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Added 8 mins ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 8 mins ago
BT
Senior Tax Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Senior Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 8 mins ago
BT
Tax Manager
Baker Tilly Canada
Courtice, ON
- Full-time
We are looking for a Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you'll collaborate…
Added 8 mins ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 8 mins ago
L
Dairy/Frozen Assistant Department Manager - Full Time
Longo's
Oakville, ON
- Full-time
We are looking for a Dairy/Frozen Assistant Department Manager - Full Time who is passionate about food and enjoys working in a fast paced, team environment!
Added 8 mins ago
CG
Unit Manager (Food Services)
Compass Group Canada
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Think you have what it takes to be our Unit Manager (Food Services)? We’re committed to hiring the best talent for the role. Here’s how we’ll know you’ll be successful in the role.
Added 8 mins ago
DG
Catering Sous Chef
Dexterra Group
Mississauga, ON
- Full-time
Under the general supervision of the Catering Chef Manager, the Sous Chef oversees organizing, planning, preparing and executing the preparation of all catering events.
Added 8 mins ago
FT
Part-Time Professors - Aerospace, Information & Defence Technologies
Fanshawe Toronto@ILAC
London, ON
- Part-time
Reporting to the Program Manager of Norton Wolf School of Aviation and Aerospace Technology, part-time Professors are responsible for teaching courses within the programs and developing an…
Added 37 mins ago
BC
Head of Operations
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
Drive operational excellence initiatives, process optimization, automation, and cost-efficiency programs.
Added 37 mins ago
GE
Blaze Bar & Grill Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Outlets Manager and Outlet Supervisor, the Server is responsible for providing professional, efficient, and attentive food and beverage service to guests in…
Added 37 mins ago
GE
Stage Bar Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Outlets Manager and Outlet Supervisor, the Server is responsible for providing professional, efficient, and attentive food and beverage service to guests in…
Added 37 mins ago
P
Branch Operations Manager, British Columbia
Panasonic
Burnaby, BC
- Full-time
The Branch Operations Manager leads the day-to-day operations of a commercial refrigeration service and installation business in British Columbia. The role is responsible for managing field…
Added 53 mins ago
W
(CAN) Directs Store Delivery Associate
Walmart
New Westminster, BC
- Part-time
…retail environment. In this role, you coordinate and efficiently process direct and local merchandise to ensure timely delivery to the sales floor, supporting a smooth shopping experience…
Added 53 mins ago
W
(CAN) Consumables Associate
Walmart
Regina, SK
- Part-time
…This Associate will function as part of a team to stock and process merchandise and assist customers with their shopping needs, all in a safe and clean environment. If you are looking for…
Added 53 mins ago
TT
Quality Engineering Intern
TTM Technologies
Toronto, ON
- Full-time
Mentors: Quality Director and Continuous Improvement Manager
Added 1 hour ago
RP
Pharmacy Manager
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $50 to $60 CAD / hour
- Full-time
Our hiring process uses AI-enabled tools to assist with the assessment of applications based on job-related criteria. All decisions are made by the hiring team.
Added 1 hour ago
Sales Associate-Retail
Roots
Richmond, BC
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 1 hour ago
SN
Seasonal Team Member, CrossIron Mills
Saje Natural Wellness | Retail
AB · Rocky View County, Alberta
- Contract
…there. </p><h3><br>The impact you'll make:</h3><p>Reporting to the Store Manager, Retail Team Members drive our mission first-hand with our customers: you connect people to the healing…
Added 1 hour ago
CL
Resident Advisor
Campus Living Centres
Calgary, AB
- Full-time
Work in co-operation with other staff including but not limited to: the Residence Life Manager (RLM), the General Manager (GM), the Operations Manager (OM), Residence Service…
Added 1 hour ago
LH
Care Coordinator
Lifemark Health Group
Halifax, NS
- Part-time
Provide administrative support to the Care Coordinator Manager and Clinic Director
Added 1 hour ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 1 hour ago
RP
Counter Sales Representative
Reliable Parts Ltd.
Mississauga, ON
- Full-time
…for candidates participating in all aspects of the selection…
Added 1 hour ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Assist in the implementation and administration of Human Resources systems, programs, and process improvements.
Added 1 hour ago
SC
Operations Analyst - Entry to Mid Level
Sustainability consulting
Canada
- Full-time
Career progression into Senior Operations Analyst, Business Analyst, Operations Manager, Strategy Analyst, or Process Improvement roles.
Added 1 hour ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a member of an interprofessional team, reporting to the Manager of Patient Flow, the RN Care Coordinator provides patient-centered care, supporting patients transitioning from hospital…

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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