Client Advisor, Personal Insurance, Client Assist Team

Acera InsuranceCalgary, AB, CA
Full-time +1

Client Advisor, Personal Insurance, Client Assist Team.Calgary, AB, CA Red Deer, AB, CA Fort McMurray, AB, CA.As an employer of choice, Acera Insurance, offers an outstanding workplace and employee...Show more

Client Advisor, Personal Insurance

Acera InsuranceCalgary, AB, CA
Full-time +1

Client Advisor, Personal Insurance.As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities f...Show more

Bilingual Senior Client Service Advisor, Trade

Royal Bank of Canada>CALGARY, Canada
Full-time

Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic, high value clients.RBC’s Transaction Banking team provides comprehensive ...Show more

 • New!

Wealth Advisor

BDOth Ave SW,Calgary
Full-time

Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client...Show more

Contracts Advisor

Omega Project SolutionsCalgary
Full-time

NSB Omega is searching for a Contracts Advisor for our MAJOR Oil & Gas Client in Lima, OH.Job Summary: We are seeking a detail-oriented and experienced Contracts Advisor to join our team.The succes...Show more

Client Care Coordinator

Longevity CareCalgary, Alberta, Canada
Full-time

At Longevity Care, we don't just provide in-home support—we become part of our clients' lives.Our mission is to bring comfort, dignity, and connection into every home we serve, creating meaningful ...Show more

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The cities near Calgary, AB that boast the highest number of client advisor jobs are:
Wealth Associate (On-Site)

Wealth Associate (On-Site)

National BankCalgary, Alberta
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance
On-Site
Job number
31971
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
25-Mar-2026
Area(s) of interest: Wealth management
Location(s): Calgary

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 successful candidate should have relevant industry experience, hold the necessary licenses and be able to communicate fluently in Cantonese. These qualifications are essential to ensure the candidate can excel in the role and contribute effectively to our team.

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.

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:

  • 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!
Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal