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Added 8 mins ago
SM
RQ00838 – Solution Architect – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Hours: 7.25 hours per day, 5 days per week
Added 8 mins ago
BK
restaurant manager
Burger King®
Cornwall, ON
- Full-time
Added 8 mins ago
BK
restaurant manager
Burger King®
Thunder Bay, ON
- Full-time
Added 8 mins ago
3
Territory Manager – Montreal area
360.Agency
Montreal, QC
- Full-time
360.Agency is looking for a Territory Manager.
Added 38 mins ago
SI
Senior Structural Engineer - Bridges
Synectics Inc.
Peterborough, ON
- $100,000 to $135,000 CAD / year
- Full-time
…engineering, along with proven project management experience. Reporting to the Structural Department Manager, the successful candidate will lead projects from initial planning and design…
Added 38 mins ago
BK
restaurant manager
Burger King®
Ottawa, ON
- Full-time
Added 54 mins ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Remote, Canada
- Full-time
- Remote
Senior Services Project Manager – UKG Pro Suite
Added 1 hour ago
AC
Senior Manager, Assurance and Accounting
ACCA Careers
Dryden, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 hour ago
TU
Financial Processing Levels 1-4 (Term Placements)
The University of British Columbia
Vancouver, BC
- Temporary
Reports to UBC Hiring Solutions Manager or designate. Employees are expected to work closely with their onsite client-departmental supervisor.
Added 1 hour ago
LH
Program Resource Worker
Lookout Housing and Health
North Vancouver, BC
- Internship
Must have current Occupational First Aid Level 1 Certificate
Added 1 hour ago
LH
Program Resource Worker
Lookout Housing and Health
North Vancouver, BC
- Internship
Must have current Occupational First Aid Level 1 Certificate
Added 1 hour ago
LH
Program Resource Worker
Lookout Housing and Health
North Vancouver, BC
- Internship
Must have current Occupational First Aid Level 1 Certificate
Added 1 hour ago
R
Manager - Product Control
RBC
Toronto, ON
- Full-time
We are looking for a dedicated Manager - Product Control to join our amazing team! In this role, you will be responsible for the production and execution of all P&L, attestation and…
Added 2 hours ago
RP
HR Business Partnerships Manager
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $80,452.8 to $105,594.3 CAD / year
- Full-time
Reporting to the Senior Director of Human Resources Business Partnerships, the Manager, Human Resources Business Partnerships, is responsible for providing leadership and direction to their…
Added 2 hours ago
FN
Customer Service Representative
Fix Network World
Ottawa, ON · Nepean, ON
- Full-time
…company best practices and measured by LEI results. Review client’s vehicles for related and not related…
Added 2 hours ago
E
Service Automation Technician
Epiroc
Vancouver, BC
- Full-time
Rotational shifts: 7 days on, 7 days off - 12 hour shifts OR 14 days on, 14 days off - 12 hour shifts
Added 2 hours ago
FN
Customer Service Representative
Fix Network World
Ottawa, ON · Kanata, ON
- Full-time
…company best practices and measured by LEI results. Review client’s vehicles for related and not related…
Added 2 hours ago
E
Service Automation Technician
Epiroc
AB · Edmonton, AB
- Full-time
Rotational shifts: 7 days on, 7 days off - 12 hour shifts OR 14 days on, 14 days off - 12 hour shifts
Added 2 hours ago
E
Service Automation Technician
Epiroc
Winnipeg, MB
- Full-time
Rotational shifts: 7 days on, 7 days off - 12 hour shifts OR 14 days on, 14 days off - 12 hour shifts
Added 2 hours ago
RB
Portfolio Manager, External Managers – Alternatives
Royal Bank of Canada
Toronto, ON
- Full-time
We are seeking an experienced Portfolio Manager to support the management of relationships with external fund managers and alternative investment partners. This role involves portfolio…
Added 2 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Canada
- Full-time
Senior Services Project Manager – UKG Pro Suite
Added 2 hours ago
T
Senior Manager, Software Development (Mobile Application)
Tangerine
Toronto, ON
- Full-time
Reporting to the Head of Engineering, Wealth. The Senior Manager of Engineering is responsible for providing leadership and direction on end-to-end technology design and implementation.…
Added 2 hours ago
CU
Graduate Awards, Finance and Planning Officer
Carleton University
Ottawa, ON
- Other
The incumbent must possess the following qualifications: · In addition, the incumbent must have a dedication to the highest level of client service and high expectation for quality
Added 2 hours ago
LS
Senior Project Manager - Permanent - 19607
LRO Staffing
Ottawa, ON
- Full-time
Our private sector client, a fast-growing Ottawa manufacturer of secure, technically complex solutions for defence and government clients, is seeking a Senior Project Manager to join its…
Added 2 hours ago
LS
Production Manager - Permanent - 19639
LRO Staffing
Ottawa, ON
- Full-time
Our private sector client, a well-established Ottawa manufacturer of custom precision sheet metal products and assemblies, is seeking an experienced Production Manager to oversee its…

National Bank of Canada

Associate

Quebec, QC, Canada

Full-time

Apply on LinkedIn 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

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 on LinkedIn About employer

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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Work requirements

Jobs in Canada