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Added 6 mins ago
NG
Fleet Compliance Administrator
Nors Group
ON · Ontario, Canada
- Full-time
Added 6 mins ago
UF
Associate Director, Stewardship
UHN Foundation
Toronto, ON
- Contract
Oversee the administration and optimization usage of donor recognition systems and databases, including GiftMap and Raiser’s Edge NXT, to support accurate recognition tracking, reporting,…
Added 6 mins ago
MU
Gestionnaire de projets stratégiques – Transformation organisationnelle/Strategic Project Manager – Organizational Transformation
McGill University
Montreal, QC
- $92,150 to $138,150 CAD / year
- Full-time
Relevant de la directrice, Efficacité des processus et orientation client, au sein du Bureau du vice-président, Administration et finances, pilotez des initiatives stratégiques visant à…
Added 6 mins ago
MUIR Guest Services - Bell Captain
The Armour Group Limited
Halifax, NS
…front-drive traffic flow. The role ensures warm, professional luxury service while managing scheduling, payroll, coaching, performance, training, and…
Added 6 mins ago
CC
Executive Assistant
Community Counselling
North Bay, ON
- Contract
…leadership team. This position supports executive functions, HR administration, Board governance, facilities coordination, organizational reporting, and day-to-day office…
Added 20 mins ago
Administrative Assistant
Defence Construction Canada
Winnipeg, MB
Enter data related to service line transactions and activities in enterprise resource planning system (e.g. budget tracking, time entry, procurement, contract administration)
Added 35 mins ago
FH
Nuclear Medicine Technologist
Fraser Health Authority
New Westminster, BC
- $38.93 to $48.59 CAD / hour
- Full-time
The Medical Imaging transfer of service to Fraser Health is now completed and we are thrilled to have the Medical Imaging Teams as part of Fraser Health again. Are you interested in…
Added 35 mins ago
HH
Miramichi Administrative Support (Clinical) (1025) PCN 1757605
Horizon Health Network
Miramichi, NB
- Full-time
Added 35 mins ago
HH
Miramichi Administrative Support (Clinical) (1025) PCN 1757292
Horizon Health Network
Miramichi, NB
- Full-time
Added 35 mins ago
HH
Miramichi Administrative Support (Clinical) (1025) PCN 1757606
Horizon Health Network
Miramichi, NB
- Full-time
Added 35 mins ago
HH
Miramichi Administrative Support (Clinical) (1025) PCN 1757608
Horizon Health Network
Miramichi, NB
- Full-time
Added 35 mins ago
HH
Miramichi Administrative Support (Clinical) (1025) PCN 1757607
Horizon Health Network
Miramichi, NB
- Full-time
Added 35 mins ago
HH
Moncton Administrative Services Coordinator (1077) PCN 1004789
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Full-time
The Supervisor is responsible for planning and coordinating clerical support services either in a clinical and/or administrative environment for a department or service.
Added 35 mins ago
ÉN
Commercial Manager
Énergie NB Power
Fredericton, NB
- $102,717 to $141,097 USD / year
- Full-time
…procurement, contracting, inventory management, and contract administration. The role ensures all commercial activities are delivered in a transparent, compliant, and cost-effective manner…
Added 35 mins ago
PH
Purchasing Clerk V, Supply Chain
Provincial Health Services Authority
Victoria, BC
- Full-time
…applications to administer direct, standing, contract and repair/service orders. Duties include: recieving and processing requisitions, checking the accuracy of department and account…
Added 35 mins ago
PH
Provincial Overdose Mobile Response Team, Crisis Intervention Specialist, HEMBC
Provincial Health Services Authority
Vancouver, BC
- Full-time
…challenges and barriers potentially impacting the work and service delivery. Conducts analysis and summaries of service evaluation data…
Added 35 mins ago
PH
PET Technologist P2A
Provincial Health Services Authority
Vancouver, BC
- Temporary
…all aspects of this position. Within the context of a client service culture and in accordance with established standards of professional practice, and the established mission, vision,…
Added 1 hour ago
TF
Client Services
Total Fall Protection
Halifax, NS
- Full-time
The role requires a balance of customer service excellence, project coordination, technical documentation, and compliance oversight.
Added 1 hour ago
FC
Senior Technical Analyst, Data Engineering and Business Intelligence
Fidelity Canada
Toronto, ON
- Full-time
Collaborate with BI and IT teams to support BI platform administration as needed (Tableau Cloud, Power BI Service, SAP Business Objects).
Added 1 hour ago
SH
Critical Care/ICU Nurse - Trainee - Intermediate Intensive Care Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…needs. These services include independent nursing services, administration of prescribed medical treatments, a leadership role within the healthcare team, and facilitating coordination of…
Added 1 hour ago
SH
Critical Care/ICU Nurse - Trainee - Surgical Intensive Care Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…needs. These services include independent nursing services, administration of prescribed medical treatments, a leadership role within the healthcare team, and facilitating coordination of…
Added 1 hour ago
SH
Critical Care/ICU Nurse - Trainee - Medical Intensive Care Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…needs. These services include independent nursing services, administration of prescribed medical treatments, a leadership role within the healthcare team, and facilitating coordination of…
Added 1 hour ago
SH
Critical Care/ICU Nurse - Trainee - Critical Care Float Pool
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…needs. These services include independent nursing services, administration of prescribed medical treatments, a leadership role within the healthcare team, and facilitating coordination of…
Added 1 hour ago
SH
Critical Care/ICU Nurse - Trainee - Medical Intensive Care Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…needs. These services include independent nursing services, administration of prescribed medical treatments, a leadership role within the healthcare team, and facilitating coordination of…
Added 1 hour ago
SH
Critical Care/ICU Nurse - Trainee 1
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…needs. These services include independent nursing services, administration of prescribed medical treatments, a leadership role within the healthcare team, and facilitating coordination of…

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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