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Added 15 mins ago
ML
Salt Truck Driver
Markstone Landscaping
Mississauga, ON
- Temporary
employment, so you can count on a stable income and financial security.
Added 29 mins ago
AE
Propane Delivery Driver
Avenir Energy
Fort St. John, BC
- Full-time
Retirement Planning: RRSP and TFSA options with employer-matching contributions to help you plan for your financial future.
Added 29 mins ago
AE
Gas Fitter A / Apprentice
Avenir Energy
Saskatoon, SK
- Full-time
Retirement Planning: RRSP and TFSA options with employer-matching contributions to help you plan for your financial future.
Added 29 mins ago
AE
Seasonal Propane Delivery Driver
Avenir Energy
Sudbury, ON
- Temporary
Retirement Planning: RRSP and TFSA options with employer-matching contributions to help you plan for your financial future.
Added 45 mins ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
…management of staff teams and centre facilities, managing the financial stability, and fostering relations between Child Care and the larger UVic…
Added 45 mins ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
…Vice President Academic and to review budget proposals from reporting…
Added 45 mins ago
UO
Data Analyst
University of Victoria
Victoria, BC
- Full-time
Working knowledge of financial processes such as invoicing, reconciliations, and tracking within data or reporting contexts
Added 45 mins ago
MD
Accounting Officer
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
This position will help verify the accuracy, consistency, and integrity of financial information used by the Facilities Management Division by reconciling data across several systems. The…
Added 45 mins ago
NA
Client Assistant, Commercial Insurance
NFP, an Aon company (Canada)
Grande Prairie, AB
- Full-time
…with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving…
Added 1 hour ago
N
Growth Operations Manager
nesto
Toronto, ON
- Full-time
…under administration. Trusted by many of the country's leading financial institutions, we combine over 50 years of mortgage expertise with proprietary cloud and AI technology to transform…
Added 1 hour ago
Global Supply Chain Manager
Intertape Polymer Group (IPG)
Truro, NS
…potential supply chain strategies and tactics to meet growth and financial…
Added 1 hour ago
Brand Manager
Sofina Foods Inc
Markham, ON
Reporting to the Senior Brand Manager, Specialty Deli, the Brand Manager is responsible for the development and execution of marketing strategies, plans and programs that build brand equity…
Added 1 hour ago
NM
Corporate Precision Agriculture Manager
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Understand financial reporting for a precision agriculture department and can analyze performance to identify opportunities to improve technology adoption, customer engagement, margins, and…
Added 1 hour ago
A
Senior Delivery Manager, Temporary
Aviso
Toronto, ON
- Temporary
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 hours ago
GR
Chemicals sales representative
G&J Resources Inc
Markham, ON
- Full-time
Added 2 hours ago
KC
Senior Consultant, ESG Assurance Services
KPMG Canada
Toronto, ON
- Full-time
…Consulting, Risk Consulting and ESG Services, in support of ESG reporting implementation projects including process/control redesign and advising on other business implications to your…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Lead all global accounting, financial reporting, consolidation, controllership, and financial governance activities.
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Drive improvements in financial processes, reporting, and forecasting accuracy
Added 2 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Deliver timely and accurate monthly financial reporting and variance analysis for service revenue, gross margin, SG&A, and operating income.
Added 2 hours ago
MP
Senior Mining Consultant - Underground
Mining Plus
Vancouver, BC
- Full-time
Complete Mineral Reserve estimates and support technical reporting
Added 2 hours ago
Mine Planning Manager
Amrize
Mississauga, ON
Compilation of field geological investigations, interpretation of test data, mines technical studies and financial studies, and accurate reserve and resources reporting.
Added 2 hours ago
B
Tax Analyst // Analyste Fiscal(e)
BAT
Montreal, QC
- Full-time
Added 2 hours ago
NB
Senior Analyst Custody Client Services
National Bank of Canada
Montreal, QC
- Full-time
Analyze and resolve operational issues involving trade settlements, cash movements, securities positions, corporate actions, reconciliations, reporting and other custody activities.
Added 2 hours ago
MQ
Global Supply Chain & Logistics Lead
Marcatus QED
Toronto, ON
- Full-time
Strong project and financial management skills.
Added 2 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
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…

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!

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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 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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