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Added 4 mins ago
CH
Clinic Experience Associate
CBI Health
Hamilton, ON
- Full-time
The Clinic Experience Associate is the first team member a client meets when coming into a CBI Health clinic; first impressions are important and we are looking for the right person to…
Added 4 mins ago
OH
Patent Prosecution Clerk
Osler, Hoskin & Harcourt LLP
Ottawa, ON
- Full-time
Coordinate and track the approval and payment of foreign associate invoices
Added 4 mins ago
OH
Patent Prosecution Clerk
Osler, Hoskin & Harcourt LLP
Ottawa, ON
- Full-time
Coordinate and track the approval and payment of foreign associate invoices
Added 4 mins ago
MM
Marsh Risk Early Career Program - Full Time - New Grads 2027
Marsh McLennan
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
As a Client Relationship Associate working in client management:
Added 4 mins ago
HR
Operations Associate
Harry Rosen
NS · Toronto, ON · Cumberland
- Full-time
We are looking for an Operations Associate to join our Store team. In this role you’ll be responsible for:
Added 4 mins ago
SS
Marchés Privés - Comptabilité et administration des fonds, associé/e principal/e/Privates Markets- Fund Accounting & Administration, Senior Associate
State Street
Montreal, QC
- Full-time
Privates Markets- Fund Accounting & Administration, Senior Associate
Added 20 mins ago
TB
Sales Associate
Tory Burch
Vancouver, BC
- Part-time
You are passionate about delivering a transformational client experience, building our brand one customer at a time and driving business through sales. You demonstrate a strong commitment…
Added 20 mins ago
TB
Support Associate
Tory Burch
Vancouver, BC
- Part-time
Client & Brand Focused – We put ourselves in Tory’s shoes
Added 20 mins ago
T
Customer Experience Associate- Korean, Cantonese, Mandarin or Spanish Language Skills Are Considered an Asset
TD
Langley (District), BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 22 mins ago
T
Customer Experience Associate
TD
Camrose, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 22 mins ago
T
Customer Experience Associate - Fixed Term Contract
TD
Winnipeg, MB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 23 mins ago
RS
Field Service Technician 4
Rapiscan Systems
Montreal, QC
- $38 to $40 USD / hour
- Full-time
This position requires an individual who is able to resolve complex client issues through technical expertise and superior client handling skills. Tasks that will routinely be performed…
Added 36 mins ago
Associate Team Lead - Toronto East Central District, ON
Scotiabank
Toronto, ON
The Associate Team Lead, Business Banking, is responsible for supporting the Team Lead, Business Banking with the Business Banking (BB) market strategy by leading, overseeing, and providing…
Added 36 mins ago
BS
Associé(e) aux ventes à temps plein / Full-Time Sales Associate
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Montreal, QC
- Full-time
Chez Chaussures Browns, nous nous efforçons de créer des expériences client exceptionnelles empreintes de style, de service et de passion.
Added 36 mins ago
BS
Associé(e) aux ventes à temps plein / Full-Time Sales Associate
Browns Shoes
Saint-Bruno-de-Montarville, QC
- Full-time
Chez Chaussures Browns, nous nous efforçons de créer des expériences client exceptionnelles empreintes de style, de service et de passion.
Added 36 mins ago
P
Order Management & Logistics - Junior Associate
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Toronto, ON
- Full-time
Manage end-to-end sales order processing and specification entry in NetSuite, ensuring accurate data tracking and alignment with client specifications.
Added 48 mins ago
Store Associate
Sherwin-Williams
Thunder Bay, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 48 mins ago
JC
Payments Merchant Services - Relationship Manager - Senior Associate
JPMorgan Chase & Co.
Toronto, ON
- Full-time
…well as form partnerships with rising fintech’s to expand our client base and product…
Added 48 mins ago
C
Bilingual Billing Fulfillment Administrator
Co-operators
Calgary, AB · Moncton, NB · Burlington, ON · Guelph, ON · Mississauga, ON · Toronto, ON · Laval, QC · Regina, SK
- Full-time
Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipant…
Added 52 mins ago
T&
Cost Consulting Manager - Retail (Enterprise)
Turner & Townsend
Toronto, ON
- Full-time
Interfacing with the client and other consultants, at all project stages
Added 52 mins ago
AR
Laser Field Service Technician (100% Travel) (35428)
Activ8 Recruitment & Solutions
Calgary, AB
- $26 to $37 CAD / hour
- Full-time
Associate's Degree or Technical Diploma preferred.
Added 1 hour ago
T&
Cost Consultant - Loan Monitoring
Turner & Townsend
AB · Edmonton, AB
- Full-time
Our team is dynamic, innovative and client-focused. Our clients value our proactive approach, depth of expertise, integrity and the quality we deliver. As a result our people get to work on…
Added 1 hour ago
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AI Developer, Senior Associate
PwC
Toronto, ON
- Full-time
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your…
Added 1 hour ago
Store Associate
Sherwin-Williams
Coquitlam, BC
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Red Deer, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…

National Bank of Canada

Associate

AB, Canada
Edmonton, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Posting language: English
Posted: Oct 18, 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: English
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!

Apply About employer

More about this job

Responsibilities

Provide exceptional client service and coordinate communication among clients, wealth advisors, and other collaborators. Analyze client accounts, process investment account transactions, maintain client files, coordinate advisor schedules 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
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
National Bank Financial
Investment Brokerage
Investment Accounts
Client Service
Wealth Advisors
Banking Operations
Microsoft Office
Account Analysis
Investment Transactions
Client Files
Appointment Scheduling
Meeting Coordination
Compliance
Risk Management
Business Development
Cybersecurity
Digital Literacy
Hybrid Work

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