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Added 1 min ago
QE
VP People
Quark Expeditions
Toronto, ON
- $170,000 to $220,000 CAD / year
- Full-time
Attract, develop and retain exceptional talent across both office-based and expedition teams, creating scalable learning, onboarding and development experiences that support career growth
Added 31 mins ago
NB
Associate
National Bank of Canada
Saint-Félicien, QC · St-Félicien, QC
- 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 31 mins ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- 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 31 mins ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, 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 31 mins ago
NB
Senior Director Benefits Governance
National Bank of Canada
Montreal, QC
- Full-time
…offering. As a recognized leader in the field, you act as a trusted advisor to the leadership teams and contribute to attracting, engaging, and retaining talent through competitive,…
Added 31 mins ago
NB
Wealth Associate
National Bank of Canada
Mississauga, 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 31 mins 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 31 mins ago
NB
Senior Market Intelligence Advisor Insurance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Market Intelligence Advisor within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner to accelerate growth and optimize the…
Added 31 mins ago
NB
Wealth Associate
National Bank of Canada
Oakville, 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 31 mins ago
NB
Senior Advisor Operational Risk Management
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor Operational Risk within the Operational Risk Governance and Transformation team at National Bank means acting as the lead specialist responsible for the…
Added 31 mins ago
G
Director / Partner - Business Tax
Gravita
London, ON · Bristol-London, ON
- Full-time
Act as a trusted advisor to business owners, shareholders and senior leadership teams on a broad range of business tax matters.
Added 31 mins ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- 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 31 mins ago
NB
Associate
National Bank of Canada
Richmond, BC
- 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 31 mins ago
EJ
Learning Experience Designer II
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
The Learning Experience Designer (LXD) is responsible for supporting Financial Advisors, Financial Advisor trainees, Client Support Team members and Home Office associates as they pursue…
Added 1 hour ago
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Join Our Talent Community! Financial Services Associate - Guelph Retail Branches
Meridian Credit Union
Guelph, ON
- $52,000 to $78,000 CAD / year
- Full-time
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Added 4 hours ago
MC
Bilingual Wish Discovery Coordinator (12-month contract)/Coordonnateur.trice, exploration des rêves (contrat 12 mois)
Make-A-Wish Canada
Montreal, QC
- Full-time
Added 4 hours ago
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Senior Distribution Services Operations Trainer
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $76,620 to $107,268 CAD / year
- Full-time
…development, drive operational excellence, and support a positive learning culture within a fast-paced distribution environment. You will partner closely with leaders and associates to…
Added 5 hours ago
D
Personal Finance Advisor
Desjardins
Repentigny, QC · Terrebonne, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 5 hours ago
EF
Assistant Branch Manager (Willoughby Branch)
Envision Financial
Langley (District), BC · Langley, BC
- $64,400 to $82,500 CAD / year
- Full-time
The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive…
Added 5 hours ago
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The Canada Life Assurance Company
Vancouver, BC
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Act as a senior marketing advisor to business and content leaders, bringing a portfolio view to investment choices, market opportunities and competitive challenges.
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Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- $16 to $22.32 CAD / hour
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 6 hours ago
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Part Time Bridal Sales
David's Bridal
Hamilton, ON
- $16 to $25.8 CAD / hour
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 6 hours ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- $16 to $25.8 CAD / hour
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 6 hours ago
CL
Service Specialist
Canada Life
Vancouver, BC
- Full-time
Act as a liaison with head office and claims offices on issues/problems with respect to assigned clients. Actively seek to find solutions for client/advisor issues

National Bank of Canada

Associate

Victoriaville, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 5, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

A career as an Associate in the Evolution Wealth Management team at National Bank Financial, 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: French
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 client service and coordinate communication among clients, wealth 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 requirements.

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; French is required.

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
Hybrid Work Model
Flexible Work Schedule
Flexible Leave

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Banking
Investment Brokerage
Investment Accounts
Client Service
Customer Service
Wealth Advisors
Account Analysis
Business Development
Investment Transactions
Client Files
Appointment Scheduling
Meeting Preparation
Compliance
Risk Management
Microsoft Office
Banking Operations
Administration
French
Hybrid Work

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