π Local Job Near You
Wealth Management Operations Agent
Banque Nationale du Canada
π
calgary, Canada
Location
calgary
Posted
May 23, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Become a key contributor to client satisfaction as the Wealth Management Operations Agent at National Bank. This full-time role focuses on delivering a professional first impression while managing essential operational tasks.
In the role of Director of First Impressions, you will be responsible for ensuring a high-quality client experience by supporting day-to-day branch operations. Your role will involve coordinating client meetings, handling documentation, and supporting advisors to maintain rigorous compliance standards. Attention to detail and effective communication will be crucial as you enhance the branch's operational rigor.
Key Responsibilities: β’ Ensure a warm welcome for clients and visitors β’ Coordinate front-of-house logistics for meetings β’ Maintain high standards in reception and communal areas β’ Provide key administrative support to advisors β’ Follow established processes for compliance and confidentiality
Requirements: β’ Experience in a regul...
In the role of Director of First Impressions, you will be responsible for ensuring a high-quality client experience by supporting day-to-day branch operations. Your role will involve coordinating client meetings, handling documentation, and supporting advisors to maintain rigorous compliance standards. Attention to detail and effective communication will be crucial as you enhance the branch's operational rigor.
Key Responsibilities: β’ Ensure a warm welcome for clients and visitors β’ Coordinate front-of-house logistics for meetings β’ Maintain high standards in reception and communal areas β’ Provide key administrative support to advisors β’ Follow established processes for compliance and confidentiality
Requirements: β’ Experience in a regul...