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Added 1 hour ago
MA
Executive Rewards Senior Associate & Project Manager
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
MA
Compensation Consulting Associate
Marsh Agency
Calgary, AB
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
WC
(CAN) Stocking 1 Team Lead
Walmart Canada
MB · Saint-Laurent, MB
- Full-time
Added 1 hour ago
WC
(CAN) Leader d’équipe, aire des caisses
Walmart Canada
Montreal, QC
- Contract
Handles customer and associate concerns and provides guidance as required.
Added 1 hour ago
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
Vaco by Highspring
Toronto, ON
Senior Associate, Business Development, Talent Solutions
Added 2 hours ago
WC
(CAN) Fashion Team Lead
Walmart Canada
Peace River, AB
- Full-time
Added 2 hours ago
L
Laboratory Assistant – Bioprocess Trainee – Bioprocess Development Group, Lallemand Inc.
Lallemand
Montreal, QC
- Full-time
…and accounting; Engineering; Research and Development (R&D); Human Resources (HR); and Information Technology (IT). If you want to help bring enthusiasm, collaboration and innovation to our…
Added 2 hours ago
WC
(CAN) Leader d’équipe, marchandise générale
Walmart Canada
Terrebonne, QC
- Full-time
Added 2 hours ago
TC
HR Business Partner Manager, Distribution Center
TJX Canada – Winners, Marshalls, HomeSense
Delta, BC
- $89,208 to $135,086.4 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 2 hours ago
WC
(CAN) Front End Team Lead
Walmart Canada
Abbotsford, BC
- Full-time
Handles customer and associate concerns and provides guidance as required.
Added 2 hours ago
WC
(CAN) Food & Consumables Team Lead
Walmart Canada
Abbotsford, BC
- Full-time
Added 2 hours ago
WC
(CAN) Leader d'équipe, mode
Walmart Canada
Kirkland, QC
- Full-time
Added 2 hours ago
Associate Director, Business Development (IT Agency Staffing & Recruitment)
Vaco by Highspring
Vancouver, BC
Associate Director, Business Development, Technology
Added 2 hours ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Kingston, ON
- Part-time
…self-identify as having a disability or special need. Please advise our Human Resources team if you require an accommodation at any time during the recruitment…
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Day
Shoppers Drug Mart
New Westminster, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
AC
Finance Manager, Academic
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Full-time
Reporting to the Associate Director, Academic Finance Operations, the Finance Manager provides cross departmental leadership in financial strategy, budget development, quarterly budget…
Added 2 hours ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Part-time
The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.
Added 2 hours ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Part-time
The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Day
Loblaw Companies Limited
Vaughan, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
LC
Front Store Supervisor, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
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Assistant Store Manager - Customer Experience
PetSmart
Grande Prairie, AB
- Full-time
Facilitates the associate experience and supports associate development. This includes but is not limited to associate reviews, recognition, team events, labor management, training,…
Added 3 hours ago
FN
We are hiring an Associate Analyst, Commercial Funding!
First National Financial LP
Toronto, ON · East York, ON
- Full-time
The Associate Analyst plays a key support role within the Commercial Funding Department, contributing to the smooth and efficient execution of funding activities. This position is ideal for…
Added 3 hours ago
LC
Front Store Supervisor, Hourly Full Time Evening
Loblaw Companies Limited
Windsor, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
LC
Front Store Supervisor, Hourly Part Time Day
Loblaw Companies Limited
Airdrie, AB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
SH
Assistant Manager I
Sunglass Hut
Calgary, AB
- Full-time

National Bank of Canada

Associate

Quebec, QC, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 7, 2026

Original job description

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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:

Ensure effective communication between all parties (clients, advisors, and various collaborators)
Provide superior customer service in person, on the phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Diligently carry out transactions related to investment accounts
Open and update client files
Coordinate advisors’ agendas, schedule appointments, and prepare clients 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:

College diploma in a related field
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Good knowledge of the Microsoft Office suite
Organizational and priority management skills

#INDGP
Languages: French
Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

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!

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More about this job

Responsibilities

Support wealth advisors by providing exceptional client service and coordinating communication among clients, advisors, and collaborators. Analyze client accounts, process investment account transactions, maintain client files, coordinate appointments and meetings, and follow compliance and risk management requirements.

Requirements

A college diploma in a related field and at least one year of relevant experience in banking operations, customer service, administration, or a related area are required. Candidates should have good knowledge of Microsoft Office and strong organizational and priority management skills.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention To Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Standards Compliance
Teamwork

Benefits

Health And Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Brokerage
Client Service
Customer Service
Wealth Advisors
Investment Accounts
Account Analysis
Investment Transactions
Client Files
Appointment Scheduling
Meeting Coordination
Microsoft Office
Banking Operations
Administration
Compliance
Risk Management
Communication
Organizational Skills
Priority Management
Hybrid Work

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Work requirements

Jobs in Canada