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Added 7 mins ago
W
Administrative Associate (LeBlanc Family Wealth)
Wellington-Altus
Kingston, ON
- Full-time
Provide information, where requested and approved by an Associate or Advisor, on the status of a client’s account and provide account balances, quotes and other marketing information.
Added 7 mins ago
RL
Associate Manager
Ralph Lauren
Halton Hills, ON
- Full-time
As the Associate Manager, you support the General Manager in the creation of strategic plans, managing the execution of plans to ensure a profitable business. Associate Managers are key…
Added 7 mins ago
ST
Associate - Launch Program
SS&C Technologies
Mississauga, ON
- Full-time
Associate – Launch Program, Investor Services
Added 7 mins ago
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Customer Experience Associate
TD
Elmira, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 mins ago
T
Personal Banking Associate - Metcalfe (18.75 hours)
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 7 mins ago
Business Development Associate, International Sales
Science North
Sudbury, ON · Greater Sudbury, ON
We are looking for a Business Development Associate, International Sales to help expand Science North's presence in global markets. In this role, you will identify and engage museums,…
Added 7 mins ago
T
Customer Experience Associate - Mandarin language skills will be an asset
TD
Regina, SK
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 mins ago
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Customer Experience Associate
TD
AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 mins ago
T
Personal Banking Associate - Queen-Mary (Full Time)
TD
Montreal, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 7 mins ago
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Canadian Commercial Banking Associate
TD
Windsor, ON
- Full-time
…future. Our quest is to deliver a first-class business banking client experience and to be” The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 7 mins ago
PC
Client Relationship Manager - Group Retirement
PACE Consulting Benefits & Pensions Ltd.
Toronto, ON
- Full-time
The Client Relationship Manager is responsible for delivering exceptional service to a portfolio of Group Retirement Services (GRS) clients and their plan members. Approximately 70% of the…
Added 7 mins ago
MS
Client Service Associate
Morgan Stanley
Calgary, AB
- Full-time
The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events,…
Added 7 mins ago
AC
Bilingual (French/English) Associate, Pension Administration
Aon Corporation
Montreal, QC
- Full-time
Job Title: Bilingual (French/English) Associate, Pension Administration
Added 7 mins ago
AC
Bilingual (French/English) Senior Associate - Pension Administration
Aon Corporation
Montreal, QC
- Full-time
Job title: Bilingual (French/English) Senior Associate - Pension Administration
Added 22 mins ago
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Senior Analyst, Walmart Services
Walmart
Mississauga, ON
- Full-time
Analyze campaign data and performance trends to develop actionable insights, optimization recommendations, and client-ready reporting.
Added 22 mins ago
Manager, Associate Private Bankers
Scotiabank
Vancouver, BC
Providing leadership in the onboarding and management of client relationships, providing a full range of customized financial solutions by ensuring Associate Private Bankers:
Added 22 mins ago
ScotiaMcLeod Administrative Associate - Toronto
Scotiabank
Toronto, ON
Be responsible for onboarding new client relationships through digital account opening and documentation administration
Added 23 mins ago
Media Sales Representative
Best Version Media
Aurora, ON
…start-up costs, on a schedule you control. You launch as an Associate Publisher - BVM’s name for the people who sell for, and run, a community magazine - with bonus earnings while you…
Added 38 mins ago
Media Sales Representative
Best Version Media
North Bay, ON
…start-up costs, on a schedule you control. You launch as an Associate Publisher - BVM’s name for the people who sell for, and run, a community magazine - with bonus earnings while you…
Added 38 mins ago
RJ
Junior Payroll Associate
Raymond James
Vancouver, BC
- Full-time
The Junior Payroll Associate supports the payroll team by performing administrative and transactional payroll activities. This role focuses on developing foundational payroll knowledge…
Added 53 mins ago
LO
Retail Sales Supervisor
Livingstone Outdoor
Brandon, MB
- $18 to $25 CAD / hour
- Full-time
Lead and coach the Retail Associate team - assign work, train on the floor, and help everyone hit their stride
Added 53 mins ago
FN
Mortgage Underwriter, Excalibur
First National Financial LP
Vancouver, BC
- Full-time
Negotiate loan terms (where applicable) in order to satisfy the interests of the broker, the client and First National.
Added 53 mins ago
IS
Generative AI Engineer
Iris Software Inc.
Toronto, ON
- Contract
Iris's Fortune 100 direct client is looking for an MLOps / AI Platform Technical Product Lead. Please find the job description below:
Added 53 mins ago
PI
Senior System Architect
PeopleToGo Inc.
Markham, ON
- $105 to $110 CAD / hour
- Contract
Our client is seeking a Senior Systems Architect to provide technical leadership across Azure, hybrid and on-premises infrastructure, identity, Microsoft 365, security, backup and disaster…
Added 54 mins ago
RC
Renewable Energy Analyst (Remote Working)
Renewable Careers
Canada
- Full-time
Data Analytics & Modeling: Build and maintain data models tracking client resource usage, focusing on water stewardship, waste diversion, and energy efficiency.

National Bank of Canada

Technology Associate

Winnipeg, MB, Canada

Full-time

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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!

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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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