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Added 2 hours ago
CC
Financial Associate - MFDA
Coast Capital
Richmond, BC
- Full-time
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 2 hours ago
R(
Temporary Fashion Associate - PENN
Reitmans (Canada) Ltée/Ltd
Halifax, NS
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, 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 3 hours ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
We are seeking an experienced Senior Wealth Associate to serve as a trusted partner to our Wealth Advisors and a key relationship contact for our clients. This is a highly visible,…
Added 4 hours ago
HR
Associate, Stock Movement
Holt Renfrew
Mississauga, ON
- Part-time
…dental benefits, tuition assistance, and continuous learning and…
Added 4 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 4 hours ago
C
Client Engagement Associate [Hourly]
CIBC
Treherne, MB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 5 hours ago
C
Part-Time Sales Lead - Famous Footwear
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ON · NIAGARA ON THE L, ON
- Part-time
Bring the Positive Vibes: Embrace diversity and inclusivity as our team superpower, ensuring every associate feels valued and respected. Maintain a positive and proactive mindset, even in…
Added 5 hours ago
CC
Financial Associate - MFDA
Coast Capital
Victoria, BC
- Full-time
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 5 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
Ensures staffing levels are adequate to effectively operate the business
Added 5 hours ago
SD
Specialist, Patient Care
Shoppers Drug Mart
Mississauga, ON
- Full-time
…plans, Employee share ownership plan, professional training and development and many more perks! Shoppers Drug Mart was acquired by Loblaw in 2014, the largest employer in Canada – making…
Added 7 hours ago
A
Représentant(e) Ventes internes/Inside Sales Representative
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Montreal, QC
- Full-time
…nécessaires pour bâtir quelque chose de significatif. Dans ce rôle, vous développerez votre propre portefeuille de clients, soutenu(e) par une équipe de direction des ventes expérimentée,…
Added 7 hours ago
Product Analyst
Konrad
Toronto, ON
This role is part of our Digital team, where your internal title would be Associate, Digital; working primarily in a product analysis capacity across client engagements.
Added 7 hours ago
Associate Consultant
Konrad
Toronto, ON
As an Associate Consultant, you'll work across our Management Consulting, Project Management, Design and Technology teams, supporting senior team members while you build your experience.…
Added 8 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Smiths Falls, ON
- $15 CAD / hour
- Full-time
…operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive shopping experience, and drive…
Added 8 hours ago
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Data Engineer
Canadian Cancer Society
Hamilton, ON
- Full-time
Partner with business and technical teams to design and implement data solutions that adhere to security best practices and align with data governance standards.
Added 8 hours ago
T
Personal Banking Associate (Future opportunities) - Montreal East (full-time)
TD
L'Assomption, QC · Lachenaie, QC · Mascouche, QC · Montreal, QC · Repentigny, QC · Terrebonne, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 8 hours ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
This is more than a job - it’s a career path. With structured training and mentorship, you can grow into a Business Development Manager role or explore other exciting opportunities across…
Added 8 hours ago
KS
Temporary Sales Associate
kate spade new york
Niagara Falls, ON · Canada One
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 8 hours ago
IF
Associate Director - Securities Finance
iA Financial Group
Halifax, NS
- Full-time
…of the Securities Finance Trading team, you will play a key role in supporting iA’s securities lending, borrowing and matched-book activities across equities and fixed…
Added 8 hours ago
GD
DYNAMITE - Operations Associate PT - West Edmonton Mall
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Reporting to the Store Manager, your main focus as Operations Associate is to provide support to the team to maximize company sales and profitability by maintaining stockroom organization…
Added 9 hours ago
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Team Leader, Trade
CB2
Toronto, ON
- $18.4 to $23 CAD / hour
- Full-time
Communicate regularly with the Assistant Store Leader to review business results, execution of plans/strategies, customer feedback and associate performance
Added 9 hours ago
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Tax Law - Tax Litigation, Associate - Montreal
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Montreal, QC
- Full-time
…reaching their goals while also considering their own workload and development. If you have the confidence to speak up and influence a team, this role is for…
Added 9 hours ago
S
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- Full-time
The Customer Experience Manager at Sysco is a highly strategic and influential role, providing expert-level analytical leadership and driving significant impact on the company's customer…
Added 10 hours ago
TH
Human Resources Staffing Coordinator Full Time (BARRIE)
The Home Depot Canada
Barrie, ON
- Full-time
Reporting to the Store Human Resources Manager (SHRM) this role will support the HR function in the store in the areas of staffing, associate training, associate development, and WSIB/WCB…

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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