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Added 1 min ago
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Speech Language Pathologist, Neuromotor - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
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- Full-time
Provides assessment, diagnostic and intervention services to children using advanced level clinical skills and knowledge in the specified program area and within the full range of…
Added 16 mins ago
Supplier Quality Engineer
Westerkirk
Calgary, AB
Manage & Monitor the Supplier Certification (Designated Supplier Quality Representative DSQR) program
Added 46 mins ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
…centre environment and get to know your colleagues. The training program uses a hands-on learning approach to help you become familiar with your role, our products, and our…
Added 46 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 hour ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
Investment Representative License an asset (Canadian Investment Regulatory Examination (ERCI)).
Added 1 hour ago
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…friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul…
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- Full-time
8–10 years of relevant, progressively senior experience in strategy, transformation, financial services or a related field.
Added 3 hours ago
Casual Outreach Worker (Tricities)
Connective
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Added 3 hours ago
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Added 4 hours ago
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The Alterations Customer Service Representative (CSR) is a critical role for the successful operation of the Alterations department and completing tasks that contribute to providing…
Added 4 hours ago
DB
Part Time Bridal Sales
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Casual Community Disability Worker I
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Added 4 hours ago
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Children's Outreach Worker
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Toronto, ON · Greater Toronto Area, Canada
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Added 5 hours ago
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Solution Architect
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…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 5 hours ago
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Child Life Specialist, Child and Youth Therapeutic Services, T7 Medical Inpatient - BC Children’s Hospital
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Toronto, ON
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Alterations Specialist
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Cambridge, ON
Communicate how alterations can play an important role in perfecting the dress for her event in partnership with Alterations. Promote all alteration services and personalization options.

National Bank of Canada

Associate

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

Full-time

Apply About employer

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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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