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Added 12 mins ago
UO
Development Officer
University of Victoria
Victoria, BC
- Full-time
Jointly reporting to the hiring Associate Director of Faculty Development, and to the Dean or unit head of an assigned portfolio, or a Senior Development Officer (SDO) if in place, the…
Added 27 mins ago
Sales Associate (Part-Time) | Associé ventes et services - Royalmount
ALO
Mont-Royal, QC
Added 43 mins ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 58 mins ago
LC
Pharmacist, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
NB
Associate
National Bank of Canada
Sept-Îles, 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
AB · Edmonton, AB
- Full-time
Support Wealth Advisors with activities related to client service and business development.
Added 1 hour ago
TH
Head Cashier Part Time - 7051 Saskatoon
The Home Depot Canada
Saskatoon, SK
- Part-time
Lead by example in consistently demonstrating GET behaviours and promoting positive associate morale.
Added 2 hours ago
W
Associate - Economic Substance
Waystone
Waterloo, ON
- Full-time
…environment that funds operate in, is essential to the role. Associate at Waystone is also an integral part of the team, working closely with the Executive Directors, Directors, Associate…
Added 2 hours ago
VG
Director, Planning, Procurement & Inventory
Veralto Global
London, ON
- $155,000 to $180,000 CAD / year
- Full-time
…posted range. This range may be modified in the future. An associate’s position within the salary range will be based on several factors, including, but not limited to, relevant education,…
Added 3 hours ago
EI
Site Project Manager
Ecolab Inc.
Calgary, AB
- Full-time
$1,000 Annual professional development allowance to support your ongoing learning, skill development, and career growth.
Added 3 hours ago
AD
Specimen Processor (Overnight- Part-time) (Mississauga, Ontario)
Antech Diagnostics
ON · Mississauga, Ontario
- Part-time
We understand that the world we want tomorrow starts with how we do business today, and that’s why we’re inspired to make A Better World for Pets. Antech is comprised of a diverse team of…
Added 3 hours ago
VG
Mechanical Prototyping Specialist
Veralto Global
London, ON
- $70,000 to $95,000 CAD / year
- Full-time
…posted range. This range may be modified in the future. An associate’s position within the salary range will be based on several factors, including, but not limited to, relevant education,…
Added 4 hours ago
R(
Temporary Fashion Associate - Heartland town center
Reitmans (Canada) Ltée/Ltd
Mississauga, ON
- 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 4 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
North Vancouver, BC
- Full-time
Ensures staffing levels are adequate to effectively operate the business
Added 5 hours ago
MC
Senior Salesforce Administrator
Make-A-Wish Canada
Toronto, ON
- Full-time
We are looking for a Sr Salesforce Administrator to join our team at Make-A-Wish Canada. Reporting to the Manager of Business Applications, you will be responsible for the execution of…
Added 5 hours ago
RAS Senior Associate
Reckitt
Mississauga, ON
The Senior Regulatory Associate supports and leads regulatory activities across Reckitt’s Canadian portfolio, as required, developing practical regulatory strategies that support business…
Added 5 hours ago
HI
Commercial Lines Account Associate, Professional Liability
HUB International
Markham, ON
- Full-time
We’re looking for a strong Commercial Account Associate to support our professional liabilities accounts in Markham. This role involves working closely with Senior Team members of the…
Added 5 hours ago
WC
Co-Manager
Walmart Canada
Cobourg, ON
- Full-time
…Identifies high-potential associates, providing training and development to increase capability. It is the expectation of the business that a Co-Manager can progress to and act as Store…
Added 5 hours ago
VP
Seasonal Retail Sales Associate, Scarborough Town Centre
Virgin Plus
Toronto, ON · Scarborough, ON
- Full-time
Opportunity for career growth, development and promotions
Added 6 hours ago
CB
Litigation Associate
Cassels Brock & Blackwell LLP
Toronto, ON
- Full-time
Participating in client development, networking, marketing, thought leadership, and business development activities.
Added 6 hours ago
W
Co-Manager
Walmart
Cobourg, ON
- Full-time
…Identifies high-potential associates, providing training and development to increase capability. It is the expectation of the business that a Co-Manager can progress to and act as Store…
Added 7 hours ago
T
Customer Experience Associate (Cantonese and/or Mandarin Language Skills an Asset)
TD
Markham, ON
- Part-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 7 hours ago
RC
Senior Associate, AI and Data Strategy Consultant
RSM Canada
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- Full-time
As a Senior Associate in Data + AI Advisory team, the AI and Data Strategy Consultant will be responsible for:
Added 7 hours ago
BC
Ralph Lauren Associate Manager
BoF Careers
Halton Hills, ON
- Full-time
As the Associate Manager, you support the General Manager in the creation of strategic plans, managing the execution of plans to ensure a profitable business. Associate Managers are key…
Added 7 hours ago
R(
Temporary Fashion Associate - Square one
Reitmans (Canada) Ltée/Ltd
Mississauga, ON
- 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…

National Bank of Canada

Associate

AB, Canada
Edmonton, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

The Angus Watt Advisory Group at National Bank Financial Wealth Management provides investment management, financial planning, and wealth advisory solutions to individuals, families, business owners, and professionals. Guided by Trust, Clarity, and Heart, our team is committed to building lasting relationships and helping clients create meaningful financial futures.

