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Added 3 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grand Forks, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 3 mins ago
OH
Senior Business Partner, Health Workforce Capacity
Ontario Health
Toronto, ON
- Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
Added 3 mins ago
T
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD
Toronto, ON
- Full-time
…successful candidate will be a strong advocate and trusted advisor to their clients, while balancing the requirements of GTB and the…
Added 3 mins ago
TE
Senior Communications Advisor - Emergency Response
TC Energy
Calgary, AB
- Full-time
…in every step, personal accountability, one team and active learning, we deliver the critical energy that North America and the world rely on while balancing reliability, affordability and…
Added 19 mins ago
Labour and Employee Relations Advisor
Simon Fraser University
Burnaby, BC
…– the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation,…
Added 19 mins ago
D
Investigations Advisor
Desjardins
Levis, QC · Montreal, QC
- Full-time
As an investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 19 mins ago
D
Senior Advisor, Financial performance and budget
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help…
Added 19 mins ago
D
Senior Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs…
Added 19 mins ago
CF
District Vice-President, Sales
CI Financial
Toronto, ON
- Full-time
…existing and prospective advisors; and educate and develop advisor knowledge of CI investment…
Added 19 mins ago
B
Manager - Finance, FP&A
BMO
Toronto, ON · BMOPLACE
- Full-time
Acts as a trusted financial advisor to assigned business/group.
Added 19 mins ago
B
Corporate Real Estate Business Advisor
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 19 mins ago
B
Service Advisor
BCAA
Victoria, BC · Broadmead
- Full-time
We are currently hiring a Service Advisor based in our Broadmead Service Location!
Added 19 mins ago
B
Service Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring a Service Advisor based in our Cambie Village Service Location!
Added 33 mins ago
JT
Outside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 33 mins ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 33 mins ago
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Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 33 mins ago
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Inside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 33 mins ago
JT
Inside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 33 mins ago
JT
Inside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 33 mins ago
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
Scotiabank
Toronto, ON · Etobicoke, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 48 mins ago
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Human Resources Business Partner
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- Full-time
As a trusted advisor, provide guidance, coaching and mentorship to leaders at all levels of the organization.
Added 48 mins ago
MC
Director, Advisor Experience
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St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Partner with Sales Effectiveness, Learning and RVPs to activate and continuously amplify coaching frameworks, business-planning disciplines and leader routines. Set strategic priorities for…
Added 48 mins ago
MC
Director, Distribution & Activation
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St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…Wealth-specific growth programs, including referral and lead ecosystems, advisor recruitment and onboarding, practice modernization, and specialized distribution channels. Accountable for…
Added 48 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Architect Ecosystems: Act as a trusted advisor by understanding third-party integrations (e.g., Deputy, Xero, SevenRooms) to provide venues with a holistic, "all-in-one" technology stack.
Added 48 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Architect Ecosystems: Act as a trusted advisor by understanding third-party integrations (e.g., Deputy, Xero, SevenRooms) to provide venues with a holistic, "all-in-one" technology stack.

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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