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Added 12 mins ago
MH
Public Health Nurse - Infectious Disease Control (1 temporary full-time position until September 2027)
Middlesex-London Health Unit
London, ON
- Full-time
Under the direction of the Associate Manager, IDC, the incumbent will:
Added 12 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 12 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 12 mins ago
TI
Database Administrator
Teckhorizon Inc
Toronto, ON
- Contract
Our Client is seeking an experienced Database Administrator to support the Ontario Science Centre's database infrastructure, enterprise applications, financial systems, and cloud migration…
Added 12 mins ago
MI
Senior Associate, Regulatory Reporting (Form PF / CPO-PQR)
MUFG Investor Services
Toronto, ON
- Full-time
…solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay,…
Added 28 mins ago
B
MDS Associate Territory Manager -British Columbia
BD
Vancouver, BC · Mississauga, ON · CAN Mississauga - Derry Road West
- $60,000 to $110,000 CAD / year
- Full-time
Reporting to the National Sales Manager, the Associate Territory Manager, Medication Delivery Solutions (MDS)- British Columbia is a hybrid sales and territory support role responsible for…
Added 28 mins ago
R
Private Banking Associate
RBC
North Vancouver, BC · Vancouver, BC
- Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Added 28 mins ago
TB
Sales Associate-5
Tory Burch
Rocky View No 44, AB · Rocky View County, Canada
- 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 42 mins ago
TT
Digital Recruiter
Tundra Technical Solutions
Calgary, AB
- $40,000 to $50,000 CAD / year
- Full-time
Rewards and Perks – Competitive health and financial benefits, Associate events, recognition programs, and employee loyalty programs are a few of the perks available at Tundra.
Added 42 mins ago
Analyst or Associate, M&A (Calgary)
EY
AB · Calgary, AB
…accurate information. As a Mergers & Acquisitions (“M&A”) Analyst/Associate, you’ll help make that happen. You will be an important part of our talented and highly experienced team and work…
Added 1 hour ago
A
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…
Added 1 hour ago
TB
Sales Associate-4
Tory Burch
Rocky View No 44, AB · Rocky View County, Canada
- 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 2 hours ago
TS
Associate, Transaction Banking Product Development
TD Securities
Toronto, ON
- Full-time
The Associate, Transaction Banking Product Development is a member of the TB Product Transformation team and will report directly to the Director, TB Payments, Product Transformation. The…
Added 2 hours ago
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Toronto, ON
- Full-time
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works…
Added 3 hours ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
Develop an in-depth understanding of the GTB products and of client needs, competitive landscape, and trends in GTB industry to assist in identifying new opportunities
Added 3 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 3 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
…company are also rewarded with the opportunity to advance to Associate and Partner ownership levels and receive performance-informed profit…
Added 5 hours ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 5 hours ago
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Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
The Associate, Transaction Banking Product Development is a member of the TB Product Transformation team and will report directly to the Director, TB Payments, Product Transformation. The…
Added 5 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
Develop an in-depth understanding of the GTB products and of client needs, competitive landscape, and trends in GTB industry to assist in identifying new opportunities
Added 9 hours ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 11 hours ago
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- $18 to $19 CAD / hour
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Added 13 hours ago
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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 13 hours ago
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Seasonal
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- Part-time
The Seasonal Sales Associate provides outstanding customer service, merchandises, generates and processes sales as well as maintains the store’s cleanliness and appearance.
Added 13 hours ago
BV
Learning Design Consultant
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- Full-time
The Centre for Workforce Development is seeking a is seeking a collaborative and client-focused Learning Design Consultant. In this role, you will partner with employers, industry experts,…

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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