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Added 2 hours ago
W
Principal Managing Partner
Workday
Toronto, ON · Canada, ON, Toronto
- Full-time
…Success Plan offering in Canada. The role acts as a trusted advisor and executive liaison, dedicated to cultivating deep and long term relationships with Workday's most strategic clients.…
Added 2 hours ago
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Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
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Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
D
Senior Advisor, Legal and regulatory compliance
Desjardins
Levis, QC
- Full-time
As a senior legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures…
Added 3 hours ago
DB
Part Time Bridal Sales
David's Bridal
Cambridge, ON
- $16 to $25.8 CAD / hour
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 4 hours ago
LH
Physiotherapist
Lifemark Health Group
Walkerton, ON
- Internship
Stay current with best practices through continuous learning and professional development.
Added 7 hours ago
Human Resources Business Partner
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Added 7 hours ago
Student Advisor and Accommodation Specialist, Access and Equity Services
University of Saskatchewan
Saskatoon, SK
Develops and implements accommodation plans for students participating in clinical, practicum, and other experiential learning settings.
Added 7 hours ago
NI
Account Manager
Network Innovations
Calgary, AB
- Full-time
Serve as the primary point of contact and trusted advisor, conducting regular business reviews and advocating for client needs internally with engineering, operations, and support teams.
Added 11 hours ago
NM
Director, Project Controls Red Chris Block Cave
Newmont Mining Corporation
Vancouver, BC
- Full-time
…efficiently, and in line with business objectives. As a trusted advisor to project directors, senior executives, and investment committees, you will translate complex project data into…
Added 12 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
Added 17 hours ago
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System Configuration Specialist / Spécialiste en configuration de systèmes (CS006)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Act as a technical subject matter expert and advisor for critical systems.
Added 19 hours ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
…reporting of complex infrastructure projects. As a trusted advisor, the Senior Project Officer helps researchers navigate funding requirements, institutional processes, financial planning,…
Added 19 hours ago
PH
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Provincial Health Services Authority
Surrey, BC
- Part-time
Heather Finn, Advisor, Talent Acquisition – Physician Recruitment
Added 21 hours ago
BG
Senior Renewable Energy Technical Advisor
BTY Group
Vancouver, BC
- $100,000 to $125,000 CAD / year
- Full-time
…Engineer, Insurance and Offtake advisory Lenders’ Technical Advisor, M&A Due Diligence, and Owner’s Advisory services across wind, solar, and energy storage projects worldwide. We compete…
Added 21 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 21 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…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…
Added 21 hours ago
NB
Senior Advisor AML/ATF Compliance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in the Compliance Programs team at National Bank means acting as a specialist in regulatory compliance related to Anti-Money Laundering and Anti-Terrorist…
Added 21 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 day ago
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SENIOR BUSINESS ADVISOR, OPERATIONS - Montréal, North Shore and Laval
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
Added 1 day ago
KS
Temporary Associate
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- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 1 day ago
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Resident Advisor
Campus Living Centres
Calgary, AB
- Full-time
The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as…
Added 1 day ago
YR
Secondary Long Term Occasional (LTO)/Contract 33.33% Grade 11 Biology
York Region District School Board
Woodbridge, ON
- Contract
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 1 day ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Program Governance and Project Portfolio Management, within Pillar 5 of the Momentum 2030 strategic plan means contributing to the integrated management of a…
Added 1 day ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Promote and foster the advisory approach of the banking advisor model

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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