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Added 11 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 11 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Full-time
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Added 25 mins ago
Associate (Graduate) Developer
Thoughtworks
Toronto, ON
Added 40 mins ago
KB
Yard Department Manager
Kent Building Supplies
Mount Pearl, NL
- Full-time
…participating in meetings in addition to the duties of a sales…
Added 55 mins ago
HE
Marketing Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…interactions. Now, we're looking for an Entry-Level Marketing Associate who's ready to jump in, learn by doing, and bring fresh energy to the…
Added 1 hour ago
Licensed Optician-Toronto, ON-Pearle Vision
EssilorLuxottica Group
ON · Toronto, ON
The Licensed Optician attracts and retains customers by delivering an exceptional customer experience, fosters customer retention, and promotes outstanding associate/doctor satisfaction
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
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…
Added 1 hour ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
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…
Added 1 hour ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
This position is based in Laval and reports to the Associate Vice-President, Real Estate Development Unit.
Added 1 hour ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
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…
Added 1 hour ago
TS
Part-Time Store Associate View Royal - 24 hours
The Salvation Army in Canada
Victoria, BC
- Part-time
Added 1 hour ago
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Tool Rental Sales Associate Part-Time - 7117 Strathcona
The Home Depot Canada
AB · Edmonton, AB
- Part-time
Added 1 hour ago
AH
Administrative Support IV
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…secretarial support to the CTU Medical Director, CTU Manager, and CTU Associate Manager. As a key point of contact for the unit, you will facilitate effective communication among patients,…
Added 1 hour ago
AH
Administrative Support IV
Alberta Health Services
Red Deer, AB
- Temporary
Added 1 hour ago
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Kitchen and Bath Sales Part Time - GUELPH
The Home Depot Canada
Guelph, ON
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Part Time Lumber and Building Materials Associate
The Home Depot Canada
Vaughan, ON
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Administrative Support IV
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Added 1 hour ago
AH
Associate Physician
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Classification: Associate Physician Union: Exempt Unit and Program: Cardiac Science Primary Location: South Health Campus Location Details: As Per Location Negotiable Location: Within…
Added 1 hour ago
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Part Time Lumber and Building Materials Associate
The Home Depot Canada
Vaughan, ON
- Part-time
Added 2 hours ago
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Seasonal Sales Associate
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Edmonton, AB
- Part-time
The Seasonal Sales Associate provides outstanding customer service, merchandises, generates and processes sales as well as maintains the store’s cleanliness and appearance.
Added 3 hours ago
W
Overnight Associate
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Winnipeg, MB
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 3 hours ago
L
Retail Sales Associates
Lovisa
Winnipeg, MB
- Part-time
We're seeking an energetic and customer-focused Sales Associate to join our retail team. The ideal candidate will provide exceptional customer service while supporting store operations and…
Added 3 hours ago
L
Retail Sales Associates
Lovisa
Fredericton, NB
- Part-time
We're seeking an energetic and customer-focused Sales Associate to join our retail team. The ideal candidate will provide exceptional customer service while supporting store operations and…
Added 4 hours ago
W
(CAN) Stock Unloader Associate
Walmart
Coquitlam, BC
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 4 hours ago
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(CAN) Fashion Associate
Walmart
Coquitlam, BC
- Part-time
Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that processes and stocks…

National Bank of Canada

Associate

Medicine Hat, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 29, 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 a high-performing wealth advisory team 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: English
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 wealth management clients and coordinate communication among clients, advisors, and other collaborators. Support advisors by analyzing client accounts, processing investment transactions, maintaining client files, coordinating appointments and meetings, and following 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
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 Brokerage
Client Service
Customer Service
Wealth Advisory
Investment Accounts
Account Analysis
Investment Transactions
Client Files
Appointment Scheduling
Meeting Coordination
Microsoft Office
Compliance
Risk Management
Banking Operations
Administration
Business Development
Hybrid Work

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