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Added 6 mins ago
W
(CAN) Overnight Lead Department Manager
Walmart
Kamloops, BC
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 21 mins ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 21 mins ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 1 hour ago
Account Manager
Amrize
AB · Calgary, AB
Join Amrize as a Account Manager and help construct what's next. If you're ready to put your skills to work on projects that matter - and build a career with a company that’s building North…
Added 2 hours ago
W
(CAN) Customer Service Manager
Walmart
Kelowna, BC
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 3 hours ago
R
Relationship Manager Intern, Commercial Financial Services
RBC
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 3 hours ago
RB
Relationship Manager Intern, Commercial Financial Services
Royal Bank of Canada
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 4 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Kelowna, BC
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 5 hours ago
IC
Human Resources Specialist (Recruitment & Talent Outreach)
International Civil Aviation Organization
Montreal, QC
- Full-time
Added 5 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 6 hours ago
Site Security Coordinator
EBC Inc.
Ottawa, ON
CISM (Certified Information Security Manager)
Added 7 hours ago
TU
Business Development Manager
The Universal Group
Prince George, BC
- Full-time
5+ years of experience in outside sales roles, specifically as an Account Manager, prioritizing new business development.
Added 9 hours ago
T
Account Manager
TransPerfect
Montreal, QC
- Full-time
The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and…
Added 9 hours ago
T
Account Manager
TransPerfect
Toronto, ON
- Full-time
The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and…
Added 10 hours ago
WC
Customer Service Manager
Walmart Canada
Port Hawkesbury, NS
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 10 hours ago
KE
Sulphur Labourer
KBL Environmental Ltd.
Leduc, AB
- Full-time
Paid training and development opportunities, Manager training program, formal Employee Recognition program
Added 10 hours ago
WC
(CAN) customer Service Manager
Walmart Canada
Uxbridge, ON
- $15 CAD / hour
- Contract
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 10 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Tsawwassen, BC
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 10 hours ago
TT
Quality Engineering Intern
TTM Technologies
Toronto, ON
- Full-time
Mentors: Quality Director and Continuous Improvement Manager
Added 10 hours ago
KN
Remote Senior Amazon Operations Manager (Full-Time)
Kasha Nutrition
Remote, Canada
- Full-time
- Remote
We want someone who runs the account like their own business and thinks in systems.
Added 11 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 12 hours 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 13 hours ago
TT
Quality Engineering Intern
TTM Technologies
Toronto, ON
- Full-time
Mentors: Quality Director and Continuous Improvement Manager
Added 13 hours ago
W
(CAN) Customer Service Manager
Walmart
Tsawwassen, BC
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 14 hours ago
TL
Manager, Commercial Expansion
Teli Labs
Vancouver, BC
- Full-time
We’re looking for a thoughtful, curious, and driven Sales Manager to lead a team of Commercial Account Executives focused on growing existing customer relationships. You’ll coach and…

National Bank of Canada

Associate

Baie-Comeau, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 8, 2026
Posting language: English
Posted: Nov 8, 2026

Original job description

A career as an Associate in the Wealth Management team at National Bank, 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. More specifically, in the Champlain Group team, Filiatrault Normand Beaulieu.

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
ERCI (Canadian Investment regulatory Review): An asset.

#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 service to wealth management clients and coordinate communication among clients, advisors, and other collaborators. Analyze client accounts, process investment account transactions, maintain client files, coordinate advisor schedules 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 prioritization skills; Canadian Investment Regulatory Review experience 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
Flexible Work Arrangements
Flexible Leave

Visa sponsorship

Not detected in the job text

Keywords

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

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