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Added 22 mins ago
BE
Operations Assistant
Bluestar Equity
Barrie, ON
- $50,000 to $55,000 CAD / year
- Full-time
Bluestar Professional Services Inc. is a growth-focused investment office that acquires and operates businesses across Canada and the United States. Across all our companies, we are…
Added 22 mins ago
YL
Solicitor
Yaletown Law Corporation
Vancouver, BC
- Full-time
Direct contact with clients, realtors, lenders and other counsel, backed by an experienced legal assistant and conveyancing team
Added 53 mins ago
Christmas Hamper Program Assistant- Casual/On-Call
Smithers Community Services Association
Smithers, BC
About Smithers Community Services Association
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Quebec, 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 1 hour ago
BC
Receptionist, Hospitality Representative (11:30 a.m. - 7:30 p.m.)
Blake, Cassels & Graydon LLP
Toronto, ON
- Full-time
…has an immediate opening for a Receptionist/Boardroom Booking Assistant to join the Boardroom Services team in the Toronto office. The required hours of work for this position are 11:30…
Added 1 hour ago
3S
Legal Administrative Assistant
3 Step Recruitment Inc.
Hamilton, ON
- Full-time
Our client, an established law firm, is seeking an experienced Legal Administrative Assistant to join their Commercial Real Estate team.
Added 2 hours ago
Rehab Assistant
Bayshore
Brantford, ON
Bayshore HealthCare is one of the Canada’s leading providers of home and community health care services and is a privately owned company. Bayshore HealthCare is proud to showcase its…
Added 2 hours ago
Rehab Assistant
Bayshore
Timmins, ON
Bayshore HealthCare is one of the Canada’s leading providers of home and community health care services and is a privately owned company. Bayshore HealthCare is proud to showcase its…
Added 2 hours ago
SF
Administrative and Payroll Assistant (Contract)
SGGG Fund Services Inc.
Toronto, ON
- $58,000 to $63,000 CAD / year
- Contract
We are hiring an Administrative and Payroll Assistant to join our Office Management Team. This role is ideal for someone beginning their administrative career and looking to gain experience…
Added 2 hours ago
E
Medical Review Officer Assistant
ECMM
Dartmouth, NS
- Contract
Job Posting: Medical Review Officer Assistant
Added 2 hours ago
UH
Rehabilitation Assistant, PTA/ OTA
University Health Network
Toronto, ON
- Part-time
Standard First/Aid Basic Rescuer Cardio-Pulmonary Resuscitation (C.P.R.) certification required
Added 2 hours ago
SC
Child and Youth Counsellor I, Benjamin Road (Casual) - 6275E
Starling Community Services
Waterloo, ON
- Part-time
Access to our Employee and Family Assistant Program which provides free and confidential counselling, resources and services.
Added 2 hours ago
PC
Administrative Assistant (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
Job Description Summary Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking…
Added 2 hours ago
OC
BILINGUAL CLIENT SERVICES ASSISTANT
Ontario College of Teachers
Toronto, ON
- $55,503 to $61,452 CAD / year
- Full-time
Bilingual Client Services Assistant, Client Services Unit
Added 2 hours ago
Administrative & Payroll Assistant (contract)
SGGG Fund Services Inc.
Toronto, ON
We are hiring an Administrative and Payroll Assistant to join our Office Management Team. This role is ideal for someone beginning their administrative career and looking to gain experience…
Added 3 hours ago
IF
Administrative Assistant
iA Financial Group
Toronto, ON
- Full-time
…confident and secure about their future? As an Administrative Assistant, you will be responsible for providing essential administrative support and client service coordination to our team…
Added 3 hours ago
FC
Client Transitions Manager
Fidelity Canada
Toronto, ON
- Full-time
…and a diverse product lineup. The team is comprised of sales, client management, consultant relations, and products & marketing…
Added 3 hours ago
P
Administrative Assistant (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking environment, often working…
Added 3 hours ago
HS
Support Services Worker - Temporary Full Time
Hopewell Support Services
Guelph, ON
- Full-time
Are you a compassionate Support Services Worker ready to make a meaningful impact in the lives of others in our Montana Location?
Added 3 hours ago
NW
Intake & Outreach Assistant
Newcomer Women's Services Toronto
Toronto, ON · Etobicoke, ON
- Full-time
The Intake & Outreach Assistant supports NEW’s client recruitment, community outreach, intake and registration activities. The position works primarily in the community, including at…
Added 3 hours ago
LC
Pharmacy Assistant - CPS
Loblaw Companies Limited
Richmond Hill, ON
- Full-time
Looking for a career that offers a peaceful and high-tech work environment? Look no further than Central Pharmacy Services, - where tranquility and innovation go hand in hand. Our workplace…
Added 4 hours ago
Senior Contract Specialist
BGBx
ON
The Senior Contract Specialist manages BGBx's contracts from start to finish across both the client side and the vendor side. That covers drafting, negotiation, execution, renewal and…
Added 4 hours ago
QM
Secrétaire notariale / Notarial Secretary
Quantum Management Services Ltd.
Montreal, QC
- $80,000 CAD / year
- Full-time
- Offrir un service à la clientèle exceptionnel et assurer une expérience client professionnelle
Added 4 hours ago
SD
Pharmacy Assistant - CPS
Shoppers Drug Mart
Richmond Hill, ON
- Full-time
Looking for a career that offers a peaceful and high-tech work environment? Look no further than Central Pharmacy Services, - where tranquility and innovation go hand in hand. Our workplace…
Added 4 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Full-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.

National Bank of Canada

Associate

Trois-Rivières, QC, Canada
Greater Trois-Rivieres Metropolitan Area, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 7, 2026
Posting language: English
Posted: Nov 7, 2026

Original job description

A Career as an assistant at National Bank Financial Wealth Management within an Advisory Group Beauchamp, Beaulieu, Toupin, 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
Investment Representative License an asset (Canadian Investment Regulatory Examination (ERCI)).

#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 client service and facilitate communication among clients, wealth advisors, and other collaborators. Analyze client accounts, process investment transactions, maintain client files, coordinate appointments and meetings, and follow 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; an Investment Representative License is an asset.

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
Financial Services
Investment Brokerage
Client Service
Wealth Advisors
Investment Accounts
Investment Transactions
Account Analysis
Client Files
Appointment Scheduling
Meeting Coordination
Microsoft Office
Banking Operations
Administration
Investment Representative License
Canadian Investment Regulatory Examination
Compliance
Risk Management
Cybersecurity
Hybrid Work

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Work requirements

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