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Added 13 mins ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
A career as an Associate in the Evolution Wealth Management team at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and…
Added 14 mins ago
Tax - Tax Associate
Segal GCSE LLP
Toronto, ON
…strategic tax planning and client management initiatives. As Tax Associate, you’ll work as part of a team to collaborate, design, and solve complex business issues from strategy to…
Added 14 mins ago
Associate Dentist
Passion Dental Group Inc.
Victoria, BC
We’re looking for an Associate Dentist who is passionate about providing exceptional patient care while building meaningful relationships with patients and colleagues alike.
Added 14 mins ago
SG
Enterprise - Intermediate Associate
Segal GCSE LLP
Toronto, ON
- $58,000 to $72,000 CAD / year
The Enterprise Intermediate Associate completes compilation engagements and assigned sections of larger or more complex client files with increased independence and limited supervision.…
Added 27 mins ago
UO
Advancement Proposal Writer
University of Manitoba
Winnipeg, MB
- $56,966 to $80,280.2 CAD / year
- Full-time
…discovery and advancement. Our momentum is propelled by our campus community – UM faculty, staff and students whose determination and curiosity shape our world for the better. Our teaching,…
Added 27 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Bridgewater, NS
- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
Added 27 mins ago
WC
(CAN) Relief Pharmacist, Full Time
Walmart Canada
Saskatoon, SK
- Full-time
Added 28 mins ago
Coordinator, Recruitment & Admission
Simon Fraser University
Burnaby, BC
…essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging…
Added 42 mins ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
Halifax, NS
- Full-time
…analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales results…
Added 44 mins ago
Sales Associate
EssilorLuxottica Group
Saskatoon, SK
…technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees around the world in driving the transformation of the eyewear and eyecare…
Added 44 mins ago
Customer Experience Associate - Baie Verte, NFLD - 30 hours/week (275496)
Scotiabank
Baie Verte, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 44 mins ago
Research Officer (PT, Term)
University of Toronto
Toronto, ON
Under the supervision of the chair and Associate Chair/Graduate, the Research Officer will be responsible for overseeing and conducting research, liaising with the community to initiate…
Added 1 hour ago
CH
Cook I
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
Concord Hospitality invests in our associates by providing training and development at all levels. Our “Associate First” culture supports and inspires personal development both within the…
Added 1 hour ago
CH
Cook II
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
Concord Hospitality invests in our associates by providing training and development at all levels. Our “Associate First” culture supports and inspires personal development both within the…
Added 1 hour ago
CH
Host / Hostess
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
Concord Hospitality invests in our associates by providing training and development at all levels. Our “Associate First” culture supports and inspires personal development both within the…
Added 1 hour ago
CH
Busser/Food Runner
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
Concord Hospitality invests in our associates by providing training and development at all levels. Our “Associate First” culture supports and inspires personal development both within the…
Added 1 hour ago
CH
Banquet Server
Concord Hospitality Enterprises
AB · Calgary, AB
- Part-time
Concord Hospitality invests in our associates by providing training and development at all levels. Our “Associate First” culture supports and inspires personal development both within the…
Added 1 hour ago
C
Home Centre Associate (Part-Time) - Red Deer Home Centre - Central Alberta Co-op
Co-op
Red Deer, AB
- Part-time
Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 1 hour ago
CO
Associate Orthodontist - Smile Big Orthodontics
Corus Orthodontists
AB · Alberta, Canada
- Full-time
Associate Orthodontist – Partnership Opportunity
Added 1 hour ago
CO
Associate Orthodontist - Paleczny Orthodontics
Corus Orthodontists
Quebec, QC
- Internship
Associate Orthodontist – Partnership Opportunity
Added 1 hour ago
CO
Associate Orthodontist - Tremblay Orthodontics
Corus Orthodontists
Vancouver, BC
- Full-time
…confident smiles. As we continue to serve our expanding patient community, we are looking for an Associate Doctor who shares our values and wants to contribute to our warm, highly…
Added 1 hour ago
CO
Associate Orthodontist - Shoreline Orthodontics
Corus Orthodontists
Campbell River, BC
- Full-time
…emphasis on patient experience, clinical excellence, and genuine community connection. As our practices continue to grow, we are looking for an Associate Orthodontist who shares our values,…
Added 1 hour ago
SE
Quality Control Inspector/Tester
Schneider Electric
AB · Edmonton, AB
- Full-time
Two-Year Associate Degree in IET, Electrical Engineering Technology, GET, or related field is required.
Added 1 hour ago
Customer Experience Associate - Bovaird & Mountainash Branch (30 Hours/Week)
Scotiabank
Brampton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Manufacturing Associate
Molson Coors
BC · Fraser Valley, BC
…hitting the streets together to build parks, giving back to the community is part of our culture and who we…

National Bank of Canada

Technology Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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!

Apply About employer

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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