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Added 1 hour ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Working closely with the Commercial Financing Transformation Program Manager (Pillar 5), pillar leaders, initiative owners and delivery teams, you contribute to the operation and evolution…
Added 1 hour ago
NB
Branch Administrator
National Bank of Canada
Oakville, ON
- Full-time
Provide administrative support to the Regional Manager on a variety of tasks
Added 2 hours ago
Human Resources Administrator
Bayshore
Thunder Bay, ON
As the Human Resources Administrator, you will support daily HR operations under the direction of the Human Resources Manager. You will assist with human resources functions, perform…
Added 3 hours ago
QM
Senior Accountant
Quantum Management Services Ltd.
Toronto, ON · North York, ON
- $70,000 to $82,000 CAD / year
- Full-time
Our client, a well-established not-for-profit organization, is seeking a Senior Accountant to join their Finance team. This hands-on role will be responsible for supporting the…
Added 6 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 6 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
The Facility Solutions Manager is responsible for the business operations of an assigned client contracted service area. This is an outside, B2B account management position that provides…
Added 6 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
The Facility Solutions Manager is responsible for the business operations of an assigned client contracted service area. This is an outside, B2B account management position that provides…
Added 9 hours ago
LS
Operations and Club Services Manager - Permanent - 19637
LRO Staffing
Ottawa, ON
- Full-time
Our client, a well-established community sports organization in Nepean, is seeking an organized, service-oriented, and proactive Operations & Club Services Manager to support the day-to-day…
Added 9 hours ago
TE
Junior Hydrogeologist
True Environmental
Whitehorse, YT
- Full-time
…people can grow their careers and are challenged to solve our client’s toughest environmental…
Added 9 hours ago
J
Accounting firm manager - business services
JobsMedia.io
Montreal, QC
- Full-time
Do you have experience working in this field?
Added 9 hours ago
GR
Account manager - sales
G&J Resources Inc
Markham, ON
- Full-time
Work with the marketing department to understand and communicate marketing messages to the field
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
…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…
Added 10 hours ago
NB
Manager Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 11 hours ago
Fund Accountant
SGGG Fund Services Inc.
Toronto, ON
We are seeking an organized and detail-oriented Fund Accountant to join our team. Reporting to the Manager, Fund Accounting, this entry-level role supports operational excellence by…
Added 11 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…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…
Added 11 hours ago
AH
Manager
Alberta Health Services
Fort McMurray, AB
- Full-time
…in providing quality patient and family-centred care as the Manager of the Clinical Support Services and Allied Health Teams. Your superior communication skills will be vital as you build…
Added 11 hours ago
C
Psychogeriatric, Case Manager
Cota
Toronto, ON
- Part-time
The Psychogeriatric, Case Manager provides case management support and care for the over all well-being of service users. The Psychogeriatric, Case Manager will provide support to service…
Added 14 hours ago
A
Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time
Added 14 hours ago
GC
Project Manager, Calgary
GUNN Consultants
Calgary, AB
- Full-time
…Consultants. They are the primary point of contact for the client and manage many of the day-to-day activities relating to the project. This role is suited to an experienced Project Manager…
Added 14 hours ago
BE
MPD Technology - Automation Manager
Beyond Energy Services and Technology Corp.
Calgary, AB
- Full-time
The MPD Automation Manager owns the full controls and electrical lifecycle of our Managed Pressure Drilling systems, from concept to rig-site support. This covers PLC and HMI software,…
Added 15 hours ago
Segment Interface Manager
Bechtel Corporation
Toronto, ON
We are seeking an Interface Manager to drive the resolution of interfaces between the civil and railway systems contracts on the Ontario Line. The individual needs to have a strong…
Added 15 hours ago
T
Personal Banking Associate (Future opportunities) - Montreal East (full-time)
TD
L'Assomption, QC · Lachenaie, QC · Mascouche, QC · Montreal, QC · Repentigny, QC · Terrebonne, QC
- Full-time
· Post-Secondary or Undergraduate degree (in related field) preferred
Added 15 hours ago
NI
Field Service Specialist (Nisku)- Completion Tools
NOV Inc.
Nisku, AB
- Full-time
All applicable Field Service on-site ticket requirement as per HSE Manager and client requirements;
Added 15 hours ago
T1
Assistant District Manager
Tier 1 Energy Holdings LLC
Leduc, AB
- Full-time
The Completions Assistant District Manager supports the District Manager in the day-to-day execution of Completions operations within the district. The position serves as a key operational…
Added 15 hours ago
Nurse 2 - Women's Mental Health and Addiction In-House Treatment
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to the Manager Health Services and working within an integrated multi-disciplinary team, nurses are required to provide services to adult clients engaged in addiction treatment.…

National Bank of Canada

Associate

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

Full-time

Apply 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 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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