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Added 10 mins ago
SE
Sr Operations Advisor
Suncor Energy
Calgary, AB
- Full-time
Are you ready to help shape the continued growth of the Firebag SAGD asset? We have an exciting opportunity for a Sr Operations Advisor to support upcoming Firebag field growth projects.…
Added 10 mins ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 11 mins ago
RD
Associate Advisor
RBC Dominion Securities
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 25 mins ago
EO
HSE Advisor
Edge OFS
Red Deer, AB
- Full-time
We are seeking an experienced HSE Advisor to support and promote our Health, Safety, and Environmental (HSE) Management System across our operations. This role is responsible for providing…
Added 25 mins ago
HR Advisor - Organizational Development
The St. Lawrence Seaway Management Corporation
St. Catharines, ON
…and our people are what make this change possible. As an HR Advisor, you will translate the organization's needs into HR projects, programs and tools, and support teams through…
Added 25 mins ago
Team Coordinator Customer Service (Living Benefits)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Montreal, QC · Regina, SK
Are you looking for an opportunity to make a meaningful impact, support a high‑performing team, and play a central role in delivering an exceptional advisor and client experience? Insurance…
Added 40 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
…support sustainable growth while delivering an exceptional advisor and client…
Added 1 hour ago
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Insolvency Advisor, Personal Debt Solutions
BDO
Toronto, ON · Scarborough - Milner Ave.
- Full-time
Our Scarborough office is seeking an Insolvency Advisor to join the Personal Debt Solutions team. This is a new position that requires a regular in-office presence. This is a replacement…
Added 1 hour ago
Advisor, Financial Performance & Business Partner
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON · Montreal, QC
Would you like to take on a stimulating, high-impact challenge? We are looking for an Advisor, Financial Performance & Business Partner.
Added 1 hour ago
Banking Advisor - Oromocto, NB (37.5 Hours / Week)
Scotiabank
Oromocto, NB
…performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25…
Added 1 hour ago
Executive Director, Campus Safety Services
Georgian College
ON
Our exciting work environment offers the opportunity to learn and grow, while collaborating in a team-oriented culture that promotes equity, diversity, inclusion and belonging. Together, we…
Added 1 hour ago
CC
Group Retirement Sales & Service Advisor
CBIG Canadian Benefits Investment and Insurance Group Inc.
Prince George, BC
- Full-time
As a Group Retirement Sales & Service Advisor at CBIG, you will provide group retirement plan members with information and advice regarding their plan and increase sales through voluntary…
Added 1 hour ago
O
Senior People Business Partner (Remote Canada)
Optro
Remote, Canada
- $128,000 to $176,000 CAD / year
- Full-time
- Remote
As a member of the People Business Partner team, you’ll have the opportunity to partner with leaders, managers, and employees in our Customer Advisory Services, Finance, and Legal…
Added 2 hours ago
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Practice Consultant - Medical Aesthetics
BoomerangFX
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
…business. You’ll manage multiple SMB accounts, act as a trusted advisor, and ensure every client has a seamless…
Added 2 hours ago
Senior Software Developer
Range
Toronto, ON
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel…
Added 2 hours ago
Talent Acquisition Advisor (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
As a Talent Acquisition Advisor, you’ll manage a high-volume portfolio and work closely with hiring leaders to attract, engage and hire great talent. From developing recruitment strategies…
Added 2 hours ago
Scheduling Advisor - Staffing Office
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Scheduling Operations Manager, and working in collaboration with the Assistant Manager, the Scheduling Advisor supports the scheduling team and is responsible for…
Added 3 hours ago
UL
Canada Impact+ Emerging Leader Professor in Computational Design and Engineering of Proteins
Université Laval
Quebec, QC
- Full-time
The successful candidate will have the opportunity to forge close ties with cutting-edge research teams. These include the Eddie Goldenberg Canada Research Chair in Optical Protein…
Added 4 hours ago
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Business Development Manager, Inside Sales
CMLS
Calgary, AB
- Full-time
Compensation: base salary + uncapped commission rewarding territory growth.
Added 4 hours ago
SA
Sales Representative
Steele Auto Group
Halifax, NS
- Full-time
Compensation: Uncapped commission with the potential to exceed $100,000+ annually. For up to your first year, Steele Auto Group guarantees a minimum income of $682.69 per week, unless your…
Added 5 hours ago
OI
Continuing Care Assistant (CCA) Program Manager
Oxford International
Halifax, NS
- $100,000 to $800,000 CAD / year
- Full-time
Along with the managerial team you will supervise (Practicum Placement Coordinator, Program Advisor, and Lead Instructor), you will oversee all aspects of program operations, including…
Added 5 hours ago
M
Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
…internship program with Manulife Private Wealth offers a unique opportunity to gain hands-on experience in the Private Wealth industry. It is ideal for motivated undergraduate students…
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- 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
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
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 6 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, 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…

National Bank of Canada

Associate

Winnipeg, MB, Canada

Temporary

Apply About employer

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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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