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Added 8 mins ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 8 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 9 mins ago
Gainsight Administrator
Braze
Toronto, ON
Partner cross-functionally: Work with the CX Business Systems Analyst / Technical Project Manager team and CX Operations, who gather and shape requirements, and provide the…
Added 24 mins ago
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Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…the team by completing additional tasks as directed by the…
Added 24 mins ago
AE
Communications Coordinator
Agnico Eagle Mines Limited
Timmins, ON
- Full-time
Reporting to the Communications Manager, you will be part of the Communications Department. Working closely with local operational leadership, Human Resources, Community Relations and…
Added 24 mins ago
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Marketing/SL Manager/Gestionnaire marketing et location spécialisée
Leyad
Montreal, QC
- Full-time
The Marketing & Specialty Leasing Manager is responsible for developing and executing marketing initiatives, community engagement programs, special events, and specialty leasing strategies…
Added 24 mins ago
EC
Brand Marketing Manager
Excalibur Crossbow Inc.
Kitchener, ON
- Full-time
In this role, you’ll help drive brand awareness, strengthen customer engagement, and support business growth by leading digital marketing, social media, content development, creative…
Added 24 mins ago
UC
Manager, Remote Services
Ukrainian Credit Union Limited
Toronto, ON · Greater Toronto Area, Canada
- Full-time
UCU is seeking an experienced, forward-thinking Manager, Remote Member Services to lead our full-service virtual branch, delivering personalized financial services, expert guidance, and…
Added 24 mins ago
PM
Digital Media Supervisor
Publicis Media
Toronto, ON
- Full-time
The Digital Media Supervisor is responsible for assisting the Manager and Directors in the creation, planning, and implementation of digital campaigns for clients. They are also responsible…
Added 24 mins ago
B
Gainsight Administrator
Braze
Toronto, ON
- Full-time
Partner cross-functionally: Work with the CX Business Systems Analyst / Technical Project Manager team and CX Operations, who gather and shape requirements, and provide the…
Added 24 mins ago
FB
Income Verifier
Fairstone Bank
Vancouver, BC
- Full-time
…cards, retail and automobile financing, personal loans and digital lending - we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart…
Added 24 mins ago
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Manager, Retail Design Development
lululemon
Vancouver, BC
- Full-time
The Manager, Retail Design Development leads technical design excellence within lululemon's Store Design organization, ensuring retail concepts are translated into high-quality, buildable,…
Added 24 mins ago
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LensCrafters - Licensed Assistant Manager - #941 Guelph ON
LensCrafters
Guelph, ON
- Full-time
Informs store manager of any situation that may require any development or disciplinary action of others.
Added 39 mins ago
TM
Talent Development Manager
The Mosaic Company
Regina, SK · Greater Regina Metropolitan Area
- Full-time
The Manager, Talent Management – Succession & Leadership Pipeline is responsible for leading the design, implementation, and continuous improvement of succession planning and leadership…
Added 39 mins ago
IC
Associate Delegate Relations Manager
Informa Connect - Global Finance
Toronto, ON
- Full-time
We run around 800 events each year, create digital platforms based on engaging news and information content, and operate professional development programmes for individuals and businesses.
Added 39 mins ago
BD
Data Automation Specialist
Black Diamond Group
Calgary, AB
- Full-time
…remote and temporary workforce housing solutions, along with a digital marketplace for business-to-business crew travel management. We create value by providing differentiated solutions. We…
Added 39 mins ago
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Senior Designer, Design Systems
BMO
Toronto, ON · BMOPLACE
- Full-time
Designs and creates digital experiences by prioritizing users and business requirements over technology limitations and constraints. Understands logical user flows focusing on interaction…
Added 39 mins ago
T
Personal Banking Associate - Cousineau & Gaetan Boucher (Full time)
TD
Longueuil, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 39 mins ago
T
AVP, Programs & Deployment
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 39 mins ago
IN
Communications Manager
International Needs Canada
Hamilton, ON
- Full-time
INCA is building a dedicated marketing, communications, and fund development function - and this role leads it. Reporting to the Director of Operations, the Manager will build and own the…
Added 39 mins ago
FN
UX Designer
First National Financial LP
Toronto, ON · East York, ON
- Full-time
We are hiring a UX Designer, Application Development!
Added 39 mins ago
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Product Marketing Manager
MapsPeople
Richmond Hill, ON
- Full-time
…across the Americas, we are looking for a Product Marketing Manager to strengthen how we position our platform, bring new capabilities to market, enable our sales organization, and connect…
Added 53 mins ago
RP
Spécialiste en acquisition de de talents – bilingue/Talent Acquisition Specialist -Bilingual
RESA Power
Canada
- Full-time
Added 53 mins ago
A
Customer Experience Transformation Project Manager
Agropur
Longueuil, QC · St-Hubert Campus
- Full-time
…interact with us. As Customer Experience Transformation Project Manager, you’ll lead strategic initiatives where technology, data, automation, and artificial intelligence come together to…
Added 1 hour ago
RP
Spécialiste en acquisition de de talents – bilingue/Talent Acquisition Specialist -Bilingual
RESA Power Canada
Quebec, QC
- Full-time

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!

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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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