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Added 43 mins ago
W
(CAN) customer Service Manager
Walmart
Uxbridge, ON
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 43 mins ago
W
Customer Service Manager
Walmart
Port Hawkesbury, NS
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 1 hour ago
WC
(CAN) Customer Service Manager
Walmart Canada
Goderich, ON
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 4 hours ago
ES
Senior Systems Architect
Euna Solutions
Oakville, ON
- Full-time
Define cloud architecture patterns for multi-account structure, network topology, workload isolation, and resilience, in close partnership with Cloud Operations and SRE.
Added 4 hours ago
XT
Business Development Manager
Xcite Tech
Calgary, AB
- Full-time
We are seeking an experienced Business Development Manager – Prairies who brings a combination of proven sales experience, hands-on aesthetic device expertise, and clinical training…
Added 6 hours ago
A
Account Director / Senior Account Manager (Vancouver, Toronto, LA)
Akcelo
Vancouver, BC
- Contract
Akcelo is looking for an Account Director / Senior Account Manager who is available for an immediate start to join our Vancouver or LA team.
Added 6 hours ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
…meeting, with clear follow-up actions documented for ongoing account and opportunity management. All customer activity, actions, and next steps are to be maintained in the CRM system to…
Added 8 hours ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
AbbVie
Markham, ON
- $134,000 to $184,000 CAD / year
- Contract
Drive people manager development to create clarity and consistency of expectations, accountability, and enriched manager/employee experiences. Partner with people leaders to shape a culture…
Added 8 hours ago
J
Personal Lines Account Manager - Insurance
JobsMedia.io
North Bay, ON
- Full-time
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines…
Added 8 hours ago
J
Private Client Services (PCS) Account Manager | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.
Added 8 hours ago
J
Personal Lines Insurance Account Manager
JobsMedia.io
Toronto, ON
- Full-time
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North York, ON. This role will be responsible for managing a book of personal lines…
Added 9 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 9 hours ago
BT
Audit and Accounting Manager
Baker Tilly Canada
Toronto, ON
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 9 hours ago
NB
Manager Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
Participate in determining client financing needs in collaboration with the Commercial Account Manager
Added 9 hours ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 10 hours ago
A
Therapeutic Specialist – Gynecology & Gastroenterology (BC & SK)
AbbVie
Vancouver, BC
- $93,000 to $143,000 CAD / year
- Full-time
Our Therapeutic Specialists develop robust business/account plans to execute brand strategy and tactics in the field, deliver sales performance and effectively build strong customer…
Added 10 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 10 hours ago
Q
FY27 Intern - Digital Design Engineering Intern - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
…visibility to your project and team, receive support from your manager, and have access to the entire Qualcomm employee community to ensure your success. To round out your internship, we…
Added 10 hours ago
A
Construction Inspector
AtkinsRéalis
Toronto, ON
- Full-time
Prepares daily reports and provides updates to the Construction Manager accordingly
Added 11 hours ago
A
Virology, Therapeutic Specialist - Northern Ontario
AbbVie
Sudbury, ON · Greater Sudbury, Ontario
- $93,000 to $143,000 CAD / year
- Full-time
Developing and executing Key Account Development strategies for key physicians and centers.
Added 13 hours ago
Parts Manager (Heavy Duty)
Velocity Vehicle Group
Surrey, BC
Shift your career into high gear! Join Velocity Truck Centres as our next Parts Manager.
Added 13 hours ago
Account Manager_Operations_Cleaning_Industry_London
United Services Group
London, ON · St. Thomas, ON · Woodstock, ON
Added 13 hours ago
A
Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time

National Bank of Canada

Associate

Medicine Hat, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 3, 2026
Posting language: English
Posted: Nov 3, 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 support wealth advisors through communication, account analysis, transaction processing, and client file maintenance. Coordinate advisor schedules and meetings while ensuring compliance with 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
Standards 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
Banking
Investment Accounts
Client Service
Wealth Advisors
Account Analysis
Investment Transactions
Client Files
Microsoft Office
Compliance
Risk Management
Appointment Scheduling
Meeting Preparation
Business Development
Banking Operations
Administration
Communication
Organizational Skills
Priority Management
Hybrid Work

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