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Added 17 mins ago
UO
Facilities Support
University of Alberta
Edmonton, AB
- Full-time
This role sits under the Department of Medicine Facilities Support Lead, and works closely with the Faculty Safety Advisor, Faculty of Medicine and Dentistry Office of Facility Planning &…
Added 17 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Regional Vice…
Added 17 mins ago
B
Senior Strategist, Enterprise
BrainStation
Toronto, ON
- Full-time
…You will lead discovery, form the point of view on where a client stands and where they need to be, and shape the roadmap that gets them there. You follow developments in AI and digital…
Added 17 mins ago
C
Market Unit Leader – Financial Services | Data, Analytics & AI (Senior Director)
Capgemini
Toronto, ON
- $220,000 to $260,000 CAD / year
- Full-time
This is a senior leadership opportunity for someone who combines deep Financial Services expertise, executive client relationships, consulting sales leadership and a strong understanding of…
Added 17 mins ago
TH
Software Engineer - Mobile App (Expo/React Native)
TopHat HR
Toronto, ON · Greater Toronto Area, Canada
- $95,000 to $105,000 CAD / year
- Full-time
…consulting and management services. We are hiring on behalf of a client and will be your point of contact throughout the hiring…
Added 32 mins ago
D
Senior Advisor, Business development and sales support
Desjardins
Levis, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 32 mins ago
C
Creditor Sales Insurance Associate
CIBC
Toronto, ON
- Full-time
…support mortgage clients after a warm handoff from a Mortgage Advisor to understand their needs and explore creditor insurance options that can help protect what matters most. You’ll guide…
Added 32 mins ago
C
Associate Financial Advisor (contract)
CIBC
Oshawa, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 32 mins ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Associate, Wealth Advisor - Stenner Wealth Partners+
Added 48 mins ago
ScotiaMcLeod Senior Associate - Laval, Qc
Scotiabank
Laval, QC
Work with Advisor and Total Wealth Specialists to deepen client relationships
Added 48 mins ago
B
Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
This is transformation work, and you will be accountable for it. You will lead engagements end to end, own the client relationship day to day, set the strategic direction of the work, and…
Added 48 mins ago
SR
Contract Specialist
STRIVE Recruitment Inc.
Hamilton, ON
- $60,000 to $65,000 CAD / year
- Full-time
Our client is seeking a highly detail-oriented and experienced Contract Specialist to join their growing team on a permanent basis. This position plays a vital role in coordinating and…
Added 48 mins ago
RT
Senior Advisor, Financial Reporting & Technical Accounting (CPA)
Rio Tinto
Montreal, QC
- $70 to $80 CAD / hour
- Full-time
Join the mining sector for our client and contribute your expertise within a high-performing finance environment. This opportunity brings together collaboration, financial insight, and…
Added 1 hour ago
MW
Junior Investment Advisor
Manulife Wealth
Calgary, AB
- Full-time
…individuals who are sales-focused and motivated to build strong client relationships. Just as important, you should have a genuine interest in wealth management, with a particular passion…
Added 1 hour ago
Product Manager - AI Platform
Nesto Cloud
Canada
Familiarity with broker and advisor-facing workflows and the nuances of supported versus self-serve client journeys
Added 1 hour ago
Product Manager - AI Platform
Nesto Group(e)
Canada
Familiarity with broker and advisor-facing workflows and the nuances of supported versus self-serve client journeys
Added 1 hour ago
R
Private Banking Advisor
RBC
Ottawa, ON
- Full-time
A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through…
Added 1 hour ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Escalate Client complaints including assessment and advisor investigations.
Added 1 hour ago
C
Business Advisor - Bilingual
CIBC
Quebec, QC
- Full-time
As a Business Advisor you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll provide new, existing and prospective clients with an…
Added 1 hour ago
C
Sr. Consultant, Business Effectiveness
CIBC
Toronto, ON
- Full-time
Our Mobile Advice team supports the performance, effectiveness, and ongoing evolution of a key client-facing channel within CIBC. As a Senior Consultant Business Effectiveness, you'll drive…
Added 1 hour ago
B
Insolvency Advisor, Personal Debt Solutions
BDO
Mississauga, ON
- Full-time
Our Mississauga office are seeking an Insolvency Advisor to join the Personal Debt Solutions team. This is a new position that requires a regular in-office presence. This is a replacement…
Added 1 hour ago
Program Consultant, Learning & Development-Second Language Training
CityofOttawa
Ottawa, ON
…tools to meet organizational requirements. You serve as an advisor on second-language training and testing matters; conduct research and recommend program and policy improvements; oversee…
Added 2 hours ago
R
Financial Advisor
RBC
NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 2 hours ago
R
Client Advisor
RBC
St. Marys, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 3 hours ago
A
1849 - Bilingual ATS Service Desk Specialist II
Amyantek
Montreal, QC
- Contract
The main job is to help Advisors, their Assistants and Multi-Advisor Corporations with their everyday IT problems, ranging from simple to complex, mainly over the phone. Incumbent will…

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!

Apply About employer

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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