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Added 2 mins ago
TM
Client Service Project Manager - Financial Print (2nd Shift)
Toppan Merrill
Toronto, ON
- $20 to $40 CAD / hour
- Full-time
Toppan Merrill has an exciting opportunity for a Client Service Project Manager - Financial Print - 2nd Shift to join our #hybrid Toronto, ON team. In this role, you will provide…
Added 2 mins ago
T
Customer Experience Associate
TD
Vaughan, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 2 mins ago
SL
Business Development Consultant
Sun Life
Toronto, ON
- Full-time
· Run business assessments to identify opportunities and support advisors to improve business performance and Client engagement.
Added 2 mins ago
MI
Director - Subadvisory Relationships
MFS Investment Management
Toronto, ON
- Full-time
Organize and coordinate MFS resources for client roadshows, events, due diligences, webinars, recommended list opportunities and strategy updates
Added 2 mins ago
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Associate
BMO
Toronto, ON · FCP
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 2 mins ago
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Personal Banking Associate
BMO
Oshawa, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 17 mins ago
BW
Family Lawyer
Branion Williams Recruiting Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Family Law Associate(s) – 3+ Years | GTA North / Hybrid
Added 17 mins ago
FR
Security Concierge
FirstService Residential Canada
Richmond Hill, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
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Weekend Security Concierge
FirstService Residential Canada
Hamilton, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 17 mins ago
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Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
…in the physical building which could cause injury or loss of client’s…
Added 17 mins ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 17 mins ago
HR
Specialist, Designated Sales Associate - Denim
Holt Renfrew
Toronto, ON
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 17 mins ago
BH
Sales Associate
Baywest Homes
Calgary, AB
- Full-time
Since our beginning in 1985, Baywest Homes has been known for innovative, client-focused design, solid construction processes, superior product knowledge and outstanding relationships with…
Added 32 mins ago
AG
Associate Director, Search
Adelphi Group
Toronto, ON
- Full-time
As an Associate Director, Paid Search, you will lead paid social strategy and performance across key platforms including Google Ads, Bing Ads, Amazon Search Ads, ensuring activation aligns…
Added 32 mins ago
KS
Temporary Sales Associate
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Toronto, ON · Yorkdale
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 47 mins ago
C
Temporary Sales Associate
Coach
Markham, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 47 mins ago
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Desktop Technician
CGI
Red Deer, AB
- Full-time
Coordinating work with Client and Third Party Vendors
Added 47 mins ago
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Oracle Exadata Cloud@Customer (ExaCC) Senior DBA Consultant
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Added 47 mins ago
Associate Veterinarian - North Oakville Animal Hospital
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Oakville, ON
Are you a veterinarian who enjoys surgery, values strong client relationships, and wants to work with an experienced, supportive team?
Added 47 mins ago
Associate Veterinarian - North Oakville Animal Hospital
VetStrategy / Daubigny
Oakville, ON
Are you a veterinarian who enjoys surgery, values strong client relationships, and wants to work with an experienced, supportive team?
Added 47 mins ago
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Associate Operations Representative – Deposit Processing
RBC
Saanich, BC
- Part-time
As an Associate Operations Representative, you will be responsible for processing routine data entry and on-line input of transactions, using basic understanding of products and processes…
Added 47 mins ago
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Data Associate - Data Requirements & Quality
TD
Toronto, ON · Montreal, QC
- Full-time
Added 47 mins ago
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Customer Experience Associate
TD
Red Deer, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
MA
HVAC Refrigeration Technician/Associate
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Cambridge, ON
- $40,000 to $60,000 CAD / year
- Full-time
…custom Air Handling Solutions and HVAC Equipment to a vast client base across the US, Canada, and overseas. Over the past 20 years, Mafna has delivered innovative solutions to numerous…
Added 1 hour ago
C
Client Engagement Associate
CIBC
Abbotsford, BC
- Full-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…

National Bank of Canada

Senior Wealth Associate

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 29, 2026
Experience: Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
Posting language: English
Posted: Oct 30, 2026

Original job description

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.

Your job:

Analyze clients’ accounts to recommend business opportunities adapted to their needs.
Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
Develop marketing material to present the service offering for investment advisors.
Coordinate the organization of seminars for clients and plan content for them.
Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
Oversee onboarding, training and coaching for new members of your team.
Supervise the process of onboarding new clients.
Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
Assist investment advisors in preparing annual business plans and monitor progress.

Your team:

National Bank Financial - Wealth Management is the fifth largest investment dealer 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 an investment 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:

Completed college and/or university diploma in a related field
Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite and comfortable with technology
Knowledge of current market trends and activity
Ability to offer exceptional customer service

Languages: English
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

Analyze client accounts and support investment advisors with financial planning, portfolio management, marketing strategies, and annual business plans. Coordinate client onboarding, seminars, marketing materials, account administration, and exceptional customer service, while training and coaching new team members.

Requirements

A related college or university diploma and at least five years of relevant experience in portfolio management, financial planning, marketing and social media, or taxation are required. Candidates must have the Canadian Securities Course and/or Conduct and Practices Handbook Course, complete the Canadian Investment Regulatory Exam, be proficient with Microsoft Office and technology, and understand market trends.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention To Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Standards Compliance
Wealth Management

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
Portfolio Management
Financial Planning
Investment Advisors
Client Account Analysis
Client Onboarding
Customer Service
Marketing Strategy
Marketing Materials
Social Media
Seminar Coordination
Business Planning
Team Training
Team Coaching
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Microsoft Office
Market Trends
Account Management
Taxation
Cybersecurity
Digital Literacy

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