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Added 1 hour ago
M
Manager, Tax
MNP
Vancouver, BC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 11 hours ago
CL
Resident Advisor
Campus Living Centres
Calgary, AB
- Full-time
The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as…
Added 12 hours ago
YR
Secondary Long Term Occasional (LTO)/Contract 33.33% Grade 11 Biology
York Region District School Board
Woodbridge, ON
- Contract
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 12 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Program Governance and Project Portfolio Management, within Pillar 5 of the Momentum 2030 strategic plan means contributing to the integrated management of a…
Added 12 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Promote and foster the advisory approach of the banking advisor model
Added 13 hours ago
E
Bilingual - Sr Talent Acquisition Specialist (French + English)
Epiroc
Mississauga, ON
- $95,912 to $126,870 CAD / year
- Full-time
Employee social engagement activities and Company-sponsored events including fundraising, family, and community involvement.
Added 18 hours ago
NR
Service Advisor
Northern Roads Auto Group
Mississauga, ON
- Full-time
You’ll love your position as an Service Advisor:
Added 21 hours ago
O
Data Valorization Expert
OSEDEA
Montreal, QC
- Full-time
We strongly believe in the power of community. This is why we seek opportunities to build meaningful relationships with everyone around us.
Added 21 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, 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 21 hours ago
NB
Talent Acquisition Advisor
National Bank of Canada
Montreal, QC
- Temporary
A career as a Talent Acquisition Advisor at National Bank means pursuing your ambitions by improving the lives of candidates, managers, your colleagues and your colleagues. Curiosity,…
Added 21 hours ago
NB
Senior Advisor Control Testing
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor Control Testing at National Bank means acting as a specialist in carrying out control tests, documenting procedures and results, and defining action plans when…
Added 21 hours ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a…
Added 21 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, 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 21 hours ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
Support account managers as an advisor and coach in structuring credit
Added 21 hours ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…demonstrates sound judgment, takes initiative, anticipates client and advisor needs, and contributes meaningfully to the continued growth of our…
Added 22 hours ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 22 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- 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 1 day ago
Advisor, Safety
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Together, HR and Safety provide the foundation that allows every department to deliver exceptional service to the community. If you are passionate about people, workplace culture, and…
Added 1 day ago
Advisor, Strategic Procurement
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Under minimal supervision, the Advisor, Strategic Procurement provides advice and support in the development and implementation of strategic and sustainable procurement initiatives to…
Added 1 day ago
B
Construction administrator
BPA
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This is an opportunity to take ownership of major construction projects and become a trusted advisor to clients throughout the construction phase. You will have significant autonomy, direct…
Added 1 day ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Toronto
Headkount
Toronto, ON
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 1 day ago
MF
Solution Architect
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
The Solution Architect plays a key role in shaping and delivering technology solutions that support IG's marketing, advisor engagement, and digital experience capabilities. Working closely…
Added 1 day ago
TW
Business Advisor, Agriculture
Thrive Wealth Management
Humboldt No. 370, SK · Prince Albert, SK · Humboldt, SK
- Full-time
…providing creative solutions to come on board as a Business Advisor, Agriculture to assist our members in Humboldt and area. The preferred locations for this position are Humboldt and…
Added 1 day ago
VF
Assistant Branch Manager
Valley First
Enderby, BC
- $64,400 to $82,500 CAD / year
- Full-time
Business Development: Seeks opportunities to promote the branch and Tru Cooperative Bank within the community by participating in community events and enhancing or developing new member…
Added 1 day ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Calgary, AB
- Full-time
…addressing regulatory matters including client complaints and advisor inquiries. The ideal candidate will collaborate with regional teams to standardize processes and uphold the highest…

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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