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Added 7 mins ago
NS
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
Reporting to the Health Services Manager, the Physiotherapist assesses, diagnoses and treats patients who present with actual or potential impairment, pain, functional limitations or…
Added 7 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Oxbow, SK
- Full-time
As a Parts Lead, you will support customers, technicians, and internal teams with accurate parts service while helping coordinate daily workflow, inventory processes, ordering, returns,…
Added 7 mins ago
NS
Pharmacist - Clinical Pharmacy (Mental Health and Addictions)
Nova Scotia Health Authority
Halifax, NS
- Full-time
Under the direct supervision of the Manager Clinical Services, the Pharmacist will participate in the provision of direct pharmaceutical care to inpatients/outpatients as a member of the…
Added 7 mins ago
NS
Registered Pharmacy Technician - Pharmacy Services
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Pharmacy Manager/Operations Manager, the Registered Pharmacy Technician participates in the provision of safe, competent, patient or family centered ethical care, ensuring…
Added 7 mins ago
NP
Operations Technologist
NT Power
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…rotational on-call/standby roster and report directly to the Manager of Operations…
Added 7 mins ago
IS
Customer Care Representative - UPL
Information Services Corporation ISC
Stratford, ON · Toronto, ON
- Full-time
…surprising clients with best-in-class performance and better service than they imagined for themselves and their customers – one conversation at a…
Added 7 mins ago
IF
Finance Application Specialist - Oracle Fusion
Intact FC
Toronto, ON · Montreal, QC
- Full-time
…global team of over 30,000 employees providing outstanding service from more than 350 offices. Our company has grown organically and through acquisitions, and our annual premiums total more…
Added 7 mins ago
Customer Service Representative Revenue-C0746
City of London
London, ON
Reports through the Senior Customer Service Representative - Revenue or Senior Cashier to the Manager II, Customer Service and Assessment or the Supervisor of Taxation and Revenue. Provides…
Added 7 mins ago
Customer Service Representative Licensing & By-Laws-C0885
City of London
London, ON
Reporting to a Coordinator or Manager in the area, the Customer Service Representative, Licensing and Bylaws supports the Municipal Compliance division by completing the required processes…
Added 7 mins ago
Pharmacist - Clinical Pharmacy (Mental Health and Addictions)
Nova Scotia Health and IWK Health
Halifax, NS
Under the direct supervision of the Manager Clinical Services, the Pharmacist will participate in the provision of direct pharmaceutical care to inpatients/outpatients as a member of the…
Added 7 mins ago
Registered Pharmacy Technician - Pharmacy Services
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Pharmacy Manager/Operations Manager, the Registered Pharmacy Technician participates in the provision of safe, competent, patient or family centered ethical care, ensuring…
Added 7 mins ago
Physiotherapist - Rehabilitation Services
Nova Scotia Health and IWK Health
Yarmouth, NS
Reporting to the Health Services Manager, the Physiotherapist assesses, diagnoses and treats patients who present with actual or potential impairment, pain, functional limitations or…
Added 38 mins ago
NH
Senior Project Manager
Niagara Health
St. Catharines, ON
- Temporary
The ePMO team is seeking a highly effective and results-driven Senior Project Manager with deep expertise in project and change management. This individual thrives in fast-paced, evolving…
Added 38 mins ago
UF
Associate Director, Stewardship
UHN Foundation
Toronto, ON
- Contract
…Education at UHN and West Park Healthcare Centre. Our donor community is UHNITED to help us change the status quo of healthcare – helping recruit and train the brightest medical minds from…
Added 38 mins ago
PH
Superintendent, Civil & Municipal Infrastructure (Sewer & Water) - Permanent - 4334
Parker Huggett - A Division of LRO Staffing
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…inspectors take your word because it holds, and your Project Manager knows the job is in good hands the moment you are on…
Added 38 mins ago
Social Worker 2 (Bilingual) - AMANI: Mental Health and Substance Use Services for Black Youth
CAMH
Toronto, ON
…requirements. Some evening hours are required as is work in the community to improve access for Francophone clients. The incumbent will also support participatory program development…
Added 38 mins ago
Sales Associate-Retail
Roots
Moncton, NB
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 53 mins ago
EU
Supervisor Customer Care & Billing
Enwin Utilities
Windsor, ON
- Full-time
Reporting to the Manager Customer Care, the successful applicant will be responsible for the daily efficient and effective operations of the Customer Service Centre (including Switchboard…
Added 53 mins ago
R
Client Advisor
RBC
St. Marys, ON
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 1 hour ago
DH
Events and Outreach Coordinator
Dartmouth Heritage Museum
Dartmouth, NS
- Full-time
…Heritage Museum (DHM) in delivering engaging events, programs, community outreach, and digital communications, to the public. The aim of this position is to increase visitation to the…
Added 1 hour ago
PH
Provincial Overdose Mobile Response Team, Crisis Intervention Specialist, HEMBC
Provincial Health Services Authority
Vancouver, BC
- Full-time
Reporting to the Program Manager, Provincial Overdose Mobile Response Team (MRT), the MRT Crisis Intervention Specialist provides training, education and crisis response to first…
Added 1 hour ago
OF
Studio Manager
Orangetheory Fitness 10076
AB · Grande Prairie, AB
- $25 to $30 CAD / hour
- Full-time
STUDIO MANAGER | ORANGETHEORY FITNESS GRANDE PRAIRIE
Added 1 hour ago
FH
Hotel Manager
Fairmont Hotels & Resorts
Vancouver, BC
- Full-time
As Hotel Manager, you will partner with the General Manager to lead hotel operations, develop our leaders and deliver memorable guest experiences. Your visible leadership, operational…
Added 1 hour ago
In Store Bakery - Clerk Department Second Bakery
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Moncton, NB
Provide customers with friendly and professional service. Fulfill duties for all areas of the Bakery Department. Supervise the Bakery Department and staff in the absence of the Bakery…
Added 1 hour ago
M
Cook III
Marriott
Toronto, ON
- Full-time
…maintenance needs, accidents, injuries, and unsafe work conditions to manager; complete safety training and certifications. Ensure uniform and personal appearance are clean and…

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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