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Added 1 min ago
Manager, Merchant Strategy & Operations
DoorDash Canada
Vancouver, BC · Toronto, ON
5+ years of experience in consulting, strategy, finance, analytics or business operations experience
Added 1 min ago
R
Service Specialist, Operations II
RBC
Toronto, ON
- Full-time
…questions independently seeking assistance from Team members or Manager as appropriate following established department procedure. Position contains increased elements of risk which are…
Added 1 min ago
EL
Supply Chain & Distribution Manager
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
…project leadership and strong cross-functional partnership. The Manager translates business needs and Supply Chain information into recommendations and drives initiatives from planning…
Added 1 min ago
SM
Manager of Human Resources and Administration
SeedMaster Manufacturing Ltd.
Emerald Park, SK
- Full-time
The Manager of Human Resources and Administration is responsible for the effective delivery of SeedMaster’s day-to-day HR services and supervision of the HR Coordinator and office…
Added 16 mins ago
PV
District Manager - AB South
Pet Valu
AB · HOME - Alberta
- Full-time
Reporting to the Manager Regional Corporate, the District Manager is responsible for all activities and sales results in the district located in the Calgary/Red Deer and surrounding area as…
Added 16 mins ago
OT
Senior Manager, Valuation
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
Reporting to the Director, Valuation, the Senior Manager will be responsible for the execution of OTPP’s semi-annual private investment valuation processes, for the purpose of OTPP’s…
Added 16 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
Your first 6-8 months will include on-site coaching in one of our commercial units, as well as a structured training program before moving up to become an Account Manager or Credit Analyst…
Added 16 mins ago
T
Personal Banking Associate Trainee
TD
Georgetown, ON
- Full-time
…within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be…
Added 16 mins ago
T
Senior Personal Banker Trainee - Home Borrowing
TD
Brampton, ON
- Full-time
…within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be…
Added 16 mins ago
T
Senior Bus Mgmt Analyst
TD
Toronto, ON
- Full-time
Establish effective relationships across multiple business and technology partners, program and project managers
Added 16 mins ago
OL
General Manager
Optima Living
Surrey, BC
- $110,000 to $118,000 CAD / year
- Full-time
The General Manager is responsible for the overall leadership, management, and day-to-day operation of the Long-Term Care community, ensuring that residents receive safe, compassionate,…
Added 16 mins ago
C
Senior Analyst, Investment Controls
CIBC
Toronto, ON
- Full-time
Perform effective monitoring and reporting - Oversight of portfolio manager’s investment processes to provide reasonable assurance that that all regulatory and client-specific investment…
Added 30 mins ago
E
Contrôleur·euse financier·ère │ Financial Controller
Evvo
Montreal, QC
- $90,000 to $105,000 CAD / year
- Full-time
Titre CPA et minimum de 4 ans d'expérience pertinente en comptabilité et en finance.
Added 30 mins ago
Senior Manager, Real Estate Strategy & Planning
Hydro One Networks Inc
Markham, ON
…supporting thousands of employees across Ontario. The Senior Manager, Real Estate Strategy & Planning serves as a key strategic leader responsible for developing long-term capital plans,…
Added 31 mins ago
KS
Finance Manager - Contract (Maternity Leave Cover)
Keywords Studios
Remote, Canada
- Remote
The Finance Manager is an important role within our evolving Finance organization. Serving as a key pillar of the Finance Excellence program, you will act as the primary anchor for…
Added 31 mins ago
Co-op Assistant Coordinator, Cost Controls
Aecon
Toronto, ON
Assist and support Project Controls Manager, Project Managers and Project Controls Analysts with project reporting, performance analysis, and document control initiatives.
Added 46 mins ago
CO-OP STUDENT - TAX TRAINEE
Alstom
Saint-Bruno, QC
Assist the Tax Director and Manager with daily tax operations.
Added 46 mins ago
NC
Business Relationship Manager
Northern Credit Union
Timmins, ON
- Full-time
…announce that we are currently seeking a Business Relationship Manager in our Timmins…
Added 46 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…
Added 46 mins ago
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 46 mins ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
Degree or diploma in an Accounting or Finance related field
Added 46 mins ago
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Associate Advisor
RBC
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…
Added 46 mins ago
R
Branch Manager - Kitchener-Waterloo Market - Elmira Branch
RBC
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 46 mins ago
R
Director, Business Marketing – Canada
RBC
Toronto, ON
- Full-time
…Corporate and Investment Banking, Global Markets, Sustainable Finance, Global Transaction Banking, and Research. Reporting to the Global Head of Client & Marketing Strategy, you drive…
Added 46 mins ago
BT
Private Enterprise Manager
Baker Tilly Canada
Dartmouth, NS
- Full-time
We are looking for a Private Enterprise Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…

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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