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Added 9 mins ago
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Associate Financial Advisor
CIBC
Montreal, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 9 mins ago
C
Client Engagement Associate
CIBC
Toronto, ON
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 9 mins ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team committed to expanding our business. Our corporate culture encourages teamwork, service…
Added 9 mins ago
BU
Associate Director, Marketing and Business Development, Ancillary Services
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Reporting to the AVP, Ancillary Services, the Associate Director, Marketing and Business Development is accountable for providing strategic leadership for the planning, development,…
Added 9 mins ago
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Intermediate Associate, Finance & Operations
BDO
Charlottetown, PE
- Full-time
Our Charlottetown office is looking for an Intermediate Associate to join the Finance & Operations team. This is a replacement role where the successful candidate will own the following…
Added 9 mins ago
Client Service Assistant
The Canada Life Assurance Company
Toronto, ON
This position follows a hybrid work style based out of our Toronto office at 190 Simcoe Street. Employees in this role are required to work 4-5 days per week in the office to support team…
Added 24 mins ago
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Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 24 mins ago
GC
Associate - Life Science Venture Capital
Genesys Capital
Toronto, ON
- Full-time
Assist in the investment process, including review of business plans, building financial models and identification of prospective investments;
Added 40 mins ago
MI
Associate Director, Business Data Office, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
In this role, you will assist the Business Data Office – Client Data Team fulfilling mandate of ingesting and maintaining static data for clients, Data Migration and remediation, solution…
Added 40 mins ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 40 mins ago
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Senior Product Marketing Manager
Hach
Vancouver, BC · London, ON · CAN - Vancouver - Aquatic Informatics ULC
- $125,000 to $150,000 CAD / year
- Full-time
The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified…
Added 40 mins ago
MM
Compensation Consultant, Associate
Marsh McLennan
Toronto, ON
- Full-time
We are seeking a talented individual to join our Career team at Mercer. This role will be based in Toronto, and it is a hybrid role with a requirement of working at least three days a week…
Added 1 hour ago
TG
Senior Network Engineer
TMX Group
Toronto, ON
- Full-time
…to join our dynamic infrastructure team. In this full-time role, you will be an integral member responsible for implementing, maintaining, and supporting our mission-critical network…
Added 1 hour ago
T
Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
Recruitment Associate
Leo Berwick
Halifax, NS · Toronto, ON
Leo Berwick is seeking a highly organized, proactive Recruitment Associate to support and scale our talent acquisition efforts. This role is ideal for someone who enjoys both the…
Added 1 hour ago
Acting Store Manager II Mayfair Shopping Centre
EssilorLuxottica Group
Victoria, BC
A world leader in the specialty sunglass retail business with over 3,000 stores worldwide, we believe in the freedom of self-expression, inclusivity and authenticity, which is why we bring…
Added 1 hour ago
Associate Director-GCM Documentation Toronto
Scotiabank
Toronto, ON
This position is currently an on-site role, with the expectation that you will work at least 4 days a week in the office. Please note that this is subject to change based on the needs of…
Added 1 hour ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
…initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal…
Added 1 hour ago
Senior AI Engineer, IT Solutions 1 1
Celestica International LP
Toronto, ON
…Engineer to join our growing Data & Analytics team. In this role, you will be a key liaison between business stakeholders and the technical AI team, translating complex business challenges…
Added 1 hour ago
MI
Senior Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $93,750 to $137,500 CAD / year
- Full-time
The Senior Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 1 hour ago
GT
Specialist, Supplier Relationship Management
Greater Toronto Airports Authority
Toronto, ON
- Full-time
…value realization. You will partner with Procurement Services, Business Units, and GTAA suppliers to translate complex pricing, spend, market and performance data into clear insights,…
Added 1 hour ago
R
Associate
RBC
Toronto, ON
- Full-time
RBC Dominion Securities Branch located in downtown Toronto, is looking for a PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an…
Added 1 hour ago
Assurance - Senior Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
The Senior Associate works closely with engagement team members, reviewers, managers, and partners, and provides day-to-day guidance to associates and students. The role involves direct…
Added 1 hour ago
T
Associate, Commercial National Accounts
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Whitby, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…

National Bank of Canada

Associate

Winnipeg, MB, Canada

Temporary

Apply About employer

Applications open in a new tab.

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!

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 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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