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Added 25 mins ago
MD
Business Support Specialist - State Prog Admin Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Certified Administrative Professional (CAP), Certified Associate of Project Management (CAPM), or Certified Professional in Accessibility Core Competencies (CPACC)
Added 25 mins ago
S
Solution Engineer (Pre-Sales) - All Levels (Canada)
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Toronto, ON
- Full-time
Verticals include: Financial Services, Healthcare & Life Sciences, Manufacturing, Retail & Consumer Goods, Communications Media & Technology, Consumer Business Services, Public Sector,…
Added 39 mins ago
JM
Executive Chef
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- Full-time
Added 1 hour ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
Under the direction of the Dean, and in collaboration with Associate Deans and Chairs/Directors as applicable, the Director, Administration (DA) is responsible for the management of the…
Added 1 hour ago
TS
Structural Engineering Lead
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Calgary, AB
- Full-time
…consulting space who is either currently operating at a senior/associate level or is ready to step into management. There is a clear pathway toward Principal-level within 12 months based on…
Added 2 hours ago
FC
Associate, Compensation (12 to 15-month contract)
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Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 2 hours ago
BH
Technician Mechanic II
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- Full-time
Have a technical, high school, vocational school, or associate above, with a major in Mechanical Engineering, Electrical
Added 3 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Montreal, QC
- Full-time
A career in our specialized team offers you the opportunity to work with healthcare professionals on all their financial projects. As a Manager, Financing Solutions, you will play a leading…
Added 3 hours ago
SP
Bilingual Customer Success Manager (French/English)
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 4 hours ago
EA Sports FC - Associate Quality Designer - FC Quality Verification
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Vancouver, BC
FC Quality Verification is looking for its next Associate Quality Designer to lead important projects that help create a positive player experience. You'll partner with Development teams,…
Added 5 hours ago
MI
Associate, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing company in Financial Services. You Will:
Added 7 hours ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Corner Brook, NL
- Part-time
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Added 7 hours ago
EI
Lab Technician
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Calgary, AB
- Full-time
Recognized as one of “The Americas’ Fastest Growing Companies 2023” by Financial Times and honored with the Deloitte Fast 50 Clean Technology award in 2022, as well as the Deloitte Fast 500…
Added 8 hours ago
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Associate Insurance Advisor
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- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 8 hours ago
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Actuarial Specialist (Associate) – Retirement & Health Benefits
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Montreal, QC
- Other
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Added 8 hours ago
The Shoe Co. - Sales Associate
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We’re looking for a (Part-time) Sales Associate for our The Shoe Co. banner who will put their best foot forward.
Added 9 hours ago
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Lead Associate – Strategic Finance Advisory
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NB · New Brunswick, Canada
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Added 9 hours ago
OJ
Managing Associate – Strategic Finance Advisory
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NB · New Brunswick, Canada
- Full-time
Added 9 hours ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Does not process any financial transactions with no budget responsibilities.
Added 10 hours ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
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Involvement with financial reports as appropriate
Added 10 hours ago
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MAC Manager
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- Full-time
resource planning, project delivery, financial oversight, service quality, ad client communication. The MAC Managers partners with
Added 10 hours ago
CC
Commercial Services Associate
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- Full-time
…the dynamic and essential world of Commercial lending. As an Associate, Commercial Services, you will gain hands-on experience in financial analysis, risk management, and industry…
Added 10 hours ago
HR
Supervisor, Loss Prevention
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- Full-time
…Prevention Supervisor coordinates and oversees the execution of Associate Training and Store Audit Programs to assist the organization in effectively addressing profit loss. The Supervisor…
Added 10 hours ago
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Associate Director Loan Syndications
ATB
Calgary, AB
- Full-time
The Associate Director Loan Syndications is a key role within our Capital Markets division, responsible for the structuring, pricing, execution, and distribution of syndicated loan…
Added 11 hours ago
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Toronto, ON
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Involvement with financial reports as appropriate

National Bank of Canada

Associate

Sorel-Tracy, QC, Canada

Full-time

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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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