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Added 15 mins ago
MP
Sales Support Associate
Mastronardi Produce
Kingsville, ON
- Full-time
Our Kingsville Head Office Location is currently seeking a Sales Support Associate to join our Sales team. The essential function of this position is to assist the Sales Team with order…
Added 15 mins ago
U
Inventory Control Associate II
UPS
Burlington, ON
- Full-time
This position performs advanced administrative responsibilities including preparation and analysis of more complex reports, compilation of information from various sources, handling small…
Added 15 mins ago
CG
Bilingual Banking Administrator
Compass Group Canada
Mississauga, ON
- Full-time
Now, If You Were To Come On Board As Our Bilingual Banking Associate, We’d Ask You To Do The Following For Us
Added 15 mins ago
U
Inventory Control Associate II
UPS
Burlington, ON
- Full-time
This position performs advanced administrative responsibilities including preparation and analysis of more complex reports, compilation of information from various sources, handling small…
Added 15 mins ago
LU
Communications & Marketing Operations Coordinator
Lakehead University
Thunder Bay, ON
- Full-time
…its central Communications & Marketing team. Reporting to the Associate Vice-President, Communications & Marketing, the Coordinator helps keep the department’s operations running smoothly…
Added 15 mins ago
MI
Senior Associate, Regulatory Reporting (Form PF / CPO-PQR)
MUFG Investor Services
Toronto, ON
- Full-time
Added 15 mins ago
RB
Private Banking Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Added 15 mins ago
TU
Associate Director, Facilities Planning
The University of British Columbia
Kelowna, BC
- $10,459.67 to $15,675.58 CAD / month
- Full-time
Planning and Development (UBC Okanagan), the Associate Director liaises with users and other campus departments. Additional responsibilities include ongoing management and guidance of the…
Added 31 mins ago
SD
Pharmacy Assistant, Hourly Full Time Day
Shoppers Drug Mart
Leduc, AB
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 31 mins ago
SD
Superviseur(e) de l’avant du magasin, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Laval, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 31 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 31 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Constant, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 31 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Trois-Rivières, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 31 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Digby, NS
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 31 mins ago
SD
Pharmacy Assistant, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Burlington, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 31 mins ago
AG
Planning Supervisor
Adelphi Group
Toronto, ON
- Full-time
Execute in-market optimizations and reallocation recommendations under the Associate Director’s guidance.
Added 31 mins ago
W
(CAN) Claims Associate
Walmart
Listowel, ON
- Full-time
The Claims Associate at Walmart Canada plays an important role in supporting inventory accuracy and store profitability by ensuring proper handling of damaged and returned merchandise in…
Added 31 mins ago
IG
Operations Associate
Insight Global
Toronto, ON
- $21 to $22 CAD / hour
- Contract
Added 1 hour ago
S
Operations Clerk
Sysco
Ottawa, ON · Sysco Ottawa
- Full-time
…learning • Sysco product discounts • Preferred vendor discounts • Associate Resource…
Added 1 hour ago
Supervising Associate, Resource Management
EY
Toronto, ON
The Resource Management Supervising Associate is a member of the Assurance Resource Management Team and contributes to the effective deployment of our practitioners and comprehensive…
Added 1 hour ago
TI
Desktop Technologist and DevOps/Cloud Engineer
Teckhorizon Inc
Toronto, ON
- $50 CAD / hour
- Contract
Develop and maintain automated scripts for account provisioning and routine administrative tasks.
Added 1 hour ago
Program Assistant (80% FTE)
University of Toronto
Toronto, ON
Reporting to the Associate Director, the Program Assistant provides front-line assistance and program support to the Faculty’s Minor and Certificate programs and other interdisciplinary…
Added 1 hour ago
RC
Manager, KIMS
Royal College of Physicians and Surgeons of Canada
Ottawa, ON
- Full-time
Reporting to the Associate Director, International Programs and Operations, the Manager, KIMS Program provides operational leadership and implementation of strategic priorities established…
Added 1 hour ago
Sales Associate
Laura Canada
Saint-Sauveur, QC
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 1 hour ago
YI
Software Developer - Internal Automation
YuJa Inc.
Toronto, ON · North York, Ontario
- $80,000 to $90,000 CAD / year
- Full-time
AZ-104 (Microsoft Azure Administrator Associate)

