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Added 1 hour ago
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Sr Finance Manager
Confidentiel
Markham, ON
- $140,000 to $150,000 CAD / year
- Full-time
We are looking for an experienced Sr Finance Manager to lead financial reporting activities and support sound business decision-making in Thornhill, Ontario. This role is well suited to a…
Added 1 hour ago
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Senior Process Engineer (Minerals & Metals)
Wood
Burlington, ON
- $157,000 to $192,000 CAD / year
- Full-time
Reporting to the Process Department Manager, this role has overall responsibility to manage and execute the delivery of best practice process plant designs and associated services in…
Added 1 hour ago
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Account Manager
Taiv
Winnipeg, MB
- Full-time
Role Description The Account Manager is a full-time, on-site role based in Winnipeg, MB, responsible for managing and growing relationships with venue partners and advertising clients. In…
Added 1 hour ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Reporting to the Director of Federal Sector, the person in this role provides senior-level customer success and account leadership for complex, high-value Department of National Defence…
Added 1 hour ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Reporting to the Prairies Region Director, the person in this role provides senior‑level customer success and account leadership for complex, high‑value GIS customers. Operating with broad…
Added 2 hours ago
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System Configuration Specialist / Spécialiste en configuration de systèmes (CS006)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…
Added 4 hours ago
RH
Contracts and Compliance Manager
Robert Half
Toronto, ON · Greater Toronto Area, Canada
- $135,000 to $150,000 CAD / year
- Full-time
Our client is seeking an experienced Contracts & Compliance Manager to oversee commercial contracts, compliance programs, and enterprise risk management across a growing manufacturing…
Added 6 hours ago
FH
Clinical Counsellor, Reproductive Mental Health Program
Fraser Health Authority
New Westminster, BC
- $44.85 to $56.02 CAD / hour
- Other
Reporting to the Manager, Clinical Operations and in collaboration with the Reproductive Mental Health Program team, the Clinical Counsellor provides individual, couples and group clinical…
Added 7 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…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…
Added 9 hours ago
Casual Tenant Support Worker (Balsam Place)
Connective
Kelowna, BC
Reports and is accountable to the Program Manager or their designate
Added 11 hours ago
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Manager, Tax
MNP
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 11 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…
Added 11 hours ago
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SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 11 hours ago
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Oracle Fusion Financial Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 11 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 11 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 11 hours ago
AC
Supply Chain Manager
Aston Carter
Acheson, AB
- $52 to $62 CAD / hour
- Contract
Our client designs and builds modular data center infrastructure for AI and high-performance computing. Their factory-built system combines power, cooling and compute in one unit, and they…
Added 11 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 11 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 12 hours ago
IC
Human Resources Specialist (Recruitment & Talent Outreach)
International Civil Aviation Organization
Montreal, QC
- Full-time
Remain current on industry trends and best practices in the area of HR data analytics, and propose innovative improvements to data analysis and reporting capabilities.
Added 12 hours ago
RH
Treasury Manager
Robert Half
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Our client in the Education industry is seeking an experienced Treasury Manager on a contract basis to oversee treasury operations, cash and liquidity management, investment activities and…
Added 13 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, AB
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…
Added 14 hours ago
TU
Business Development Manager
The Universal Group
Prince George, BC
- Full-time
…2026, has an exciting opportunity for a Business Development Manager within our Sales team. The Business Development Manager plays a key role in driving revenue growth within the Prince…
Added 16 hours ago
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General Manager - Off Campus
Campus Living Centres
Ottawa, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 16 hours ago
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Manager, Regional Business Management and Planning (English/Spanish) - International Banking
Scotiabank
Toronto, ON
- Full-time
The Manager, Regional Business Management and Planning supports the execution of International Commercial Banking’s planning and performance management activities across the region. The…

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!

Apply About employer

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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