Jobs in Canada

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Added 2 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success of Capital Markets Operations. In this role,…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…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…
Added 2 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Financial Planning Advisor in the Support team at
Added 2 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 2 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 5 hours ago
VC
Senior Data and Analytics Advisor
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
…have direct impact on decisions relating to the financial, human resources, and patient care…
Added 5 hours ago
VC
Senior Business Advisor, Data and Analytics
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Synthesize data and conduct analysis to provide recommendations that directly impact decisions relating to financial, human resources, and patient care services.
Added 8 hours ago
MS
Human Resources Manager
Movement Search & Delivery
Chatham-Kent, ON · Chatham, ON
- $130,000 to $140,000 CAD / year
- Full-time
Movement Search & Delivery is partnering with an established global automotive manufacturer to recruit a Human Resources Manager for a manufacturing facility in the Chatham-Kent area.
Added 10 hours ago
C
Human Resources Advisor
Corbec
Drummondville, QC
- Full-time
Bachelor's degree in Human Resources Management, Industrial Relations, or a related field - or equivalent experience.
Added 10 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
Maintain compensation data in the human resources information system and support data integrity checks
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 11 hours ago
NB
Senior Tax Advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 20 hours ago
IF
Conseiller(ère) au service à la clientèle |Québec
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
Added 20 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 21 hours ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
…candidate resumes must be submitted to WorleyCord LP through our Human…
Added 22 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Collaborate with FP&A, Operations, Commercial, Supply Chain, Manufacturing, Procurement, Tax, Treasury, and Human Resources to improve enterprise performance.
Added 1 day ago
DS
Manager, Maintenance & Renewal Services
Delta School District 37, British Columbia
Delta, BC
- Full-time
Oversee the delivery of maintenance and renewal projects utilizing internal resources and external contractors.
Added 1 day ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 1 day ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 1 day ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 day ago
AW
Training and Development Advisor
Agilus Work Solutions
AB · Edmonton, AB
- Contract
Drive Workforce Readiness Across Major Oil Sands Operations as a Training & Competency Assurance Advisor (FIFO)

National Bank of Canada

Associate

Surrey, BC, Canada

Full-time

Apply About employer

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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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