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Added 14 mins ago
GM
Property Appraisal Advisor
Gore Mutual Insurance
Cambridge, ON
- Full-time
…qualifications, market conditions and business needs, base compensation may vary. You have the potential to earn more through Gore Mutual’s discretionary bonus program which gives you an…
Added 14 mins ago
Senior Product Development Engineering Specialist - Design Support & Sustaining
Trudell Medical Group
London, ON
As an employee of Trudell Medical International, not only will you contribute to the development of products at the cutting edge of medical device technology, but you will also have the…
Added 14 mins ago
QR
Conseiller- Chaîne d'approvisionnement
Quincaillerie Richelieu
Montreal, QC
- Full-time
Added 29 mins ago
M
People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Added 1 hour ago
AA
Vice President, Business Development
AIP Asset Management
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
AIP is seeking a VP Business Development to establish and grow its presence in Winnipeg and the broader Western Canadian market. This is a senior, entrepreneurial role with two mandates:…
Added 1 hour ago
O
Safety Advisor - Construction Training
ONxpress
Toronto, ON
- Full-time
ONxpress is seeking a Safety Advisor – Construction Training to support and strengthen our safety culture by delivering engaging safety training programs while leveraging hands-on field…
Added 1 hour ago
CO
Supervisor of Workforce Planning
City of Cambridge Ontario
Cambridge, ON
- $97,048 to $118,348 CAD / year
- Full-time
…achieve our vision: A place for people to prosper – alive with…
Added 1 hour ago
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Représentant(e) des ventes, nouvelles affaires - Marché intermédiaire/Mid-Market Account Executive - New Business
ADP
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- Full-time
Added 2 hours ago
IF
Sales Representative
iA Financial Group (Industrial Alliance)
Saint-Eustache, QC
- Full-time
…difference in people's lives, don't hesitate to seize this opportunity! Job Responsibilities: Acquire a solid understanding of our range of financial products; Develop a business and…
Added 3 hours ago
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Service Advisor - London Kia
AutoCanada
London, ON
- $60,000 to $90,000 CAD / year
- Other
Professional development and the opportunity to grow your career
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Calgary, 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 5 hours ago
H
Global Mining Practice Business Development Leader
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- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 5 hours ago
Associate Director / Director, Financial Advisory
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Toronto, ON
This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory skills and experience. You will work alongside some of the…
Added 5 hours ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its…
Added 7 hours ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Toronto, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 7 hours ago
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VP, Life Operations
ivari Canada
Toronto, ON
- Full-time
Competitive compensation and annual bonus opportunity
Added 7 hours ago
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Private Banker
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- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 7 hours ago
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Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
…digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to…
Added 7 hours ago
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Banking Advisor
Royal Bank of Canada
Mystery Lake, MB · THOMPSON, Manitoba
- Full-time
…digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to…
Added 7 hours ago
WI
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- Full-time
If you’re a leader motivated by complex challenges, meaningful collaboration, and the opportunity to shape responsible development in Northern Ontario, this role offers a chance to make a…
Added 8 hours ago
SW
ScotiaMcLeod Administrative Support Assistant - London, ON
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- Contract
Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor
Added 8 hours ago
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Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 9 hours ago
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Senior Advisor, WSIB & Return To Work
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The Senior Advisor Occ Health consults collaboratively with internal and external stakeholders to provide guidance, assistance and provide resolution of issues for workplace injuries. This…
Added 9 hours ago
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…advisory services, we help clients navigate complexity and seize opportunity with…
Added 9 hours ago
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Advisor 1, Payroll Services
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Ottawa, ON
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Reporting to the Manager, Payroll, the Advisor 1, Payroll Services is responsible for ensuring the accurate and timely processing of payroll and related documents for TOH employees, EORLA…

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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