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Added 11 mins ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
Toronto, ON
…analysis, capital structure benchmarking and assisting in preparing client presentations. As the individual’s career progresses, the candidate will take on increased responsibilities on…
Added 11 mins ago
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Senior Process Designer
CIMIC
Vancouver, BC
- Full-time
Sedgman is currently recruiting for a Senior Process Designer, with hands-on experience working on projects ranging from conceptual design to detailed engineering. This person will be based…
Added 11 mins ago
AC
Account Specialist (Surety)
Aon Corporation
Winnipeg, MB
- Full-time
Support Account Executives and Associate Account Executives in managing assigned accounts.
Added 11 mins ago
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Seasonal Associate
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 11 mins ago
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Manager, Client Engagement - Wayfinding
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
…of our growing wayfinding practice. We bring together user experience, design thinking and strategic problem solving to help people navigate complex environments more…
Added 11 mins ago
T
Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC · Cap-Rouge, QC
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 11 mins ago
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Security Concierge
FirstService Residential Canada
Mississauga, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 42 mins ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
LinkedIn
Dorval, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 56 mins ago
T
TD Agriculture Networking Event - October 29 2026
TD
Barrie, ON · Brantford, ON · Guelph, ON · Ottawa, ON · Stratford, ON · Strathroy, ON
- Full-time
…future. Our quest is to deliver a first-class business banking client experience and to be "The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 56 mins ago
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Personal Banking Associate Trainee
TD
Georgetown, ON
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 56 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 56 mins ago
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Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 56 mins ago
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Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios. You will directly engage with high-net-worth clients to offer…
Added 56 mins ago
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 56 mins ago
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Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 56 mins ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 56 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Sherbrooke, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 56 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Part-time
Détenir une solide expérience avec les ordinateurs et la caisse.
Added 1 hour ago
Store Associate
Sherwin-Williams
St. Thomas, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 1 hour ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Reporting to the Customs Manager, the Customs Associate is responsible for gathering information needed to complete rating and clearances of shipments and communicate this information…
Added 1 hour ago
MH
Experienced Associate, Audit
McGovern Hurley LLP
Toronto, ON
- Full-time
1 year of recent public accounting experience supporting end-to-end audit engagements and delivering client service.
Added 1 hour ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Reporting to the Customs Manager, the Customs Associate is responsible for gathering information needed to complete rating and clearances of shipments and communicate this information…
Added 1 hour ago
MH
Senior Associate, Audit
McGovern Hurley LLP
Toronto, ON
- Full-time
You are driven audit professional with 2-4 years of public accounting experience, have or are pursing your CPA designation. You bring IFRS Accounting Standards and Canadian Auditing…
Added 1 hour ago
RB
Investment and Retirement Planning Associate
Royal Bank of Canada
Ottawa, ON
- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…

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!

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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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