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Added 15 mins ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 15 mins ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…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…
Added 15 mins ago
TI
Personal Lines and Autoplan Advisor - InsureBC (University) Insurance Services
The InsureBC Group
Vancouver, BC
- Full-time
We are seeking a full-time Insurance Advisor for our office located on UBC Campus. In this role, you will provide exceptional front-line customer service for Personal Lines and Autoplan…
Added 30 mins ago
CF
Compliance Officer, Registrations
CI Financial
Toronto, ON
- Full-time
Conduct reviews of advisor disclosures, including outside activities, criminal disclosures, and other regulatory matters.
Added 1 hour ago
K
Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture, AI use case development, and transformation…
Added 1 hour ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
Added 1 hour ago
J
Legal Researcher (Remote)
Jerry.ai
Remote, Canada
- $80,000 to $110,000 CAD / year
- Full-time
- Remote
Added 1 hour ago
J
Operations Associate (Legal & Compliance)
Jerry.ai
Remote, Canada
- $65,000 to $80,000 CAD / year
- Full-time
- Remote
Added 2 hours ago
Principal Technical Program Manager, MADS
Amazon
Toronto, ON
…delivers: billions of aggregated datapoints that AI agents, machine learning models, and analytics engines around the world now depend on as AI reshapes how advertising is planned and…
Added 3 hours ago
DB
Part Time Bridal Sales
David's Bridal
Hamilton, ON
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 3 hours ago
K
Senior Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…people leadership, and work directly with clients as a trusted advisor within an integrated, technology‑enabled…
Added 3 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
Act as a trusted advisor to your clients, leading them through opportunity discovery and managing the day-to-day relationship across the life of an engagement
Added 3 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
Serve as the senior day-to-day advisor to your clients, leading them through opportunity discovery, managing expectations and stakeholders, and ensuring each engagement delivers measurable…
Added 3 hours ago
Advisor, Safety
Regional Municipality of Wood Buffalo
Fort McMurray, AB
…fostering a culture of inclusion, wellness, and continuous learning, HR supports the organization’s most valuable resource - its…
Added 3 hours ago
LH
Physiotherapist
Lifemark Health Group
Toronto, ON
- $36.92 to $54.14 CAD / hour
- Part-time
Stay current with best practices through continuous learning and professional development.
Added 3 hours ago
LH
Physiotherapist
Lifemark Health Group
Collingwood, ON
- $36.92 to $54.14 CAD / hour
- Internship
Stay current with best practices through continuous learning and professional development.
Added 3 hours ago
LH
Physiotherapist
Lifemark Health Group
Ottawa, ON
- $43 to $54 CAD / hour
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 4 hours ago
MF
Solution Architect
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 4 hours ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 4 hours ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 4 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 4 hours ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture, AI use case development, and transformation…
Added 4 hours ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…Manager. Your mission? Help drive sales growth and build strong advisor…
Added 4 hours ago
TW
Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time, temporary Financial Advisor in Saskatoon, SK at our Eighth branch, with an end date February 2028, you are responsible for understanding our members’ financial goals and…
Added 4 hours ago
VF
Assistant Branch Manager
Valley First
Enderby, BC
- $64,400 to $82,500 CAD / year
- Full-time
The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive…

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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