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Added 3 mins ago
TO
Financial Sales Manager II Target
Top of Virginia Regional Chamber
Winchester, ON
- Full-time
As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner…
Added 18 mins ago
W
Operations Associate
Wellington-Altus
Winnipeg, MB
- Full-time
Reporting to the Senior Manager, Operations Account Services & Support, The Operations Assistant will support our Wealth Advisors and associates to ensure quality control of documents and…
Added 1 hour ago
C
Product Safety / Occupational Health Safety Coordinator
Collabera
Brampton, ON
- $26 to $27 CAD / hour
- Contract
Title: Product Safety Manager I/ Occupational Health Safety Coordinator
Added 1 hour ago
A
Manager, Corporate Compliance
Apotex
Toronto, ON · North York, ON
- $96,551 to $160,918 CAD / year
Support Associate Director, Corporate Systems & Compliance w.r.t. the Regulatory Notification system to ensure Health Agencies are notified within required time frames of potential defects…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
New Glasgow, NS
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
Corporate Store Supervisor II
Bulk Barn
Kitchener, ON
The Corporate Store Supervisor II is responsible for directly working with the Corporate Store Manager and retail store team to ensure service excellence, business profitability and team…
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SC
Sales Associate
Staples Canada
Quesnel, BC
- Part-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
Added 2 hours ago
MC
Senior Retail Sales Associate
Moores Clothing
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…would be a temporary flex key holder in the capacity of the manager on duty, in times of…
Added 2 hours ago
MD
Construction Project Operations Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Construction Project Operations Manager
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Whitehorse, YT
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
Consumables Associate
Walmart Canada
Saskatoon, SK
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 2 hours ago
TH
Plastic & Reconstructive Surgeon
The Hospital for Sick Children
Toronto, ON
- Full-time
The candidate must be eligible for appointment at the rank of Assistant, Associate, or Full Professor at the University of Toronto and will participate in the educational programs and…
Added 3 hours ago
GI
Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
- Full-time
Added 3 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Beaumont, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 4 hours ago
CG
Associate Coordinator, People & Culture at Assiniboine Park
Compass Group Canada
Winnipeg, MB
- $22 CAD / hour
- Part-time
The People & Culture Assistant Coordinator, reporting to the Manager, People & Culture provides hands-on support across core HR functions, with a strong emphasis on full-cycle hourly…
Added 4 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
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,…
Added 4 hours ago
CG
Chef Manager
Compass Group Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
Think you have what it takes to be our Chef Manager? Here’s how we’ll know you’ll be successful in the role.
Added 4 hours ago
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Seasonal Retail E-Commerce Associate
Compass Group Canada
AB · Edmonton, AB
- $15.75 CAD / hour
- Part-time
Communicate with E-Commerce Supervisor/E-Commerce Manager regarding any issues with orders, product selection, etc.
Added 4 hours ago
NB
Senior Account Manager Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied…
Added 4 hours ago
CG
Operations Supervisor - Production and Special Projects
Compass Group Canada
Vancouver, BC
- Full-time
Update and follow up with associate online training completion on 24/7 targeting 90%.
Added 4 hours ago
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Director Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
Reporting to the Associate Vice-President, you will manage a portfolio of clients in Calgary.
Added 4 hours ago
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Manager, Premium Services (Rogers Place)
Compass Group Canada
AB · Edmonton, AB
- Full-time
Job Summary: The Manager, Premium Services oversees the day-to-day food and beverage operations of a designated areas, including in-seat services, premium club locations and a buffet…
Added 4 hours ago
BR
Assistant Manager - Out Collection EIA
Banana Republic
AB · Edmonton, AB
- Full-time
As an Assistant Manager, you set the tone for the store and the team and help bring our brand to life for our customers. You’re responsible for driving profitable sales growth through all…
Added 4 hours ago
CG
Tim Hortons Supervisor, Full Time
Compass Group Canada
Calgary, AB
- $17 CAD / hour
- Full-time
Learn from and assist the Shift Manager to resolve labour relation issues, track and produce reports on weekly inventories, sales revenue, labour and food cost.
Added 4 hours ago
CG
Concessions Manager (Rogers Place)
Compass Group Canada
AB · Edmonton, AB
- Full-time
The Concessions Manager is responsible for the overall organization, stocking levels and sanitation of all concession stands and portable stands. Responsible for maintaining proper…

National Bank of Canada

Technology Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 4, 2026
Posting language: English
Posted: Nov 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, while tracking 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 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 literacy and Excel skills, attention to detail, problem-solving and communication abilities, and must have completed or be willing 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
Cybersecurity
Banking Operations

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