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Added 10 mins ago
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Chef de projet senior / Senior, Project Manager -Hybrid -Quebec City, Quebec, Canada
SCM Services d’assurances
Quebec, QC
- Full-time
Pario Engineering & Environmental Sciences LP - SciencesChef de projet senior / Senior, Project Manager -Hybrid -Quebec City, Quebec, Canada
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Property Administrator
JLL
Toronto, ON
- Full-time
The Property Administrator is responsible for providing assistance to the Property Manager in conducting his/her mandated duties in support of the tenant relation and property management…
Added 10 mins ago
Gestionnaire de territoire - Bilingue / Territory Manager, Quebec City
Sun Pharmaceutical Industries Ltd
Brampton, ON
Responsabilité supplémentaire (applicable uniquement aux rôles en contact avec le client)
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Contrôleur·euse financier·ère │ Financial Controller
Evvo
Montreal, QC
- $90,000 to $105,000 CAD / year
- Full-time
Analyser les marges par produit et par client, automatiser la mise à jour des listes de prix et tenir à jour l'outil de suivi des contrats fournisseurs.
Added 10 mins ago
Senior Manager Development, Treasury Technology
Scotiabank
Toronto, ON
The Senior Manager, Treasury Technology Delivery & Platforms is responsible for leading the technology strategy, delivery, and operational support of the Treasury Technology portfolio. This…
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Talent Coordinator
Dentons
Edmonton, AB
…Edmonton office. The Talent Coordinator provides effective client service and delivery to all Dentons members. This role is accountable for responding to internal inquiries, providing…
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Officer, Human Resources Business Partner (Field)
Canada Post - Postes Canada
Calgary, AB
Supports the client management team in building and maintaining a strong organizational culture, as well as continuously supporting the improvement of the employee experience and employee…
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Speech-Language Pathologist
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general direction of the Manager Allied Health and the Manager, Health Services, the incumbent is responsible for providing quality Speech-Language Pathology services, consistent…
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Nurse 4 - Public Health Nurse - Indigenous Designated - Street Connections - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the manager, PHNs respectfully work in and with diversity including sexual and gender minorities, and across all ethnicities and all cultural, spiritual, political,…
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Product Quality Owner - Payments
Flinks
Remote, Canada
- Full-time
- Remote
…partnering daily with Product, Engineering, Implementation and Client…
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Google Ads Media Buyer / Growth Strategist (Remote)
Sweat Pants Agency
Remote, Canada
- Remote
You are the account manager. We do not have any. You talk to the client directly. You write the updates, you run the calls, and you defend the call you made. The reason we do it this way is…
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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 10 mins ago
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Senior Mechanical Engineer - Team Lead
Stantec
Edmonton, AB
- Full-time
…complexity. You will serve as both a technical leader and people manager while collaborating closely with multidisciplinary design teams, clients, contractors, and other project…
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Sr. Retail Store Manager
JRoss Retail Recruiters
Canmore, AB
- $80,000 to $84,000 CAD / year
- Full-time
Our client is an established Canadian specialty retailer recognized for delivering high-quality consumer products and exceptional customer experiences. With continued investment in retail…
Added 10 mins ago
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LIFESKILLS SUPPORT WORKER
Northern Health - BC
Terrace, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, the Lifeskills Worker assists clients with mental, developmental, and/or physical disabilities to…
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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 25 mins 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…
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RB
Branch Manager - Kitchener-Waterloo Market - Elmira Branch
Royal Bank of Canada
Kitchener, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 25 mins ago
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General Manager Food Services (CSNM), Long Term Care (81357001)
Sodexo Canada Ltd
Scarborough Bluffs Park, ON · Scarborough, Ontario
- Full-time
…new opportunity to join the Sodexo team as our next General Manager located in Scarborough,…
Added 25 mins ago
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Serials Technician
Library of Parliament / Bibliothèque du Parlement
Ottawa, ON
- Full-time
Reporting to the Manager, Collection Development, the Serials Technician ensures the timely processing and management of library resources to support access to reliable, relevant and…
Added 25 mins ago
UH
Registered Nurse, Family Health Team
University Health Network
Toronto, ON
- Contract
Work collaboratively with other TWH UHN FHT staff and community organizations to improve client care, service delivery, and coordination
Added 25 mins ago
SAI Ward Clerk - Temp Full time
University Health Network
Toronto, ON
Client service oriented, with the ability to effectively work with diversity and appreciate that people with different opinions, backgrounds and characteristics bring richness to the…
Added 25 mins ago
UH
Client Service Representative
University Health Network
Toronto, ON
- Part-time
Client Service Representative I practices in accordance with relevant legislation/standards, meeting the legal and ethical requirements of the profession.
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Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
Reporting to the Principal Director, SAP AMS, the Customer Evolution Manager, SAP AMS is the primary point of accountability for a portfolio of Talan SAP clients. The role owns the client…
Added 25 mins ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has…

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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