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Added 12 mins ago
Environmental & Sustainability Engineer
Molson Coors
Toronto, ON
Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match,…
Added 12 mins ago
UH
Environmental Services Assistant
University Health Network
Toronto, ON
- Part-time
Current UHN employees must have successfully completed their probationary period, have a good employee record along with satisfactory attendance in accordance with UHN's attendance…
Added 12 mins ago
UH
Environmental Services Assistant
University Health Network
Toronto, ON
- Part-time
Current UHN employees must have successfully completed their probationary period, have a good employee record along with satisfactory attendance in accordance with UHN's attendance…
Added 12 mins ago
UH
Client Care Attendant - Transitional Care Program - Talent Pool
University Health Network
Toronto, ON
- Part-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 12 mins ago
UH
Registered Practical Nurse – Transitional Care Program – Talent Pool
University Health Network
Toronto, ON
- Part-time
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Assistant Store Manager - Cornerstone Lloydminster
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- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
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London, ON
- $18.6 to $23.25 CAD / hour
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Supports the Customer Experience Manager in delivering store objectives by identifying customer-facing opportunities, escalating risks, and contributing to action plans that improve…
Added 12 mins ago
C
Transmission Lines Engineering Trainee (Civil)
CIMA+
Mississauga, ON · Calgary, Alberta
- $71,200 to $97,900 CAD / year
- Full-time
…the delivery mode our clients choose, we have the skills and experience required to deliver innovative solutions adapted to their reality. Join us and immerse yourself in a dynamic,…
Added 27 mins ago
Retail Experience Lead
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Added 27 mins ago
Human Resource Manager-Critical Environments
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Pension Matching Program - Invest in your future with each pay cheque through our Defined Contribution Pension Plan and we will match your contribution (up to 3% of your salary).
Added 27 mins ago
Call Centre Supervisor
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Added 27 mins ago
Human Resources Manager
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Gormley, ON · Shelburne, ON
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Added 27 mins ago
Accounts Payable Specialist (9-Month Contract)
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Toronto, ON
…key to our success, and we invest in creating a meaningful employee experience and culture that…
Added 27 mins ago
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Added 27 mins ago
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Halifax
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- Full-time
The Manager provides technical accounting expertise, oversees the management and operations of Accounting Services, maintains strong internal controls, oversees the Authority’s insurance…
Added 27 mins ago
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Added 27 mins ago
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Added 27 mins ago
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Added 27 mins ago
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Lifecycle Operations Specialist
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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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