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Added 3 mins ago
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Facility Services Manager
BGIS
ON · Ontario, Canada
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 3 mins ago
GC
MANAGER, BUSINESS DEVELOPMENT – ATLANTIC CANADA
Giffen Consulting Ltd.
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Manager, Business Development - Atlantic Canada
Added 3 mins ago
FL
Talent Acquisition & HR Manager
Falco Logistics
Toronto, ON · North York, ON
- Full-time
…growth and is looking for an experienced Talent Acquisition & HR Manager to help lead this expansion and build the People infrastructure required for the company's next…
Added 17 mins ago
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Facility Services Manager
BGIS
ON · ON, Canada
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 33 mins ago
SI
Director of Operations
Systemex Industries Conseils
Montreal, QC
- Full-time
Added 33 mins ago
WC
(CAN) Consumables Lead Department Manager
Walmart Canada
AB · Edmonton, AB
- Full-time
…processes through partnership with the Consumables Assistant Manager and ensure a high level of customer service and while ensuring task…
Added 33 mins ago
FH
Night Auditor
Fairmont Hotels & Resorts
AB · Edmonton, AB
- $24.93 to $25.93 CAD / hour
- Full-time
Reporting to the Front Office Manager, your essential job functions include, but are not limited to:
Added 1 hour ago
MP
Accounts Receivable Manager
Miramar Property Management | Trivest Condominiums
Toronto, ON
- Full-time
Role Description The Accounts Receivable Manager is a full-time, on-site role based in Toronto, ON. The individual in this role oversees the accounts receivable function for condominium and…
Added 1 hour ago
W
(CAN) Gérant de rayon OMNI
Walmart
Rouyn-Noranda, QC
- Part-time
The OMNI Department Manager will provide customer service by offering assistance to meet the customer’s shopping needs. This will be accomplished by contributing to the overall processes…
Added 1 hour ago
EP
Sr. Operations Manager – Rating and Forms
Embrace Pet Insurance
NB · Chiasson Office, NB
- Full-time
Senior Operations Manager, Rating & Forms - Embrace Pet Insurance
Added 2 hours ago
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(CAN) Leader de nuit
Walmart
Rouyn-Noranda, QC
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 3 hours ago
KS
Western Regional Sales Manager - Alberta
Kinetic Search Group
AB · Alberta, Canada
- $110,000 to $125,000 CAD / year
- Full-time
…distributor. We are seeking an experienced Western Regional Sales Manager based in Calgary or Edmonton to lead sales development and account management across an established Western…
Added 3 hours ago
CH
Sales & Catering Manager - Courtyard by Marriott Edmonton Downtown
Concord Hospitality Enterprises
Edmonton, AB
- Full-time
We are hiring a Sales & Catering Manager at the Courtyard by Marriott Edmonton Downtown!
Added 6 hours ago
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Major Account Manager
JobsMedia.io
Mascouche, QC
- Full-time
We are seeking an experienced Key Account Manager for a large company in the industrial sector. This individual will assume strategic responsibility for a portfolio of key accounts, with a…
Added 6 hours ago
NM
Corporate Precision Agriculture Manager
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…across the organization. The Corporate Precision Agriculture Manager will drive the dealer strategy for solutions enabled by the John Deere Precision Agriculture strategy and other aligned…
Added 6 hours ago
J
Personal Lines Insurance Account Manager
JobsMedia.io
Toronto, ON
- Full-time
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North York, ON. This role will be responsible for managing a book of personal lines…
Added 6 hours ago
J
Personal Lines Account Manager - Insurance
JobsMedia.io
North Bay, ON
- Full-time
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines…
Added 6 hours ago
J
Private Client Services (PCS) Account Manager | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.
Added 6 hours ago
CP
Motorola Wireless National Account Manager
Channel Partners
Toronto, ON
- Full-time
The purpose of the Motorola Wireless National Account Manager is to drive training opportunities and key business initiatives with higher-level dealer management teams. You will be…
Added 6 hours ago
T
TikTok Commerce - Senior Category Manager
TikTok
Toronto, ON
- Full-time
…affiliation, partners education) and set up their mid and long term account plan and help them grow their business sustainably on the…
Added 7 hours ago
B
Tenant Services Coordinator
BGIS
Toronto, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 7 hours ago
B
Territory Manager - Vancouver North
BAT
Vancouver, BC
- Full-time
Imperial Tobacco Canada - A member of the BRITISH AMERICAN TOBACCO GROUP has an exciting opportunity for a Territory Manager – Vancouver.
Added 7 hours ago
CS
Bilingual Banking IT Project Manager
Cynet Systems
Montreal, QC
- $64 to $69 CAD / hour
- Contract
10+ years of experience as a Project Manager within the banking industry.
Added 7 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 7 hours ago
M
CRM Project Manager
Monks
Toronto, ON
- Full-time
Please note that we will never request payment or bank account information at any stage of the recruitment process. As we continue to grow our teams, we urge you to be cautious of…

National Bank of Canada

Associate

Surrey, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 30, 2026
Posting language: English
Posted: Oct 31, 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:

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, upon hiring 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
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are 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 account transactions, maintaining client files, coordinating appointments and meetings, and following compliance and risk management rules.

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
Compliance
Teamwork

Benefits

Health and Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
National Bank Financial
Investment Brokerage
Client Service
Wealth Advisors
Investment Accounts
Banking Operations
Microsoft Office
Account Analysis
Transaction Processing
Client Files
Appointment Scheduling
Meeting Coordination
Business Development
Compliance
Risk Management
Cybersecurity
Hybrid Work

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