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Added 10 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Constant, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 10 mins ago
WU
Associate Director, Leadership Programs
Western University
London, ON
- Full-time
Reporting to the Director, Leadership and Organizational Development, the Associate Director, Leadership Programs leads Western’s leadership development program portfolio, ensuring…
Added 10 mins ago
IT
Associate System Administrator
InTandem Talent
Richmond Hill, ON
- Full-time
Octacom is an enterprise software and services company focused on document and data management solutions. Founded in 1976 and headquartered in Richmond Hill, Ontario, Octacom specializes in…
Added 10 mins ago
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Associate System Administrator
Octacom
Richmond Hill, ON
- Full-time
Octacom is an enterprise software and services company focused on document and data management solutions. Founded in 1976 and headquartered in Richmond Hill, Ontario, Octacom specializes in…
Added 25 mins ago
P
Indirect Tax, Senior Associate
PwC
Vancouver, BC
- Full-time
A career in our Indirect Tax practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever-changing…
Added 25 mins ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 25 mins ago
T
Canadian Commercial Banking Associate
TD
Ottawa, ON
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 25 mins ago
T
Customer Experience Associate - Cantonese or Punjabi Language Skills an Asset
TD
Vancouver, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 25 mins ago
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Personal Banking Associate - Montreal-North Branch
TD
Montreal, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 25 mins ago
C
Associate Relationship Manager
CIBC
Kamloops, BC · Kelowna, BC · Victoria, BC
- Full-time
…closely with a Relationship Manager, Business Banking to support client origination, relationship and portfolio management processes as well as assist with client specific financing and…
Added 25 mins ago
C
Financial Services Associate, Imperial Service
CIBC
Niagara Falls, ON · Niag.Falls-Lundys Lane&Leonard
- Full-time
…help high value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative…
Added 25 mins ago
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Client Engagement Associate [Hourly] (Contract/Secondment)
CIBC
Exeter, ON
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 25 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Saskatoon, SK
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 40 mins ago
MF
Associate, Client Services
Municipal Finance Authority of British Columbia
Victoria, BC
- Full-time
As the Associate, Client Services, you’ll be part of a dynamic team, supporting daily activities and contributing to longer-term projects. Often the first point of contact for many of our…
Added 40 mins ago
LO
Aftercare Associate
Lap of Love Veterinary Hospice
Toronto, ON
- $45,000 to $46,000 CAD / year
- Full-time
Location: Field-based (driving to client and veterinarian homes and clinics across the GTA) and on-site at our aquamation centre at 181 Weston Road in Toronto, ON
Added 40 mins ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 40 mins ago
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Personal Banking Associate
BMO
Waterloo, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 40 mins ago
Project Associate (Permanent)
Babcock
Victoria, BC · Halifax, NS · Ottawa, ON
Working for us, you’ll help ensure that Canada’s critical services and assets are readily available, reliable, and capable for our defence and civil customers and contribute to Babcock’s…
Added 40 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Laval, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 55 mins ago
R
Private Banker
RBC
Calgary, AB
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 55 mins ago
RB
Private Banker
Royal Bank of Canada
Calgary, AB
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 55 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
Execute on client requests and transactions as necessary and prepare client review materials, correspondence and reports
Added 1 hour ago
OC
Wealth Associate
Options Consulting Solutions
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
As a Wealth Associate / Senior Wealth Associate, you'll work closely with experienced wealth management professionals to support client relationships and deliver comprehensive financial…
Added 1 hour ago
NB
Associate
National Bank of Canada
Quebec, 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
Associate
National Bank of Canada
Rivière-du-Loup, 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…

National Bank of Canada

Associate

Quebec, QC, Canada

Full-time

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Job details

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

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More about this job

Responsibilities

Provide exceptional service to wealth management clients and support wealth advisors through communication, account analysis, investment transactions, and client file maintenance. Coordinate advisor schedules and meetings while 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 prioritization skills.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention to Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Solution Implementation
Compliance

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 Accounts
Investment Transactions
Client Service
Customer Service
Wealth Advisors
Account Analysis
Business Development
Client Files
Appointment Scheduling
Meeting Coordination
Microsoft Office
Compliance
Risk Management
Cybersecurity
Communication
Organization
Prioritization
Banking Operations

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