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Added 1 hour ago
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School Psychologist, Complex Developmental Behavioural Conditions (CDBC) - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Temporary
…specified programs and or patient groups, in consultation with the Program Manager and Head of Psychology as…
Added 2 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…exceptional customer service that will have a positive, long-term impact on our…
Added 3 hours ago
Registered Practical Nurse
Indwell
London, ON
Position Description: Reporting to the Program Manager, as the RPN, you will work to your full scope of practice in collaboration with Registered Nurses across the organization and with…
Added 6 hours ago
SH
Rehabilitation Aide
Shared Health-Soins Communs
Brandon, MB
- Full-time
Rehabilitation Aide course with in-class learning and practical component; or completion of a recognized Rehabilitation Aide online course in addition to having one year of experience…
Added 7 hours ago
Q
FY27 Intern - High-Speed Electrical and Optical Systems Validation Co-Op - Canada (4 months)
Qualcomm
Ottawa, ON
- Full-time
Our early career programs are designed to attract inventive minds, offering a platform to contribute to our long-term innovation pipeline. You'll be part of a community that values…
Added 7 hours ago
Rehabilitation Aide
Winnipeg Regional Health Authority
Brandon, MB
Rehabilitation Aide course with in-class learning and practical component; or completion of a recognized Rehabilitation Aide online course in addition to having one year of experience…
Added 11 hours ago
NS
Therapeutic Assistant - Rehabilitation & Supportive Care Services
Nova Scotia Health Authority
Dartmouth, NS
- Full-time
Reporting to the Program Manager and working under the direction of the recreation therapist and/or regulated health care professional, The Therapeutic Assistant (TA) is a member of the…
Added 11 hours ago
MD
Senior Learning & Development Specialist - Training & Development Spec 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…at a department-wide level, including competency frameworks, learning pathways, and multi¿year development…
Added 11 hours ago
MD
APEX Accelerator Area Manager - State Program Administrator Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: State Program Administrator, Intermediate
Added 11 hours ago
Q
FY27 Intern - Camera HW ASIC Verification Intern - Canada (12 or 16 months)
Qualcomm
Vancouver, BC
- Full-time
Our early career programs are designed to attract inventive minds, offering a platform to contribute to our long-term innovation pipeline. You'll be part of a community that values…
Added 13 hours ago
ML
Category Marketing Manager - Kits
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
As the Category Marketing Manager, Kits you'll be tasked with leading the next phase of this growing business - developing and executing growth strategies owns developing and executing…
Added 14 hours ago
UO
Undergraduate Admissions Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $5,027 to $5,413 CAD / month
- Full-time
The position reports to the Manager, Student Services and receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination…
Added 14 hours ago
D
Manager, Indirect Tax Compliance
Deloitte
Calgary, AB
- Full-time
…regular paid vacation days, some examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, firm-wide closures known as "Deloitte…
Added 14 hours ago
TH
Contractor Sales Part Time - WOODTOCK
The Home Depot Canada
Woodstock, ON
- Part-time
…bonuses tied to business performance; Deferred Profit-Sharing Program to assist with retirement savings; comprehensive paid benefits; a 15% discount on Home Depot stock purchases; and…
Added 14 hours ago
TH
Pro Account Sales Associate Part Time (CARLETON PLACE)
The Home Depot Canada
Carleton Place, ON
- Part-time
…projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The Home…
Added 14 hours ago
SC
Community Connector & Community Learning Program Coordinator
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- Full-time
- Temporary
POSITION: Community Connector & Community Learning Program Coordinator
Added 15 hours ago
ML
Automation Engineer (Night Shift)
Maple Leaf Foods Inc
London, ON
- $71,000 to $103,000 CAD / year
- Part-time
Comprehensive tuition reimbursement program that supports continuous learning and development of our team members through investment in eligible degrees, diplomas, professional…
Added 16 hours ago
TH
Pro Account Sales Associate Part Time (CARLETON PLACE)
The Home Depot
Carleton Place, ON
- Part-time
…projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The Home…
Added 17 hours ago
UW
Coordinator, Customer Service (Contract)
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Toronto, ON
- Full-time
We are committed to pay transparency and equity, the salary for this role is $63,648.00 /year.
Added 17 hours ago
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Senior Finance Analyst, Operations Finance & Analytics
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Barrie, ON
- Full-time
11. Support year-end audit requirements and other corporate finance activities, including working papers, information requests, presentations, Board/leadership materials, and ad hoc…
Added 17 hours ago
YU
Assistant Dean Evaluation, Quality and Accreditation and Clinical Assistant, Clinical Associate or Clinical Full Professor
York University
Toronto, ON
- $87,000 to $168,750 CAD / year
- Other
…Dean, Evaluation, Quality and Accreditation with an initial 5 year term, with the possibility of renewal. The role is expected to require 2 to 3 days per week, with flexible scheduling…
Added 17 hours ago
TH
Contractor Sales Part Time - WOODTOCK
The Home Depot
Woodstock, ON
- Part-time
…projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The Home…
Added 18 hours ago
WhereTo - Senior Product Manager - Canada, Virtual
Flight Centre
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WhereTo provides an AI-powered travel platform for corporate travel. Their platform uses machine learning algorithms to recommend personalized travel options based on a traveler's…
Added 18 hours ago
HB
Business Development Manager, Wealth Channel - Southwestern Ontario
HomeEquity Bank
London, ON
- Full-time
…career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and…
Added 18 hours ago
Outreach Worker
Connective
Coquitlam, BC
Reports and is accountable to the Program Manager or their designate

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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