Jobs in Canada

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Added 10 hours ago
Bilingual (Fr/En) Associate Manager, Advisor Partnerships
The Canada Life Assurance Company
Winnipeg, MB · Toronto, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
This role follows a hybrid work model, with an in-office presence required three days per week
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
IS
Associate Wealth Advisor
Island Savings
Victoria, BC
- $70,000 CAD / year
- Full-time
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 1 day ago
Associate Wealth Advisor
First West
Victoria, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 1 day ago
Pinnacle - Advisor Support Associate
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Reporting to the Manager, Insurance Link, the Advisor Support Associate provides administrative, operational, and client service support for insurance business within Pinnacle IPC. Working…
Added 1 day ago
CF
Client Service Associate
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 day ago
B
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Markets, products, portfolio construction and how investment solutions solve real advisor and client needs.
Added 1 day ago
B
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Markets, products, portfolio construction and how investment solutions solve real advisor and client needs.
Added 1 day ago
CA
Senior Group Retirement and Savings Sales & Service Representative
Co-operators Assurance et services financiers
Regina, SK
- Full-time
Work Model: Hybrid (2 days in office)
Added 2 days ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
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…
Added 3 days ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
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…
Added 3 days ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
We are seeking an experienced Senior Wealth Associate to serve as a trusted partner to our Wealth Advisors and a key relationship contact for our clients. This is a highly visible,…
Added 3 days ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
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…
Added 3 days ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
Are you energetic, motivated, and ready to make an impact? If you want to be part of a team that’s at the heart of sales activities, challenges you every day, and gives you the chance to…
Added 4 days ago
Associate Wealth Advisor
First West
Chilliwack, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 4 days ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 4 days ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
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…
Added 4 days ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
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…
Added 4 days ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
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…
Added 4 days ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
We are looking for an organized, motivated, and client-focused Associate to join our team. Working closely with Wealth Advisors, Associates, and internal partners, you will help coordinate…
Added 4 days ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 5 days ago
NB
Associate
National Bank of Canada
Saint-Félicien, QC · St-Félicien, QC
- Full-time
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…
Added 5 days ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
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…

National Bank of Canada

Associate

Winnipeg, MB, Canada

Temporary

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Job details

Job type: Temporary
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 wealth advisors 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:

You will be joining Eleven Wealth, founded by Wealth Advisor Jessica Keus, bringing a client-centric approach to financial planning and delivering customized wealth management solutions tailored to each client’s unique needs. You can find more information at: https://www.elevenwealth.ca/about-us

National Bank Financial Wealth Management:

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, 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
* Group insurance
* Generous pension plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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 requirements.

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
Standards Compliance
Teamwork

Benefits

Health And Wellness Program
Group Insurance
Pension Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic
Flexible Work Arrangements
Flexible Leave

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment Accounts
Investment Transactions
Client Service
Customer Service
Banking Operations
Microsoft Office
Account Analysis
Business Development
Client Files
Appointment Scheduling
Meeting Coordination
Compliance
Risk Management
Cybersecurity
Digital Literacy
Information Analysis
Hybrid Work

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Work requirements

Jobs in Canada