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Added 5 mins ago
MC
Release Engineer
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…reproducibility, and code custody standards - and operates development and QA environments to pre-production standard as instances of Platform Engineering’s template library. Working within…
Added 49 mins ago
SH
Rehabilitation Aide
Shared Health-Soins Communs
Brandon, MB
- Full-time
…out rehabilitation programs following the assessment, program development and delegation of intervention by a therapist or nurse with the goal to rehabilitate, maintain and optimize the…
Added 1 hour ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Demonstrates a commitment to ongoing professional and personal development through continuous learning and reflective practice
Added 1 hour ago
RM
Manager
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Unit Manager reports to the Director of Medicine, ICU, Respiratory and Post Acute Care. They promote, facilitate, and manage the unit environment in such a way that patients receive…
Added 1 hour ago
ML
Project Controls Manager
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
Learning and development opportunities, including workshops, ‘speaker series’ events, and resources that allow you to
Added 1 hour ago
S
Engineering Manager, Services
Slice
Canada
- Full-time
…our platform. We are looking for a high-agency Engineering Manager who can identify the most valuable problems, turn ambiguity into clear direction, and build a team capable of delivering…
Added 1 hour ago
BT
Service Manager
Bosch Truck Group / Bosch Idealease
Vernon, BC
- Full-time
…safety, and customer satisfaction. We have an exciting Service Manager opportunity in our Vernon…
Added 1 hour ago
S
Addictions Counsellor, Oak Tree Clinic - BC Women’s Hospital & Health Centre
Sanya’k̓ula
Vancouver, BC
- Part-time
Functions as a case manager for specified number of clients by completing forms relevant to ongoing and after care planning and gathers information from addictions and mental health…
Added 1 hour ago
BW
Addictions Counsellor, Oak Tree Clinic - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Part-time
Functions as a case manager for specified number of clients by completing forms relevant to ongoing and after care planning and gathers information from addictions and mental health…
Added 1 hour ago
SH
Floor Manager
Starwood Hotels
Mayfair, SK
- Full-time
SH University - Offers eligible team members a chance to grow and flourish from obtaining professional development and courses/certifications through our exclusive online learning…
Added 1 hour ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
Strong analytical and problem-solving skills with a commitment to professional development and continuous learning.
Added 1 hour ago
NB
Associate
National Bank of Canada
Saint-Félicien, QC · St-Félicien, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 1 hour ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
BT
Standards and Training Specialist
Baker Tilly Canada
Peterborough, ON
- Full-time
Reporting to the Manager of Professional Standards and Training, this role plays a key part in supporting the professional development of our assurance team and upholding our commitment to…
Added 1 hour ago
NB
Associate
National Bank of Canada
Richmond, BC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 2 hours ago
MC
Join Our Talent Community! Financial Services Associate - Guelph Retail Branches
Meridian Credit Union
Guelph, ON
- $52,000 to $78,000 CAD / year
- Full-time
Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
Added 2 hours ago
AH
Registered Nurse
Alberta Health Services
Fort Saskatchewan, AB
- Part-time
…who emphasize training, a robust orientation and professional development. As you expand your experience, you will have the opportunity to advance your clinical skills in multiple areas of…
Added 2 hours ago
CM
Case Manager
Canadian Mental Health Association (CMHA) - Toronto
Toronto, ON · North York, ON
- $30.19 to $33.08 CAD / hour
- Full-time
CMHA Toronto is seeking a Case Manager- to join our Early Psychosis Intervention Team. This position is part of a dynamic, multidisciplinary team and will be based at our Lawrence Avenue…
Added 3 hours ago
AU
Manager, Learning Resource Services (Term)
Athabasca University
Athabasca, AB
- $105,373 to $138,814 CAD / year
- Temporary
…Canada’s foremost innovator in flexible, online and accessible learning. With an inclusive Senior Leadership Team dedicated to empowering every team member to contribute, learn and thrive,…
Added 3 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…serves as a trusted resource for administration, benefits, learning and development, administration, onboarding, offboarding, Human Resources operations, policy application, employee…
Added 3 hours ago
P
Maintenance Manager Trainee
Penske
Boucherville, QC
- Full-time
Penske's Maintenance Manager Trainee position designed to provide a rich learning and development experience through rigorous on the job training that will ultimately lead you to a…
Added 5 hours ago
AT
Project Admin (6 month contact)
AFL Telecommunications
Calgary, AB
- Full-time
This role works closely with the NGM Finance Project Manager, Project Coordinators, Project Analyst, Operations, Accounting, Purchasing, and project delivery teams. The position owns…
Added 5 hours ago
AT
Construction Manager I
AFL Telecommunications
Calgary, AB
- Full-time
…culture built on collaboration, safety, quality, and continuous development. Join AFL and build your career while helping create a more connected…
Added 5 hours ago
CC
Sales Development Manager, Small Store
Coca-Cola Canada Bottling Limited
Montreal, QC
- Contract
Coke Canada has a culture of learning, and we offer several channels to support your development, including on-the-job training and a library of free courses for just-in-time learning.

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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