Associate Wealth Advisor – Private Banking 1859 (Hybrid)

Job Description

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Attendance
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Hybrid
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Job number
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29507
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Category
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Professional
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<p><strong>Status:</strong> Permanent </p>
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Type of Contract
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Permanent
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<p><strong>Schedule:</strong> Full-Time </p>
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Full Time / Part Time?
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Full-Time
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Posting date
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14-Nov-2025
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<strong>Area(s) of interest:</strong> Wealth management
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<strong>Location(s):</strong> Calgary
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<p ><span ><font face="arial" style="" size="3">A career as an Associate Wealth Advisor within Private Banking 1859 means acting as a trusted financial specialist for high-net-worth clients. You will collaborate closely with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to deliver tailored investment and wealth planning solutions, while offering exceptional client experience.</font></span></p><p ><font face="arial" size="3"> </font></p><p ><font face="arial" size="3"><strong>Your Responsibilities:</strong></font></p><ul style="color: rgb(36, 36, 36); margin-bottom: 0cm; margin-top: 0cm;"><li ><span ><font face="arial" size="3">Support the needs of our high-net-worth client base and our growth initiatives by managing relationships with internal and external partners.</font></span></li><li ><span ><font face="arial" size="3">Work with Senior Private Wealth Advisors, Portfolio Managers and Financial Planning Experts to:</font></span></li><ul style="margin-bottom: 0cm; margin-top: 0cm;"><li ><span ><font face="arial" size="3">Develop customized portfolio strategies aligned with client objectives.</font></span></li><li ><span ><font face="arial" size="3">Analyze client investment and wealth planning needs and prepare personalized presentation materials.</font></span></li></ul><li ><span ><font face="arial" size="3">Monitor investment portfolios and adapt solutions based on evolving client needs.</font></span></li><li ><span ><font face="arial" size="3">Execute market transactions with precision and maintain strong knowledge of fixed income and equity markets as well as financial planning principles.</font></span></li><li ><span ><font face="arial" size="3">Stay informed on market trends and investment offerings through CIO, National Bank Investments, and Economist and Research group publications.</font></span></li><li ><span ><font face="arial" size="3">Contribute to business development and client acquisition efforts.</font></span></li></ul><p ><font face="arial" size="3"> </font></p><p ><font face="arial" size="3"><strong>Your Team:</strong></font></p><p ><font face="arial" size="3"><br></font></p><p ><span ><font face="arial" size="3">You will join the Private Banking 1859 Wealth Group, a team recognized for its expertise and dedication to client success. This position is based in Calgary and may involve travel across Western Canada.</font></span></p><p ><font face="arial" size="3"> </font></p><p ><font face="arial" size="3"><strong>Prerequisites:</strong></font></p><p ><font face="arial" size="3"><strong><br></strong></font></p><ul style="color: rgb(36, 36, 36); margin-bottom: 0cm; margin-top: 0cm;"><li ><span ><font face="arial" size="3">Bachelor’s degree in a related field and 7+ years of relevant experience, or Master’s degree with 5+ years of experience.</font></span></li><li ><span ><font face="arial" size="3">Strong knowledge and interest in investment products, financial markets, economics, and financial planning principles.</font></span></li><li ><span ><font face="arial" size="3">Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).</font></span></li><li ><span ><font face="arial" size="3">Advanced skills in PowerPoint and Excel for client presentations and analysis.</font></span></li><li ><span ><font face="arial" size="3">Familiarity with Refinitiv Workspace an asset.</font></span></li><li ><span ><font face="arial" size="3">Professional designations such as CFA, CIM, CFP, or CPA are highly desirable.</font></span></li><li ><span ><font face="arial" size="3">Experience working with ultra-high-net-worth clients, entrepreneurs, or family offices.</font></span></li><li ><span ><font face="arial" size="3">Ability to develop trusting and lasting relationships</font></span></li></ul><p ><font face="arial" size="3"> </font></p><p ><font face="arial" size="3"><strong><br></strong></font></p><p ><font face="arial" size="3"><strong>Why Join Us?</strong></font></p><p ><span ><font face="arial" style="" size="3">Private Banking 1859 offers a distinctive, holistic wealth management experience. You’ll be part of a dynamic team committed to delivering personalized solutions and building lasting client relationships.</font></span></p><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u><u> </u>
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<p><strong><font size="2">Languages:</font></strong></p>
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English
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Skills
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Communication
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Critical Thinking
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Information Analysis
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Multitasking
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Organization Skills
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Problem Solving
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Stress Management
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Teamwork
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Wealth Management
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Cybersecurity
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Accountability
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Client-focused
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Detail-oriented
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Digital literacy
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Initiative
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<p><strong>Your benefits</strong></p> <p> <p>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. </p> <p> </p> <p>* Health and wellness program, including many options</p> <p>* Flexible group insurance</p> <p>* Generous pension plan</p> <p>* Employee Share Ownership Plan</p> <p>* Employee and Family Assistance Program</p> <p>* Preferential banking services</p> <p>* Opportunities to get involved in community initiatives</p> <p>* Telemedicine service</p> <p>* Virtual sleep clinic </p> <p> </p> <p>These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. </p> <p> </p> <p>Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.</p> <p> </p> <p><strong>We're putting people first</strong></p> <p>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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  </p> <p> </p> <p>We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? </p> <p> </p> <p>Come live your ambitions with us!</p> </p>
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</p>Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal