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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 1 min ago
OS
Director of Business Development and Membership Services
Ontario Soil and Crop Improvement Association
Guelph, ON
- Full-time
…multidisciplinary team and works collaboratively with the General Manager and fellow…
Added 1 min ago
UO
Director, Capacity Development
Union of Nova Scotia Mi'kmaq
NS · Membertou, Nova Scotia
- Full-time
Work with the Manager, Funding Development & Compliance on renewals, applications and funder reporting, making sure program teams provide accurate narratives and outcomes on time;
Added 17 mins ago
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MDS Associate Territory Manager -British Columbia
BD
Vancouver, BC · Mississauga, ON · CAN Mississauga - Derry Road West
- $60,000 to $110,000 CAD / year
- Full-time
Reporting to the National Sales Manager, the Associate Territory Manager, Medication Delivery Solutions (MDS)- British Columbia is a hybrid sales and territory support role responsible for…
Added 31 mins ago
NS
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
Location: Western Zone, Yarmouth Regional Hospital
Added 31 mins ago
OR
Senior Quality Control Specialist
OSL Retail Services
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
Identify field quality issues/inquiries and report findings to the QC Manager, Company HQ, and factory for resolution
Added 31 mins ago
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Sr. Consultant, Business Effectiveness
CIBC
Toronto, ON
- Full-time
…enhance scorecards for roles such as Mortgage Advisor, Area Sales Manager, and Regional Director, while providing analysis related to targets, commissions, and channel performance. You'll…
Added 31 mins ago
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Yarmouth, NS
Location: Western Zone, Yarmouth Regional Hospital
Added 47 mins ago
HL
Mobile Building Operator (Live- Out)- Ottawa
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Oakville, ON
- Full-time
As a Mobile Building Operator at Homestead, you will expertly float amongst a regional portfolio in order to assist at buildings that need reinforcement due to staff vacations, sick days,…
Added 1 hour ago
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Physician Assistant
Peterborough Regional Health Centre
Peterborough, ON
- Temporary
…resource processes is provided by the Emergency Department Manager. The position works collaboratively with the Director, Emergency Department, Critical Care, Respiratory Services and…
Added 1 hour ago
TH
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Moncton, NB
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Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
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HH
Moncton Registered Nurse Class B (RNCB) PCN 1005630
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This position reports to the Regional Manager for Skin and Wound Care Program.
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Winnipeg, MB
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Critical Care/ICU Nurse - Trainee - Medical Intensive Care Unit
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Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients with complex and…
Added 2 hours ago
SH
Critical Care/ICU Nurse - Trainee (Designated Indigenous) - Surgical Intensive Care Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients with complex and…
Added 2 hours ago
SH
Critical Care/ICU Nurse - Trainee - Surgical Intensive Care Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients with complex 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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