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Added 8 mins ago
L
Planner, Strategic Sales Merchandise Planning
lululemon
Vancouver, BC
- Full-time
Reporting directly to the Planning Manager, this position is responsible for category sales targets, gross margin, planned purchases, turn and open to buy management
Added 2 hours ago
BT
Senior Audit and Assurance Accountant
Baker Tilly Canada
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Direct field work and informing manager(s) of the engagement status
Added 2 hours ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
Direct field work, inform Manager(s) of the engagement status.
Added 2 hours ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 3 hours ago
FH
Manager, General Accounting
Fraser Health
New Westminster, BC
- Full-time
…your passion and expertise to this exciting General Accounting Manager position supporting the operational and strategic needs of Fraser Health by planning, implementing, and evaluating…
Added 3 hours ago
K
Project Manager, Audit Quality
KPMG
Oakville, ON · Toronto, ON · Vaughan, ON · ON
- Full-time
The Audit Quality function, department of professional practice is looking for a Project Manager, Audit Quality to provide administrative, operational, and project coordination. The team…
Added 5 hours ago
J
Senior Commercial Lines Account Manager
JobsMedia.io
Toronto, ON
- Full-time
We are recruiting for a Senior Commercial Lines Insurance Account Manager for a well-established brokerage in the North York, ON area.
Added 5 hours ago
J
Personal Lines Account Manager
JobsMedia.io
Toronto, ON
- Internship
We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their…
Added 6 hours ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Shelburne, ON
- Part-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 7 hours ago
SD
Store Administrator, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Part-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 8 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 8 hours ago
NB
Manager, Financial Solutions
National Bank of Canada
Nanaimo, BC
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 8 hours ago
NB
Business Development Manager, Equipment Finance
National Bank of Canada
Lethbridge, AB
- Full-time
A career as a Business Development Manager in the Equipment Financing team at National Bank means acting as a trusted financing partner for businesses operating in equipment intensive…
Added 10 hours ago
EC
Event Producer - Hybrid (Project-Based)
Encore Canada
Brampton, ON
- Full-time
…production team. They will produce and stage all elements of a program, oversee show staff, forge positive relationships with client and verify final billing. The Event Producer is…
Added 11 hours ago
UO
Substation Engineer
University of Alaska Fairbanks Petroleum Engineering
Engineer, BC
- Full-time
Basic knowledge of Black Hills Energy's support functions, including but not limited to Finance, Accounting, IT and Supply Chain.
Added 11 hours ago
S
Restaurant manager
Subway
Exeter, ON
- Full-time
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Added 12 hours ago
S
School Psychologist, Clinical Psychology Autism - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Temporary
…specified programs and or patient groups, in consultation with the Program Manager and Head of Psychology as…
Added 12 hours ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Red Deer, AB
- Part-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 12 hours ago
S
Produce - Manager Produce
Sobeys
Parkhill, ON
- Full-time
The Produce Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 12 hours ago
LC
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Red Deer, AB
- Full-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 13 hours ago
MF
Grants Administrative Assistant
Muslim Food Bank and Community Services
Richmond, BC
- Part-time
We are looking for an organized and detail-oriented Grants Administrative Assistant to support our Grants and Funding Manager. This is a hands-on opportunity to gain real-world experience…
Added 13 hours ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kitchener, ON
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 13 hours ago
IG
Senior Manager, Global Controls Officer
Insight Global
Toronto, ON
- $115,000 to $160,000 CAD / year
- Full-time
The Senior Manager builds strong relationships with stakeholders across Business, IT, Finance, and audit teams, staying current on regulatory changes and assessing their impact on the ICFR…
Added 14 hours ago
BT
Standards and Training Specialist
Baker Tilly Canada
Peterborough, ON
- Full-time
Reporting to the Manager of Professional Standards and Training, this role plays a key part in supporting the professional development of our assurance team and upholding our commitment to…
Added 14 hours ago
WF
Branch Manager - Grand Rapids, MI
Wintrust Financial Corporation
Grand Rapids, MB
- Full-time
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the…

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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