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Added 4 mins ago
BR
Human Resource Generalist
BDO Recruitment Services - Canada
Woodstock, ON
- Full-time
…maintains positive employee relationships while supporting smooth business…
Added 4 mins ago
CM
2026-063 - PFT Senior Financial Analyst
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- Full-time
…reconciliations, and complex financial models. Acting as a trusted business partner, the position provides financial expertise and recommendations to managers and senior leadership,…
Added 20 mins ago
TP
Business Development Manager
T&T Power Group
Canada
- Full-time
…and industrial electrification projects. If you're a driven business developer who thrives on building relationships, creating opportunities, and closing complex capital projects, your…
Added 20 mins ago
NI
Account Manager
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- Full-time
…you excel at translating complex technical capabilities into business ROI and want full ownership of your earning potential, we want you on our…
Added 20 mins ago
SS
Rental Coordinator
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- Full-time
Added 20 mins ago
NL
IT Generalist
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- Full-time
Must have a valid passport and be able to travel to US frequently as per business needs.
Added 20 mins ago
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Founding Business Development Representative
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- Full-time
We’re hiring an energetic Business Development Representative to own outbound pipeline generation from the ground up. You’ll partner directly with the Head of Sales and the founders to…
Added 20 mins ago
A
Head of Sales
Anchorbase
Toronto, ON
- Full-time
Added 20 mins ago
A
Business Development Representative
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- Full-time
We are looking for a Business Development Representative to help drive the next stage of Anchorbase’s growth.
Added 20 mins ago
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- Full-time
Prepare high-quality documentation and present technical results to stakeholders at varying levels of technical depth across all parts of the business
Added 20 mins ago
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Talent Acquisition Partner
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- Full-time
…engineering, and scientific roles, and will provide support for business roles as needed. This role combines recruitment execution with trusted talent partnership, requiring strong…
Added 20 mins ago
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Manager, Financial Planning & Analysis
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- Full-time
…cross-functionally to gather input and align assumptions across the…
Added 20 mins ago
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Business Development Coordinator
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- Full-time
The Business Development Coordinator supports the Director of Strategic Partnerships in building and maintaining General Fusion's network of technical collaborations with national labs,…
Added 49 mins ago
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Business Technology Solutions Manager
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- Full-time
The Business Technology Solutions Manager is responsible for on going management of the cross service line technology solution, including facilities, projects, space/occupancy planning,…
Added 49 mins ago
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Construction Estimator
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AB · Edmonton, AB
- Full-time
Work with project management and business development to determine budgeting, general conditions and strategic position for project opportunities being considered
Added 49 mins ago
O
Customer Success Manager
Occupier
Remote, Canada
- Full-time
- Remote
Domain Experience: 3+ years of experience in a customer-facing role, such as customer success, professional services, business development, or account management within a fast-growth or…
Added 50 mins ago
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Added 1 hour ago
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Senior Software Engineer, Java - 12 Month Contract
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Toronto, ON
- Full-time
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Added 1 hour ago
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- Full-time
As a Material Handler in our Molds Business, you are responsible for receiving, processing, sorting and delivering incoming material to appropriate work areas and/or responsible for…
Added 1 hour ago
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Added 1 hour ago
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Financial Manager - PLM (Product Line Mgmt)
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Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 1 hour ago
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Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
The Finance Director serves as a strategic business partner to the Leadership Team in support of Husky’s Global Service Business and Customer Success Management strategy. This role provides…
Added 1 hour ago
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- Full-time
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Added 1 hour ago
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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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