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Added 1 min ago
Sales Associate
Laura Canada
Saint-Sauveur, QC
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 1 min ago
YI
Software Developer - Internal Automation
YuJa Inc.
Toronto, ON · North York, Ontario
- $80,000 to $90,000 CAD / year
- Full-time
…experience managing internal systems and infrastructure. In this role, you will design, develop, and maintain automation solutions that improve the reliability, scalability, and efficiency…
Added 1 min ago
MI
Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
The Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 16 mins ago
T
Client Service Associate, Financial Planning
TD
Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 16 mins ago
MM
Actuarial Specialist (Associate) – Retirement & Health Benefits
Marsh McLennan
Montreal, QC
- Full-time
We are seeking an Actuarial Specialist (Associate) – Retirement & Health Benefits to join our Global Actuarial Services Delivery (GSD Canada) team at Marsh, People and Investments.
Added 16 mins ago
C
Associate Financial Advisor (contract)
CIBC
Oshawa, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 16 mins ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Collaborate across client service, investment management, business development, and operations.
Added 32 mins ago
AC
Administrative Assistant to the Chair, Community Studies
Algonquin College
Ottawa, ON
- Full-time
Learning and Development Opportunities: Access to training, tuition assistance programs (Algonquin College Courses and Degree Completion), certifications, workshops, and professional…
Added 32 mins ago
AC
Administrative Assistant to the Chair, Police & Public Safety and Wellness
Algonquin College
Ottawa, ON
- Full-time
Learning and Development Opportunities: Access to training, tuition assistance programs (Algonquin College Courses and Degree Completion), certifications, workshops, and professional…
Added 32 mins ago
Associate, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON
Scotiabank
Toronto, ON
This position is an onsite role, with the expectation that you will work 5 days a week in the office. Please note that this is subject to change based on the needs of the business.
Added 32 mins ago
ScotiaMcLeod Senior Associate - Laval, Qc
Scotiabank
Laval, QC
…understanding their complete financial picture - life, family, business, and…
Added 32 mins ago
SJ
Artificial Intelligence Engineer
So Jobs
Toronto, ON
- $148,200 to $169,100 CAD / year
- Full-time
…next-generation AI-powered products and platforms. In this role, you will collaborate with multidisciplinary teams to solve complex challenges, optimize large-scale AI systems, and deliver…
Added 1 hour ago
TI
Database Administrator
Teckhorizon Inc
Toronto, ON
- Contract
This role involves maintaining critical business systems, optimizing database performance, supporting financial applications, and collaborating with IT and business teams to ensure reliable…
Added 1 hour ago
MI
Senior Associate, Regulatory Reporting (Form PF / CPO-PQR)
MUFG Investor Services
Toronto, ON
- Full-time
Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another…
Added 1 hour ago
B
Marketing Associate E-commerce and Shopper (V.I.E Program) - All Genders
BIOCODEX
BIOCODEX Canada
- Full-time
As part of the Marketing team, you will play a key role in driving brand growth by developing and executing integrated marketing initiatives across ecommerce and shopper marketing,…
Added 1 hour ago
R
Private Banking Associate
RBC
North Vancouver, BC · Vancouver, BC
- Full-time
Please note: We are hiring for future opportunities and only candidates whose qualifications and experience align with the role’s requirements will be contacted for further consideration.
Added 1 hour ago
TT
Digital Recruiter
Tundra Technical Solutions
Calgary, AB
- $40,000 to $50,000 CAD / year
- Full-time
People-Centric Culture – being in the business of people, we ensure our Associates work in an environment where they can deliver results and have professional success.
Added 1 hour ago
Analyst or Associate, M&A (Calgary)
EY
AB · Calgary, AB
Running a business is all about making intelligent decisions, powered by accurate information. As a Mergers & Acquisitions (“M&A”) Analyst/Associate, you’ll help make that happen. You will…
Added 2 hours ago
JI
Merchandising Supervisor- Reset
J.D. Irving, Limited
Charlottetown, PE
- Full-time
…promotional displays, seasonal transitions, and planograms. This role partners closely with store leadership to improve product presentation, drive sales, maintain inventory accuracy, and…
Added 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Brampton, ON
- $15 CAD / hour
- Full-time
…operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive shopping experience, and drive…
Added 3 hours ago
TS
Associate, Transaction Banking Product Development
TD Securities
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 3 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 4 hours ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 4 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
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…
Added 4 hours ago
DC
Senior Project Manager – Transportation/Traffic Engineering & Roadway Safety
Dillon Consulting Limited
Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · North York, ON
- Full-time
…employee-owned. Here, your entrepreneurial drive directly impacts the business, allowing you to champion technical excellence, drive change, and reap the rewards of your leadership. In…

National Bank of Canada

Associate

Sorel-Tracy, QC, Canada

Full-time

Apply About employer

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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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