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Added 1 hour ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
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…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Bromont, 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 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, 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 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Victoria, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 2 hours ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Nanaimo, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 3 hours ago
EI
Brand Protection Advisor I
Ecolab Inc.
Saskatoon, SK
- Full-time
Ecolab is seeking a Brand Protection Advisor (Hospitality and Hotels) to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help…
Added 5 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
As a key member of the Distribution Strategy team for Personal Banking and Imperial Service, you’ll help shape the strategy and priorities for CIBC’s banking centre and advisor channels.…
Added 5 hours ago
MC
Senior Salesforce Administrator
Make-A-Wish Canada
Toronto, ON
- Full-time
…system, process, and data-related issues within established service standards, and providing expert-level second-tier support and escalation management to the Salesforce…
Added 5 hours ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
BC · British Columbia, Canada
- $106,158 to $126,809 CAD / year
- Full-time
WSCC is looking for a full-time Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor based in Yellowknife, NT. Occasional duty travel to other Northern communities and…
Added 5 hours ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
ON · Ontario, Canada
- $106,158 to $126,809 CAD / year
- Full-time
WSCC is looking for a full-time Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor based in Yellowknife, NT. Occasional duty travel to other Northern communities and…
Added 6 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
As a key member of the Distribution Strategy team for Personal Banking and Imperial Service, you’ll help shape the strategy and priorities for CIBC’s banking centre and advisor channels.…
Added 7 hours ago
D
AI Deployment Strategist
Didero
Toronto, ON
- Full-time
At Didero, we’re building the autonomous supply chain, starting with agentic supplier management.
Added 7 hours ago
D
Senior AI Deployment Strategist
Didero
Toronto, ON
- Full-time
At Didero, we’re building the autonomous supply chain, starting with agentic supplier management.
Added 7 hours ago
SC
Senior Linux and Cloud Administrator | Global Cloud Ops LLD | Pacemaker Operations | Toronto
SAP Careers
Toronto, ON
- $97,800 to $202,400 CAD / year
- Full-time
…L3/L4 escalation point for productive issues; Follow change management processes during service request execution; Seek opportunities to streamline standard operating procedures through…
Added 8 hours ago
VC
Advanced Practice Physiotherapist - McLean Integrated Spine Clinic
Vancouver Coastal Health
Vancouver, BC
- $45.15 to $56.17 CAD / hour
- Temporary
…General Hospital! Apply today to speak to a Talent Acquisition…
Added 9 hours ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
AB · Alberta, Canada
- $106,158 to $126,809 CAD / year
- Full-time
WSCC is looking for a full-time Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor based in Yellowknife, NT. Occasional duty travel to other Northern communities and…
Added 9 hours ago
C
Financial Advisor CIRO-ID
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 9 hours ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
Yellowknife, NT
- $106,158 to $126,809 CAD / year
- Full-time
WSCC is looking for a full-time Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor based in Yellowknife, NT. Occasional duty travel to other Northern communities and…
Added 9 hours ago
RB
Banking Advisor
Royal Bank of Canada
Fort Frances, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 10 hours ago
A
Everyday Banking Advisor - Pincher Creek
ATB
Pincher Creek, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 10 hours ago
T
Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
…Canada use social media confidently and compliantly - balancing advisor enablement with strong regulatory oversight. As a regulatory and policy subject matter expert, you will provide…
Added 10 hours ago
C
Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Travail d'équipe – Collaborer avec des collègues de différentes équipes pour augmenter les revenus des ventes et offrir un service à la clientèle exceptionnel.
Added 11 hours ago
Automation Specialist / Engineer - Process Systems & Software
Spartan Controls Ltd.
Burnaby, BC
…automation, valves, measurement, control solutions and data management, for process industries in Western Canada and beyond. We are dedicated to providing exceptional sales, support and…
Added 11 hours ago
Financial Advisor - Port Moody BC
Scotiabank
Port Moody, BC
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 11 hours ago
A-
Insurance Advisor Level 1
AMA - Alberta Motor Association
Lethbridge, AB
- Full-time
You’re already a sales superstar and customer service wiz, but you’re looking for a little more. Bring your skills to the world of insurance and know that every day you’ll be offering…

National Bank of Canada

Associate

Saint-Félicien, QC, Canada
St-Félicien, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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 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: 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 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.

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
Banking
Investment Brokerage
Client Service
Customer Service
Wealth Advisors
Investment Accounts
Account Analysis
Investment Transactions
Client Files
Appointment Scheduling
Meeting Coordination
Microsoft Office
Banking Operations
Administration
Compliance
Risk Management
Cybersecurity
Digital Literacy
Communication
Organization
Priority Management
Hybrid Work

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