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Added 7 mins ago
CH
Compliance and Analytics Specialist
Cardinal Health
Vaughan, ON · Canada-NSC
- Full-time
The Compliance and Analytics Specialist reports to the Manager, Facilities Management and supports facility operations, compliance, financial controls, EHS activities, and continuous…
Added 1 hour ago
BA
Paralegal
BC Assessment
Vancouver, BC
- Full-time
Completion of 4-year university degree and some experience in a Paralegal position (i.e. practicum or co-op term).
Added 2 hours ago
TO
Registered Practical Nurse
THE ONEILL CENTRE
Cannington, ON
- Part-time
The Registered Practical Nurse (RPN) reports to the Assistant Director of Care/Nurse Manager and provides clinical leadership to support safe, high-quality, person-centred care. The RPN…
Added 3 hours ago
UO
Postdoctoral Research Fellow
University of British Columbia
Vancouver, BC · PHC | BC Centre on Substance Use (BCCSU)
- Full-time
Please note this is a one (1) year term position. However, there is a possibility of extension. The expected pay range for this position is $60,000 - $75,000 per year.
Added 3 hours ago
UO
Postdoctoral Research Fellow
University of British Columbia
Vancouver, BC · PHC | BC Centre on Substance Use (BCCSU)
- Full-time
Please note this is a one (1) year term position. However, there is a possibility of extension. The expected pay range for this position is $60,000 - $75,000 per year.
Added 3 hours ago
Registered Nurse
Canadian Mental Health Association- Peel Branch
Brampton, ON
…professional and home life. You’ll also be empowered to keep learning new skills and reaching your goals – from developing a career growth plan to participating in training…
Added 4 hours ago
C
Fuel Accounting Analyst
Couche-Tard
Laval, QC
- Full-time
Group Insurance Program: Stay healthy and happy! Our plan provides you with the flexibility to choose coverage that best meets your needs and add optional insurance (health and dental care,…
Added 4 hours ago
LensCrafters - Licensed Assistant Manager - #942 Kitchener
EssilorLuxottica Group
Kitchener, ON
Everything we do is centered around sight. Because quality care helps us see the joy in life. Because learning from the best, makes us all better. Because continuing our legacy of the…
Added 5 hours ago
L
LensCrafters - Licensed Assistant Manager - #941 Guelph ON
LensCrafters
Guelph, ON
- Full-time
Everything we do is centered around sight. Because quality care helps us see the joy in life. Because learning from the best, makes us all better. Because continuing our legacy of the…
Added 6 hours ago
Clinical Nurse Educator - Public Health (Early Years)
Nova Scotia Health and IWK Health
Sydney, NS
Reporting to the Manager, Interprofessional Practice and Learning, Eastern Zone, the Clinical Nurse Educator (CNE) is responsible (in collaboration with key stakeholders) for the…
Added 7 hours ago
LensCrafters - Licensed Assistant Manager - #941 Guelph ON
EssilorLuxottica Group
Guelph, ON
Everything we do is centered around sight. Because quality care helps us see the joy in life. Because learning from the best, makes us all better. Because continuing our legacy of the…
Added 7 hours ago
Sales Associate
Laura Canada
Saint-Sauveur, QC
…awareness, is knowledgeable about our product and develops long-term relationships with…
Added 8 hours ago
S
Msit Mijua’ji’jk Home Visitor
Sipekne'katik
Indian Brook, NS
- Full-time
Under the Sipekne’katik Family Well Being Director and Program, The Msit Mijua’ji’jk Home Visitor is responsible for delivering programming to families in a culturally sensitive manner, to…
Added 8 hours ago
Director of Service (Contact Centre)
Metergy Solutions
Toronto, ON
…together with a rock-solid, recession-proof business that has a 45 year track record. We’re a technology company that drives huge carbon emission reductions. This is a once-in-a-career…
Added 9 hours ago
MS
Director of Service (Contact Centre)
Metergy Solutions
Toronto, ON
- $130,000 to $150,000 CAD / year
- Full-time
…together with a rock-solid, recession-proof business that has a 45 year track record. We’re a technology company that drives huge carbon emission reductions. This is a once-in-a-career…
Added 11 hours ago
GO
Business Analyst
Government of Yukon
Whitehorse, YT
- Full-time
This posting is for one (1) full-time, term position until March 31 st , 2028, working 75 hours biweekly. Temporary Assignments may be considered. It will establish a 12-month eligibility…
Added 12 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…exceptional customer service that will have a positive, long-term impact on our…
Added 21 hours ago
Sales Associate
Laura Canada
Windsor, ON
…awareness, is knowledgeable about our product and develops long-term relationships with…
Added 1 day ago
Sales Associate
Laura Canada
Saskatoon, SK
…awareness, is knowledgeable about our product and develops long-term relationships with…
Added 1 day ago
Sales Associate
Laura Canada
Dartmouth, NS
…awareness, is knowledgeable about our product and develops long-term relationships with…
Added 1 day ago
GD
COMBO - Team Leader PT - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
- Part-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 1 day ago
GD
COMBO - Team Leader FT - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
- Part-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 2 days ago
S
School Psychologist, Clinical Psychology Autism - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Temporary
…specified programs and or patient groups, in consultation with the Program Manager and Head of Psychology as…
Added 2 days ago
Retail Ontario-Account Manager, Ontario
United Services Group
Ottawa, ON · Gatineau, QC
We have a competitive compensation & benefits plan including health, dental and vision, and a pension plan after 1 year.
Added 2 days ago
GD
COMBO - Team Leader PT - Tsawwassen Mills
Groupe Dynamite
Tsawwassen, BC
- Full-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build 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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