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Added 4 mins ago
UF
Associate Director, Stewardship
UHN Foundation
Toronto, ON
- Contract
The Associate Director, Stewardship provides strategic leadership for UHN Foundation’s donor recognition program, ensuring meaningful and impactful recognition that celebrates philanthropy…
Added 4 mins ago
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Associate Veterinarian
AprilVets
Fredericton, NB
- Full-time
As our client base continues to grow, we are adding an Associate Veterinarian to our established team. This is a growth opportunity, not a replacement position. You'll join a skilled team…
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Store Crew
7-Eleven
Surrey, BC
- Internship
Added 4 mins ago
Sales Associate-Retail
Roots
Moncton, NB
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 4 mins ago
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Distribution Centre Team Associate - Operations II (Shift Change Opportunity – IDC 7094 Associates Only
Walmart
Calgary, AB
- Part-time
6. Maintain associate related programs and procedures, including health and safety and housekeeping programs in order to ensure compliance with the relevant legislation and company policy.
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(CAN) Deli Bakery Team Associate
Walmart
Truro, NS
- Part-time
A Deli Bakery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the Bakery and/or Deli area, and assists with…
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(CAN) Front End Checkout Team Associate
Walmart
Brampton, ON
- Part-time
Added 4 mins ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart
Brampton, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 4 mins ago
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(CAN) Stockperson/Cartpusher
Walmart
Brampton, ON
- Part-time
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(CAN) Meat Associate
Walmart
Smiths Falls, ON
- Part-time
Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding customer service by living…
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(CAN) Préposé au stockage, fruits et légumes
Walmart
Saint-Hyacinthe, QC
- Full-time
Added 4 mins ago
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(CAN) Stockperson/Cartpusher Part Time
Walmart
Thunder Bay, ON
- Part-time
Added 4 mins ago
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Merchandising Associate Part Time (MONCTON)
The Home Depot
Moncton, NB
- Part-time
Added 18 mins ago
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Merchandising Supervisor- Reset
J.D. Irving, Limited
Charlottetown, PE
- Full-time
Resolve associate and customer concerns professionally while fostering a positive and inclusive work environment.
Added 18 mins ago
JI
Department Manager - Lighting/Electrical/Plumbing
J.D. Irving, Limited
Fredericton, NB
- Full-time
…participating in meetings in addition to the duties of a sales…
Added 18 mins ago
CA
Lot Attendant - Crown Autobody and Glass
Crown Auto Group
Winnipeg, MB
- Full-time
Added 18 mins ago
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Sales Associate-4
Tory Burch
Rocky View No 44, AB · Rocky View County, Canada
- Part-time
Added 34 mins ago
WC
(CAN) Meat Associate
Walmart Canada
Truro, NS
- Full-time
Position Summary...Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding…
Added 34 mins ago
WC
(CAN) Deli Bakery Team Associate
Walmart Canada
Truro, NS
- Full-time
Position Summary...A Deli Bakery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the Bakery and/or Deli area, and…
Added 34 mins ago
WC
Distribution Centre Team Associate - Operations II (Shift Change Opportunity – IDC 7094 Associates Only
Walmart Canada
Calgary, AB
- Full-time
Maintain associate related programs and procedures, including health and safety and housekeeping programs in order to ensure compliance with the relevant legislation and company policy.
Added 34 mins ago
(CAN) Distribution Centre Team Associate - Operations (Part Time, 8:30AM) **PDC6080 Associates Only**
Walmart Canada
Rocky View No 44, AB · Rocky View County, AB
Maintain associate related programs and procedures, including health and safety and housekeeping programs in order to ensure compliance with the relevant legislation and company policy.
Added 34 mins ago
WC
(CAN) Préposé au stockage, fruits et légumes
Walmart Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
Added 34 mins ago
WC
Online Grocery Shopper- OMNI Customer Fulfillment Associate
Walmart Canada
Victoria, BC
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 34 mins ago
WC
(CAN) Associé de nuit
Walmart Canada
Drummondville, QC
- Full-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 34 mins ago
WC
(CAN) Overnight Associate
Walmart Canada
Guelph, ON
- Full-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…

National Bank of Canada

Associate

Sorel-Tracy, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 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

Provide exceptional service to clients 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 rules.

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

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