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Added 2 hours ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
LinkedIn
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 3 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 3 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 3 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 4 hours ago
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Associate Technical Consultant, Environmental Scientist
Worley
Calgary, AB · Edmonton, AB
- Full-time
Experience directing field investigations, coordinating technical teams, and delivering client-focused environmental solutions.
Added 5 hours ago
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Fréchette, Vins d’exception | Associé(e) aux ventes sur le terrain – Contrat temporaire de 3 mois (avec possibilité d’extension)
A3 - Les agences de vins, bières et spiritueux
Montreal, QC
- Full-time
Fréchette, Vins d’Exception est une entreprise familiale forte de plus de 40 ans d’expérience, représentant un portefeuille international provenant de 12 pays. Fréchette offre une expertise…
Added 5 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Terrebonne, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 6 hours ago
HE
Entry level Marketing Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Big energy. Real experience. Room to grow. 🚀
Added 7 hours ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…stages of the research funding lifecycle. Reporting to the Associate Dean, Research & Graduate Studies, the role ensures that researchers affiliated with the Faculty of Social Sciences…
Added 7 hours ago
UO
Co-op Coordinator
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, and working closely with all programs in relevant faculties and departments, the Co-op Coordinator will support the strategic direction and promote the…
Added 8 hours ago
C
Sales Associate II
Coach
Toronto, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 8 hours ago
Sales Associate
Laura Canada
Saskatoon, SK
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…
Added 8 hours ago
T
Yorkdale- Associate Manager PT Under 20 hours
Tumi
Toronto, ON
- Part-time
As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 9 hours ago
PL
Paradies Lagardère Associé aux ventes Retail-Sales Associate Dorval Montreal Airport
Paradies Lagardère
Dorval, QC
- Part-time
A Sales Associate is responsible for providing First Class Service to customers. The Sales Associate will also perform replenishment and cleaning tasks in the store. This position ensures a…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
GI
Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
- Full-time
Experience in architectural millwork, casework, or custom fabrication.
Added 9 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
TB
PT Support Associate - Seasonal-3
Tory Burch
Richmond, BC
- Part-time
One-to-two years of experience in a high volume, customer-drive retail environment, stock-related experience a plus
Added 9 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Quebec, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 10 hours ago
T
Customer Experience Associate
TD
Maple Ridge, BC
- Part-time
…get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of a Customer Experience Associate. We…
Added 10 hours ago
T
Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- 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 10 hours ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 10 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, will be the ‘glue’ that binds all client relationships together. You will be the first voice…
Added 10 hours ago
M
Bilingual Associate, New Business – Individual
Manulife
Waterloo, ON
- Full-time
Manulife’s Individual Insurance team currently has an opportunity for a Bilingual Associate, New Business - Individual.

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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