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Added 6 mins ago
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TD Agriculture Networking Event - October 29 2026
TD
Barrie, ON · Brantford, ON · Guelph, ON · Ottawa, ON · Stratford, ON · Strathroy, ON
- Full-time
…future. Our quest is to deliver a first-class business banking client experience and to be "The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 6 mins ago
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Personal Banking Associate Trainee
TD
Georgetown, ON
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 6 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 6 mins ago
T
Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 6 mins ago
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Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios. You will directly engage with high-net-worth clients to offer…
Added 6 mins ago
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 6 mins ago
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Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 6 mins ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 6 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Sherbrooke, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 6 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Part-time
Détenir une solide expérience avec les ordinateurs et la caisse.
Added 21 mins ago
Store Associate
Sherwin-Williams
St. Thomas, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 21 mins ago
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 21 mins ago
MH
Experienced Associate, Audit
McGovern Hurley LLP
Toronto, ON
- Full-time
1 year of recent public accounting experience supporting end-to-end audit engagements and delivering client service.
Added 21 mins ago
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 21 mins ago
MH
Senior Associate, Audit
McGovern Hurley LLP
Toronto, ON
- Full-time
You are driven audit professional with 2-4 years of public accounting experience, have or are pursing your CPA designation. You bring IFRS Accounting Standards and Canadian Auditing…
Added 36 mins ago
RB
Investment and Retirement Planning Associate
Royal Bank of Canada
Ottawa, ON
- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 36 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 36 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 36 mins ago
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Associate
RBC
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 36 mins ago
R
Investment and Retirement Planning Associate
RBC
Ottawa, ON
- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 36 mins ago
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 51 mins ago
T
Personal Banking Associate
TD
Red Deer, AB
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 51 mins ago
T
Personal Banking Associate
TD
Windsor, ON
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 51 mins ago
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Early Careers: Commercial Risk Associate
Aon Corporation
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON
- Full-time
As a Commercial Risk Associate, you will build hands-on account management experience while developing an understanding of how risk, clients, markets and service teams come together to…
Added 51 mins ago
JA
Coordonnateur(trice) de projets – Fabrication et opération / Project Coordinator – Manufacturing & Operations
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Expérience de la coordination de l’exécution de projets, des activités de production, des calendriers, des matériaux ou des activités d’atelier connexes.

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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