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Added 8 mins ago
RM
Manager
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…the delivery of safe, effective care that promotes a positive experience for patients and families, while supporting a successful transition home. The unit manager is a key part of the…
Added 8 mins ago
I
Systems architect
iSteer
Toronto, ON
- Full-time
Added 8 mins ago
S
Part Time Produce Clerk - Admirals Thrifty Foods
Sobeys
Victoria, BC
- Part-time
…Maintaining a well-stocked department so that the customer shopping experience is quick, easy and efficient is the key to building loyalty. That is why our Produce Clerks play such an…
Added 9 mins ago
M
AVP, AI
Manulife
Toronto, ON
- Full-time
8+ years in data science, AI/ML engineering, or applied machine learning, including significant experience leading delivery of complex AI programs at scale.
Added 24 mins ago
S
School Psychologist, Complex Developmental Behavioural Conditions (CDBC) - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Temporary
Training at the doctoral level in School psychology or Educational Psychology with related experience in specified program area, including one (1) year of recent related experience working…
Added 24 mins ago
NC
Instructor, Speech-Language Pathologist
NorQuest College
Edmonton, AB
- Full-time
As a NorQuest Instructor, you will facilitate learning in a variety of modalities using technology to create engaging learner experiences. Instructors help learners acquire the knowledge,…
Added 24 mins ago
C
Temporary Sales Support Associate
Coach
Markham, ON
- Part-time
1+ of previous retail experience (cashier/stock experience, sales etc.), preferably in a luxury retail service environment. A combination of education and experience will be considered
Added 24 mins ago
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Sales Associate II
Coach
Toronto, ON
- Part-time
…brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily store operations. This role blends luxury‑retail service,…
Added 24 mins ago
PH
Medical Stenographer 1, Anatomical Pathology - Lions Gate Hospital Labs
Provincial Health Services Authority
North Vancouver, BC
- Full-time
Grade 12. Completion of a recognized Medical Stenography program. Minimum of one year's recent related experience or an equivalent combination of education, training and experience.
Added 24 mins ago
AH
Instructor
Alberta Health Services
Drayton Valley, AB
- Part-time
We are seeking a clinically experienced Registered Nurse (RN) with a passion for learning and teaching to join our dynamic Rural Clinical Nurse Educator team. This hybrid position is based…
Added 24 mins ago
KC
Senior Consultant, ESG Assurance Services
KPMG Canada
Toronto, ON
- Full-time
…are encouraged. Through high support, including progressive learning, strong coaching, inclusive teamwork, and a shared commitment to integrity, we perform at our best – measuring what…
Added 24 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…a team that is the best in the world at what we do and the experience that comes from working in an environment that demands constant transformation and…
Added 24 mins ago
HT
PD Software for Service
Husky Technologies
Bolton, ON
- Full-time
…a team that is the best in the world at what we do and the experience that comes from working in an environment that demands constant transformation and…
Added 24 mins ago
HT
Product Development Engineer
Husky Technologies
Bolton, ON
- Full-time
Are you interested in developing new products and technologies? Have experience defining and developing tooling for the packaging market? Do you enjoy working in a dynamic learning…
Added 24 mins ago
HT
PD Service - Mechanical
Husky Technologies
Bolton, ON
- Full-time
…a team that is the best in the world at what we do and the experience that comes from working in an environment that demands constant transformation and…
Added 24 mins ago
I
Systems architect
iSteer
Toronto, ON
- Full-time
Added 39 mins ago
Back of House - Line Cook
Northland Properties
Sherwood Park, AB
…our team. As a Line Cook, you can craft your skills and gain experience working in a fast-paced, structured environment. While learning from an incredible team of culinary leaders, you use…
Added 54 mins ago
D
Administrative Assistant - Westmount Dental Centre
dentalcorp
AB · Westmount Dental Centre
- Full-time
…and supportive workplace culture where teamwork, continuous learning, and professional growth are…
Added 54 mins 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 54 mins ago
Mine Planning Manager
Amrize
Mississauga, ON
Required Work Experience: Minimum of 3-5 years industry experience, preferably in aggregates, construction materials or mining.
Added 1 hour ago
H
Scheduler II
HDR
Toronto, ON
- Full-time
…growth. Whether advancing clean water, creating healing and learning environments, engineering next‑generation facilities, or building the infrastructure that moves people and energy, our…
Added 1 hour ago
H
Strategic Communications Team Lead, Western Canada
HDR
Vancouver, BC
- Full-time
…growth. Whether advancing clean water, creating healing and learning environments, engineering next‑generation facilities, or building the infrastructure that moves people and energy, our…
Added 1 hour ago
SD
Customer Assistant – Nights
Sainsbury's Digital, Tech and Data
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- Full-time
Open to learning, developing and trying new things to improve our service
Added 1 hour ago
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Territory Manager - Vancouver North
BAT
Vancouver, BC
- Full-time
Delivering an outstanding customer experience by leveraging digital tools and assets to maintain strong business relationships, train retailers and staff to effectively communicate our…
Added 1 hour ago
B
Tax Analyst // Analyste Fiscal(e)
BAT
Montreal, QC
- Full-time
2 à 4 ans d’expérience pertinente en fiscalité ou en comptabilité

National Bank of Canada

Associate

Surrey, BC, Canada

Full-time

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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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