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Added 1 min ago
NB
Associate
National Bank of Canada
Victoriaville, 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 min ago
ML
Senior Analyst Identity and Access Management
Maple Leaf Foods Inc
Mississauga, ON
- $77,000 to $112,000 CAD / year
- Full-time
As the Senior Analyst Identity and Access Management, you will report to the IAM Manager and play a key role in maturing Maple Leaf Foods’ identity, privileged access management, and Zero…
Added 1 min ago
ML
Category Marketing Manager - Kits
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Full-time
As the Category Marketing Manager, Kits you'll be tasked with leading the next phase of this growing business - developing and executing growth strategies owns developing and executing…
Added 1 min ago
TC
Restaurant Management | Leadership Roles
The Canadian Brewhouse
Kitchener, ON
- Full-time
Assistant General Manager | General Manager Role Responsibilities :
Added 2 mins ago
Produce Overnight - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Toronto, ON
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 2 mins ago
SG
Enterprise - Intermediate Associate
Segal GCSE LLP
Toronto, ON
- $58,000 to $72,000 CAD / year
Organize document manager sections, working papers and referencing in accordance with firm standards.
Added 2 mins ago
Inspector
Alcohol and Gaming Commission of Ontario
Toronto, ON
Reporting to the Manager, Regulatory Compliance, the Inspector is responsible for delivering compliance-focused regulatory assurance activities within the sectors regulated by the Alcohol…
Added 2 mins ago
Front Store Manager
Neighbourly Pharmacy
Victoria, BC
Neighbourly Pharmacy is looking for a Full-Time Front Store Manager to join our team at Admirals Walk Pharmasave in Victoria, British Columbia.
Added 2 mins ago
BO
Senior Program Area Leader
BGC Okanagan
Lake Country, BC
- Full-time
Serve as the Licensed Manager in accordance with Child Care Licensing Regulations, ensuring full compliance with all regulatory requirements.
Added 15 mins ago
O
restaurant manager
Osmow's
Huntsville, ON
- Full-time
Offers mentorship programs that pair newcomers and/or refugees with experienced employees
Added 15 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Bridgewater, NS
- Full-time
…care providers within the store (clinics, Vision Centre, their community etc.). Ensure that Pharmacy is open and operational during the posted business hours. Supervise and support the OTC…
Added 16 mins ago
TC
Restaurant Management | Leadership Roles
The Canadian Brewhouse
Kitchener, ON
- $80,000 to $100,000 CAD / year
- Full-time
Assistant General Manager | General Manager Role Responsibilities :
Added 16 mins ago
DG
Portfolio Specialist, Operations, 12-Month Contract
DLL Group
Burlington, ON
- Full-time
Act as backup support for team members as assigned by the Manager.
Added 16 mins ago
GO
Psychiatric Nursing Specialist
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Establishing goals, objectives and indicators for community-clinic and hospital-based mental health programs, services and initiatives and to monitor their achievement;
Added 16 mins ago
YO
Lifeguard/ Swim Instructors (Mornings - Part Time)
YMCA of Hamilton|Burlington|Brantford
Burlington, ON
- Part-time
Reduced rates for YMCA Child Care, Camp, and Child & Youth programs (subject to eligibility)
Added 16 mins ago
YO
Centre Manager
YMCA of Hamilton|Burlington|Brantford
Hamilton, ON
- Full-time
Reduced rates for YMCA Child Care, Camp, and Child & Youth programs (subject to eligibility)
Added 16 mins ago
YO
Before & After School Program Lead
YMCA of Hamilton|Burlington|Brantford
Burlington, ON
- Full-time
Reduced rates for YMCA HBB Child Care, Camp, and Child & Youth programs (subject to eligibility)
Added 30 mins ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
Halifax, NS
- Full-time
…within Company policies and guidelines. Implements new store programs according to Company direction, while evaluating effectiveness to achieve successful results specifically related to…
Added 30 mins ago
HP
Registered Dietitian
Health PEI
PE · Prince Edward Island, Canada
- $36.2 to $45.26 CAD / hour
- Full-time
…and integrate access to services within the Neighbourhood and community for care of the…
Added 30 mins ago
TS
Program Analyst
The Salvation Army in Canada
Ottawa, ON
- Full-time
The Administrative Assistant to Outreach and Housing services provides general administrative and office support to the Outreach and Housing services Programs.
Added 30 mins ago
TJ
Development & Community Engagement Manager
The Jewish Seniors Alliance of British Columbia
Vancouver, BC
- Full-time
The Jewish Seniors Alliance of British Columbia (JSABC) is a growing nonprofit dedicated to helping seniors age with dignity, connection, purpose and community.
Added 30 mins ago
PH
Manager, Wellness and Psychological Health & Safety
Providence Health Care
Vancouver, BC
- $108,000 to $135,000 CAD / year
- Full-time
Providence Health Care is seeking a Manager, Wellness and Psychological Health & Safety to lead the development and delivery of organization-wide strategies and initiatives that support the…
Added 30 mins ago
MO
Manager of Recreation and Aquatics
Municipality of East Hants, Nova Scotia, Canada
Elmsdale, NS
- Full-time
The Manager of Recreation and Aquatics is responsible for the oversight and delivery of recreation programs and services at the East Hants Aquatic Centre, East Hants Sportsplex, and across…
Added 30 mins ago
LA
Sales Consultant (Yorkdale Volkswagen)
Leeder Automotive Inc.
Toronto, ON · North York, ON
- Full-time
Stay current on Volkswagen products, technologies, incentives, leasing programs, financing options, and competitor offerings.
Added 30 mins ago
NP
Senior Accountant
Northway Pharmacy
Winnipeg, MB
- Full-time
Reporting to the Accounting & Finance Manager, you’ll take ownership of key areas of our full-cycle accounting, financial reporting, reconciliations, budgeting, forecasting, and year-end…

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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