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Added 1 min ago
FH
Clinical Counsellor, Reproductive Mental Health Program
Fraser Health Authority
New Westminster, BC
- $44.85 to $56.02 CAD / hour
- Other
Reporting to the Manager, Clinical Operations and in collaboration with the Reproductive Mental Health Program team, the Clinical Counsellor provides individual, couples and group clinical…
Added 1 hour ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
Joining National Bank means working with a team of specialists who support innovative companies at every stage of their growth journey. As a Senior Treasury Manager within Commercial…
Added 1 hour ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…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…
Added 1 hour ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Lead engagement teams, manage project budgets, and ensure timely delivery of high-quality client service.
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 2 hours ago
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Toronto, ON
- Part-time
…helping millions of fans experience it, we want you on our…
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Toronto, ON
- Full-time
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Added 3 hours ago
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Connective
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Participates in team meetings as instructed by the Program Manager.
Added 4 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 4 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
Sales Associate
Laura Canada
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Added 5 hours ago
LH
Kinesiologist
Lifemark Health Group
Victoria, BC · Greater Victoria Metropolitan Area
- $20.15 to $29.56 CAD / hour
- Full-time
…Canadians through movement. While physiotherapy remains a core service, Kinesiology is integral in promoting our clients’ healing and improving recovery time. We believe when you move…
Added 5 hours ago
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Occupational Therapist
Lifemark Health Group
Langley (District), BC · Langley, BC
- $40 to $60 CAD / hour
- Full-time
(Based on experience; option to work under a variable pay model, including a Fee for Service is available)
Added 5 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Full-time
The Credit Team Lead protects the business from credit risk by reducing overdue receivables and lowering the cost of carrying accounts receivable. This role leads a team of credit…
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AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
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Oracle Fusion Financial Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
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Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 5 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 5 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 5 hours ago
AC
Supply Chain Manager
Aston Carter
Acheson, AB
- $52 to $62 CAD / hour
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Added 5 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
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AB · Edmonton, Alberta
- $90 to $150 CAD / hour
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Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
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Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 6 hours ago
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Elevated Support Senior Specialist
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Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
As a Senior Specialist, Elevated Support, you will be on the front lines of the client's Community Support team, handling the most sensitive, urgent, and/or high-stakes cases for our valued…
Added 7 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, AB
- $38 to $42 CAD / hour
- Full-time
The Credit Team Lead protects the business from credit risk by reducing overdue receivables and lowering the cost of carrying accounts receivable. This role leads a team of credit…
Added 7 hours ago
O
Chief Compliance Officer
Objectway
Toronto, ON
- $180,000 to $200,000 CAD / year
- Full-time
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Added 7 hours ago
TU
Business Development Manager
The Universal Group
Prince George, BC
- Full-time
…2026, has an exciting opportunity for a Business Development Manager within our Sales team. The Business Development Manager plays a key role in driving revenue growth within the Prince…

National Bank of Canada

Associate

Baie-Comeau, QC, Canada

Full-time

Apply About employer

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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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