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Added 40 mins ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Delivers consistent client service using established playbook and guidelines.
Added 56 mins ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
…launching, commercialization, and on-going management of a product/service. Reporting to Payments Product, the successful candidate could be involved in several cross-GTB initiatives…
Added 1 hour 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
T
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 3 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
…launching, commercialization, and on-going management of a product/service. Reporting to Payments Product, the successful candidate could be involved in several cross-GTB initiatives…
Added 7 hours ago
D
Associate Wealth Management Advisor
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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 9 hours ago
OF
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- $18 to $19 CAD / hour
- Part-time
Added 10 hours ago
Sales Associate
Laura Canada
Windsor, ON
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 11 hours ago
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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 11 hours ago
BV
Learning Design Consultant
Bow Valley College
Calgary, AB
- Full-time
Reporting to the Associate Dean, the Learning Design Consultant is an integral member of the Centre for Workforce Development and plays a key role in supporting the College's commitment to…
Added 11 hours ago
MD
Health Facility Evaluator - Nursing Evaluator
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Saint-Paul, NB · St.-Paul, NB
- Full-time
…be substituted for twelve (12) months of experience; and an Associate's degree in one of the above areas may substitute for six (6) months of…
Added 12 hours ago
NF
Client Service Associate
Northbridge Financial
Mississauga, ON
- Full-time
- Other
What it’s like to be a Federated Client Service Associate
Added 13 hours ago
W
Stock Assoc
Williams-Sonoma
Calgary, AB
- Part-time
Exemplify the highest level of customer service standards to internal and external customers
Added 13 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 13 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 14 hours ago
Sales Associate
Laura Canada
Saskatoon, SK
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 15 hours ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Rouyn-Noranda, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 15 hours ago
NF
Client Service Associate
Northbridge Financial Corporation
Mississauga, ON
- Full-time
What it’s like to be a Federated Client Service Associate
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 17 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Saint-Lambert, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 17 hours ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…office; maintain a high standard of compliance, efficiency, and client service; and provide strategic grant and award facilitation services. The position leads a small team of research…
Added 17 hours ago
PL
Paradies Lagardère: Associé(e) d'Entrepôt-Aéroports de Montréal/Warehouse Associate-Montreal Airport
Paradies Lagardère
Dorval, QC
- Part-time
Warehouse Associate: Support the warehouse operations. Warehouse associates must have the ability to process shipping and receiving functions, unload trucks, pull, pack, deliver stock…
Added 18 hours ago
AT
Warehouse And Field Operations Associate
Aligned Telecom Solutions Inc.
Calgary, AB
- Full-time
Aligned Telecom Solutions Inc. is a leading telecommunications provider, dedicated to delivering high-quality service. As we expand into Alberta, we’re looking for motivated individuals to…
Added 19 hours ago
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- Part-time
…They motivate the store team and provide a model of customer service excellence, while gaining the knowledge and skills required to effectively supervise the…
Added 20 hours ago
ZL
Junior Litigation Associate (Lawyer)
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ZS Law Professional Corporation is a full-service law firm with offices in Toronto and Ottawa, representing individuals and businesses. Our litigation practice covers civil and commercial…

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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