National Bank of Canada

Technology Associate

Winnipeg, MB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 3, 2026
Posting language: English
Posted: Oct 4, 2026

Original job description

A career as an Associate at National Bank is a role where your systems thinking, attention to detail, and interest in finance can have a direct impact on clients and advisors. In this role, you will help a wealth management team execute client instructions, maintain accurate information, navigate internal processes, and keep operational work moving from start to finish.

This position may be a strong fit for someone with a technology, data, operations, or process-improvement background who is interested in building a long-term career in financial services. Prior wealth-management experience is helpful, but the most important qualities are willingness to learn new topics and technology, strong judgment, focus on accuracy and accountability, and comfort working with multiple internal systems.

Your job:

Support wealth advisors in providing superior client service by helping ensure client requests, instructions, documents, and follow-up items are handled accurately and on time.
Carry out deposit, withdrawal, transfer, currency conversion, and other account instructions for investment accounts, with careful review, tracking, and confirmation through to completion.
Prepare, complete, and process account documentation and service requests using internal systems and workflow tools.
Monitor submitted transactions, forms, and requests; identify items that are delayed, rejected, incomplete, or unclear; and work with internal partners to resolve them.
Learn and navigate internal systems and processes, including documentation platforms, workflow tools, ticketing systems, reporting systems, and client record systems.
Use Excel and other tools to organize information, combine and compare data from multiple sources, identify inconsistencies, and prepare preliminary data for financial planning and portfolio reporting.
Run reports, retrieve statements and tax slips, package client documents securely, and support preparation of client meeting materials.
Maintain accurate client information and operational data points, including contact information, beneficiary details, banking instructions, and other key records.
Contribute to continuous improvement by identifying recurring process issues, improving checklists, and helping the team make better use of technology.

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.

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 such as business, finance, accounting, management information systems, computer science, operations, administration, or another field requiring strong analytical, technological, and organizational skills.
Relevant experience in technology operations, data analysis, process coordination, financial services, banking operations, insurance, or another role requiring accuracy and follow-through is an asset.
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course, or willingness to complete required industry courses if applicable to the role.
Strong digital literacy and comfort learning new systems, workflow tools, and internal platforms.
Strong Excel skills and comfort working with data from multiple sources.
Excellent attention to detail and a careful approach to high-risk tasks, especially financial transactions and client documentation.
Strong problem-solving skills, including the ability to investigate unclear issues and determine the next appropriate step.
Clear, accurate, and professional communication skills for client service and internal follow-up.
Collaborative mindset, high work ethic, and willingness to ask questions when something is uncertain.

#INDGP
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!

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More about this job

Responsibilities

Support wealth advisors by accurately processing client instructions, account transactions, documentation, and service requests, and track issues through to resolution. Maintain client and operational records, use internal systems and Excel to organize and analyze data, prepare reports and meeting materials, and help improve team processes.

Requirements

A completed college or university diploma in a related field is required, with relevant experience in technology operations, data analysis, process coordination, or financial services considered an asset. Candidates should have strong digital and Excel skills, attention to detail, problem-solving and communication abilities, and a willingness to complete applicable securities industry courses.

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
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

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Accounts
Client Service
Account Transactions
Deposits
Withdrawals
Transfers
Currency Conversion
Account Documentation
Workflow Tools
Ticketing Systems
Reporting Systems
Client Record Systems
Microsoft Excel
Data Analysis
Financial Planning
Portfolio Reporting
Client Records
Process Improvement
Canadian Securities Course
Conduct and Practices Handbook Course
Banking Operations
Cybersecurity
Standards Compliance

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