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Added 25 mins ago
R
Financial Advisor
RBC
NS
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 25 mins ago
R
Client Advisor
RBC
St. Marys, ON
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 1 hour ago
A
1849 - Bilingual ATS Service Desk Specialist II
Amyantek
Montreal, QC
- Contract
Position Title: 1849 - Bilingual ATS Service Desk Specialist II
Added 1 hour ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.
Added 2 hours ago
NB
Advisor, AAF Group and CDC
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor within the AAF Group and CDC team at National Bank means acting as a specialist in operational governance, process coordination, and Capital Markets account…
Added 2 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 2 hours ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
Customer Sales Advisor
Halfords
City of Saint John, New Brunswick
…you need – you’ll be delivering market-leading standards of service, after…
Added 4 hours ago
CL
Resident Advisor - TRU East Village
Campus Living Centres
Kamloops, BC
- Full-time
The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as…
Added 6 hours ago
V
Customer Service Advisor
VMCH
Mulgrave, NS
- Full-time
As a Customer Service Advisor, you’ll be one of the first points of contact for VMCH, supporting current and prospective customers across aged care, disability services and retirement…
Added 6 hours ago
Priority Issues Coordinator
Government of Alberta
AB
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding and diverse career…
Added 8 hours ago
BC
Moncler Team Lead - Yorkdale Shopping Centre, Toronto
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…reputation for excellence, innovation, and customer-centric service. We pride ourselves on maintaining our market-leading position by delivering a brand experience that combines tradition…
Added 8 hours ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
Participate in client meetings where required and presentations related to culinary performance, food quality concerns, menu enhancements, and service improvements.
Added 8 hours ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 8 hours ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 9 hours ago
Government Services - Senior Manager of IT
Cree Nation Government
QC · Jamésie, QC
Establish and lead the IT mandate, strategic plan, enterprise technology roadmaps, project portfolio and service priorities in alignment with Cree Nation Government objectives.
Added 10 hours ago
CA
Parts Advisor
Centennial Auto Group
Charlottetown, PE
- Full-time
…computers and numbers, take pride in providing excellent customer service, and can manage inventory, coordinate parts orders, and keep the department running…
Added 10 hours ago
CA
Motorsports Service Advisor
Centennial Auto Group
Charlottetown, PE
- Full-time
You are a customer-focused and highly organized service professional with strong communication, problem-solving, and administrative skills. You are comfortable assisting clients in person,…
Added 10 hours ago
CA
Motorsports Service Advisor
Centennial Auto Group
Summerside, PE
- Full-time
You are a customer-focused and highly organized service professional with strong communication, problem-solving, and administrative skills. You are comfortable assisting clients in person,…
Added 11 hours ago
KS
Temporary Associate
kate spade new york
Vancouver, BC · Ksny Pacific Centre
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 11 hours ago
AC
Co-op Accountant, Assurance and Accounting (May 2027)
ACCA Careers
Orangeville, ON
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 11 hours ago
H
Brand Advisor - Calgary
Headkount
Calgary, AB
- $25 to $29 CAD / hour
- Part-time
As a Headkount Brand Advisor, you’ll be responsible for building lasting relationships with stores, brands, and retail employees to increase productivity & sales.
Added 12 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 12 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…

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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