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Added 13 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 13 mins ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
…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…
Added 13 mins 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 13 mins 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 44 mins ago
NMES - Educational Assistant 5.50
Nova Scotia Regional Centres for Education & CSAP
New Minas, NS
Annapolis Valley Regional Centre for Education
Added 44 mins ago
NMES - Early Childhood Educator 6.00
Nova Scotia Regional Centres for Education & CSAP
New Minas, NS
Annapolis Valley Regional Centre for Education
Added 44 mins ago
NMES - Early Childhood Educator 6.00 Term
Nova Scotia Regional Centres for Education & CSAP
New Minas, NS
Annapolis Valley Regional Centre for Education
Added 44 mins ago
Registered Nurse (N2) - Specialty Resource Team
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Clinical…
Added 44 mins ago
Health Services Manager - Rehabilitation Services, Social Work, Ambulatory Care
Nova Scotia Health and IWK Health
New Glasgow, NS
Reporting to the Director of Rehabilitation, Ambulatory Care and Supportive Care Services, the Health Services Manager is responsible for providing strategic and operational leadership to…
Added 59 mins ago
A
Assistant Director, Finance and Business Support
AccorHotel
Lake Louise, AB
- Full-time
Lead the Internal Audit committee and support Director of Finance in ensuring all divisions exceed the corporate & regional audit score targets.
Added 59 mins ago
AI
Environmental Health and Safety Advisor
American Iron and Metal
Ajax, ON
- $60,000 to $70,000 CAD / year
- Full-time
Reporting to the AIM Recycling Ontario Environmental Regional Manager, the EHS Advisor works closely with Regional Managers, Branch Managers, and AIM Recycling EHS teams to plan, organize,…
Added 1 hour ago
CH
Medical Office Assistant
Clearpoint Health Network Inc.
Saskatoon, SK
- Full-time
…in close collaboration with hospitals, insurance providers, regional health organizations and workers’ compensation boards, Clearpoint delivers high-quality care across Canada meeting the…
Added 1 hour ago
AK
Environmental Health and Safety Advisor
AIM KENNY U-PULL
Ajax, ON
- $60,000 to $70,000 CAD / year
- Full-time
Reporting to the AIM Recycling Ontario Environmental Regional Manager, the EHS Advisor works closely with Regional Managers, Branch Managers, and AIM Recycling EHS teams to plan, organize,…
Added 1 hour ago
W
Senior Silviculture Forester
Weyerhaeuser
Grande Prairie, AB
- Full-time
Work in close partnership with the Grande Prairie site leadership team and collaborate with regional and functional partners as needed to support silviculture strategy and execution that…
Added 1 hour ago
W
Maintenance & Engineering Manager
Weyerhaeuser
Kenora, ON
- Full-time
Weyerhaeuser is searching for a Maintenance and Engineering Manager. This position is part of the Engineered Wood Products (EWP) business and reports to the Mill Manager of the Kenora…
Added 1 hour ago
C
Tanker Driver
Chemtrade
Thorold, ON
- $30 CAD / hour
- Other
Added 2 hours ago
RC
Senior Manager - International Tax Business
RSM Canada
Calgary, AB
- Full-time
RSM Canada is looking for an International Tax Senior Manager to join our team. This role provides an opportunity to join a specialty area within the firm's rapidly expanding Canadian tax…
Added 2 hours ago
BH
Manager, Outpatient Mental Health & Addictions #502-26
Brightshores Health System
Owen Sound, ON
- Full-time
Reporting to the Director, Mental Health and Addiction Services, the Manager will oversee the development, management, evaluation and continuous improvement of quality patient care…
Added 2 hours ago
B
Regional Operations Manager
BGIS
Mississauga, ON
- Full-time
The Regional Service Manager supports multiple account leaders in delivering integrated trades services across a regional portfolio of accounts, ensuring consistent execution of all HVAC…
Added 2 hours ago
SB
Branch Coverage Representative
Stanley Black & Decker, Inc.
Waterloo, ON
- Full-time
…Waterloo, Guelph, or West GTA, Ontario and reporting to the Manager, IC National Accounts. This field-based role supports a broad territory including Kitchener, Waterloo, Guelph, Cambridge…
Added 2 hours ago
SB
Branch Coverage Representative
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
…Waterloo, Guelph, or West GTA, Ontario and reporting to the Manager, IC National Accounts. This field-based role supports a broad territory including Kitchener, Waterloo, Guelph, Cambridge…
Added 2 hours ago
OR
Quality Control Specialist
OSL Retail Services
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
Identify field quality issues/inquiries and report findings to the QC Manager, Company HQ, and factory for resolution
Added 2 hours ago
Equipment Service Support - Harvesting Heads
Tigercat | MacDonald Steel
Prince George, BC · Williams Lake, BC · Kamloops, BC · BC
Service Manager and Regional Service Managers
Added 2 hours ago
PC
Intermediate Bridge Engineer
Parsons Corporation
Halifax, NS
- Full-time
…your technical delivery role, you will plan and define project/program goals and collaborate with the project managers and regional director to ensure success across all phases of projects,…
Added 2 hours ago
J&
Senior Finance Manager, Surgery Canada
Johnson & Johnson Innovative Medicine
Markham, ON
- Full-time
We are searching for the best talent for a Senior Finance Manager, Surgery Canada to be in Markham, ON.

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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