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Added 18 mins ago
PD
New Home Sales Associate
Partners Development Group
AB · Calgary, Alberta
- Full-time
We are seeking to fill the role of multifamily New Home Sales Associate for our community in Homestead, Calgary. The Sales Associate works closely with and reports to the Area Sales Manager…
Added 19 mins ago
M
Part-Time Front Desk Associate - Park Royal, West Vancouver
Myo
Vancouver, BC
- $19 to $22 CAD / hour
- Part-time
…exceptional service meets meaningful impact. As a Front Desk Associate, you’ll be the face of our clinics - creating a welcoming atmosphere, supporting our clinicians, and ensuring every…
Added 48 mins ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
…will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 48 mins ago
LA
Securities/Corporate Lawyer 2-5 Years
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- Full-time
Our client, a leading Vancouver law firm with a sophisticated regional, national and international practice, is seeking a talented Corporate Finance & Securities Associate to join its…
Added 48 mins ago
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- Full-time
Associate level of experience within the media industry with proven buying experience.
Added 1 hour ago
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Retail Temporary Sales Associate, Maje, Pacific Centre
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As a Sales Associate, you’ll be at the heart of delivering an exceptional client experience, making every shopping moment memorable. You’ll build strong relationships with customers, curate…
Added 1 hour ago
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Shoppers Drug Mart
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- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 1 hour ago
NB
Wealth Associate
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Saguenay, QC · Chicoutimi, QC
- Full-time
…will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Associate Director, FX Risk Management Solutions
National Bank of Canada
Toronto, ON
- Full-time
The Risk Management Solutions Group (“RMSG”) at National Bank of Canada Capital Markets is seeking an Associate Director to help expand our Foreign Exchange risk management franchise in…
Added 1 hour ago
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PT Support Associate - Seasonal-4
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PT Support Associate - Seasonal
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Added 1 hour ago
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Personal Banking Associate
TD
AB
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 1 hour ago
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Added 1 hour ago
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Added 2 hours ago
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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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