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Added 5 mins ago
MI
Associate Director, Business Data Office, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
At MUFG Investor Services, we partner with some of the world’s most sophisticated public and private funds to help them operate with confidence and scale. We bring together fund…
Added 35 mins ago
T
Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 50 mins ago
Associate Director-GCM Documentation Toronto
Scotiabank
Toronto, ON
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our…
Added 50 mins ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 50 mins ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
…are currently hiring for a full–time Investment Operations Associate to become part of our Client Experience team in Burlington,…
Added 1 hour ago
MI
Senior Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $93,750 to $137,500 CAD / year
- Full-time
The Senior Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 1 hour ago
Assurance - Senior Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
Industry: Professional Services (Audit, Tax, Advisory)
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Whitby, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
C
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and…
Added 2 hours ago
CO
Job ID #32283: Public Health Nurse
City of Hamilton
Hamilton, ON
- Full-time
- Temporary
Access high-quality data, research findings, and other information sources to plan evidence-informed programs, services, and interventions to meet client needs.
Added 2 hours ago
CO
Job ID #32303: Public Health Nurse
City of Hamilton
Hamilton, ON
- Full-time
- Temporary
Access high-quality data, research findings, and other information sources to plan evidence-informed programs, services, and interventions to meet client needs.
Added 2 hours ago
T
Customer Experience Associate - Greater Toronto Area
TD
Ajax, ON · Markham, ON · Pickering, ON · Richmond Hill, ON · Stouffville, ON · Toronto, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 3 hours ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours 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
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 4 hours 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 4 hours 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 4 hours ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
…Unit (RDU) means playing a key role in business development, client relationship management, and influential leadership within your team. You will serve as a trusted point of reference,…
Added 5 hours 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 8 hours ago
VA
Veterinary Technician (RVT) - General Practice, Alta Vista Specialty & Emergency Veterinary Centre
VCA Animal Hospitals
Ottawa, ON
- Full-time
Client Education & Compassionate Support: Educate and communicate with clients on medications, treatments, nutrition, preventive care, and at-home patient care.
Added 9 hours ago
VA
Veterinary Assistant, General Practice, Alta Vista Specialty & Emergency Veterinary Centre
VCA Animal Hospitals
Ottawa, ON
- Full-time
A warm, compassionate heart with exceptional client service skills and a nurturing approach to pet care.
Added 9 hours ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Calgary, AB
- Full-time
Join a leading professional services firm in one of the world's most liveable countries
Added 12 hours ago
RB
Equipment Finance Associate
Royal Bank of Canada
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 12 hours ago
PC
Cybersecurity Generalist Senior Associate
Pwc Canada
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
As a Cybersecurity Generalist Senior Associate at PwC, you’ll help our team deliver current client projects. Work alongside experienced colleagues and technical specialists to assess…
Added 13 hours ago
W
Associate Technical Consultant
Worley
Calgary, AB · Edmonton, AB · Markham, ON · Oakville, ON · Sudbury, ON · Greater Sudbury, ON,CA
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 14 hours ago
SG
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
- Full-time
INTERMEDIATE ACCOUNTING & ASSURANCE ASSOCIATE

National Bank of Canada

Associate

Medicine Hat, AB, Canada

Full-time

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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!

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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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