We are looking for an organized, motivated, and client-focused Associate to join our team. Working closely with Wealth Advisors, Associates, and internal partners, you will help coordinate client service and support the day-to-day administration of client accounts.

This role is an excellent opportunity for someone who wants to build a career in wealth management. You will gain practical experience, learn from experienced professionals, and develop your knowledge of client service, investment operations, compliance, and wealth management practices.

Your Role:

As an Associate, you will help ensure that client requests are handled accurately, professionally, and efficiently. You will communicate with clients and colleagues, maintain client information, coordinate account-related activities, and support Wealth Advisors in delivering an exceptional client experience.

Key Responsibilities:

Client Service

Provide professional and responsive service to clients in person, by telephone, and by email.
Help respond to routine client questions and direct more complex inquiries to the appropriate team member.
Keep clients and advisors informed about the progress of service requests.
Build positive relationships through clear communication, reliability, and attention to detail.

Advisor and Team Support

Coordinate calendars, schedule appointments, and assist with client meeting preparation.
Prepare meeting materials, reports, documentation, and follow-up items.
Support Wealth Advisors with activities related to client service and business development.
Communicate effectively with advisors, clients, operational departments, and other internal partners.
Contribute to a collaborative, respectful, and team-first working environment.

Account Administration and Operations

Assist with opening, updating, and maintaining client files.
Process routine account instructions and follow up to ensure requests are completed.
Support deposits, withdrawals, transfers, currency conversions, and other account-related activities within the responsibilities of the role.
Maintain accurate records and help keep client documentation complete and current.
Monitor outstanding items and follow through with the appropriate colleagues or departments.

Compliance and Risk Management

Follow established policies, procedures, and risk-management requirements.
Protect confidential client information and maintain accurate documentation.
Identify missing information or potential issues and escalate them appropriately.
Complete assigned work carefully, consistently, and within required timelines.

What You Bring:

Education and Experience:

A college diploma in a related field.
At least one year of relevant experience in banking operations, customer service, administration, financial services, or a related environment.
Experience working with clients and handling confidential information is an asset.
An interest in developing a career in wealth management.

Skills and Capabilities

Strong client-service and interpersonal skills.
Clear written and verbal communication.
Good working knowledge of Microsoft Office.
Strong organization and priority-management skills.
Careful attention to detail and accuracy.
Ability to manage several requests and deadlines in a fast-paced environment.
Ability to work independently while contributing positively to a larger team.
Sound judgment and the willingness to ask questions or escalate issues when appropriate.

Personal Attributes

Client-focused and professional.
Dependable, accountable, and respectful.
Curious and committed to continuous learning.
Adaptable and comfortable with changing priorities.
Proactive in communicating progress and following through.
Collaborative, positive, and willing to support the team.

Why Join the Angus Watt Advisory Group?

Build a strong foundation for a career in wealth management.
Learn alongside experienced Wealth Advisors and wealth management professionals.
Gain exposure to client service, investment operations, financial planning, and account administration.
Participate in structured learning, coaching, and practical development.
Join a collaborative and values-driven team.
Make a meaningful contribution to the experience we provide our clients.

Ready to Build Your Career?

At the Angus Watt Advisory Group, your growth is important to us. If you are committed to learning, enjoy helping clients and colleagues, and take pride in accurate, dependable work, we would welcome the opportunity to meet you.

Apply today and bring your experience, curiosity, and commitment to exceptional service to our team.

Languages: English
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 responsive client service, coordinate appointments and meeting preparation, and support Wealth Advisors and internal partners. Maintain client files, process routine account activities, track outstanding requests, and follow compliance, risk-management, and confidentiality requirements.

Requirements

A college diploma in a related field and at least one year of relevant experience in banking operations, customer service, administration, financial services, or a related environment are required. Candidates should have strong communication, organization, accuracy, and client-service skills, be comfortable handling confidential information, and be interested in developing a career in wealth management.

Skills

Accountability
Client Service
Communication
Critical Thinking
Cybersecurity
Attention To Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Standards 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
Financial Planning
Investment Management
Client Service
Banking Operations
Account Administration
Client Accounts
Account Opening
Account Maintenance
Deposits
Withdrawals
Transfers
Currency Conversions
Compliance
Risk Management
Confidential Information
Microsoft Office
Client Documentation
Meeting Preparation
Business Development
Information Analysis
Cybersecurity
Communication
Problem Solving
Organization
Multitasking
Teamwork

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