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Home Support Worker (HSW)
CarePartners
Kawartha Lakes, ON · Kirkfield, ON · Coboconk, ON
- Part-time
…support, and promote independence for patients in home and community care settings by assisting with activities of daily living under the supervision of our Personal Support…
Added 13 mins ago
Support Services Worker - Regular Part Time
Hopewell Support Services
Guelph, ON
Paid time off with up to 25 days per year of vacation and holiday pay depending on length of service with Hopewell Support Services and according to Hopewell Policies.
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Bilingual Communications Coordinator (*1 Year Contract*)
CAPREIT
Toronto, ON
- Other
Reporting to the Senior Manager, Strategic Resident Experience and Communications, the Bilingual Communications Coordinator will support a broad portfolio of strategic and operational…
Added 13 mins ago
CC
Retail Shift Leader
Canna Cabana
Ottawa, ON · Nepean, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
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Branch Manager - Office 1705
Attain Finance
North Vancouver, BC
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 13 mins ago
WO
Manager, HIS Applications
William Osler Health System
Brampton, ON
- Full-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 13 mins ago
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Team Leader - 24 Afternoons
Wolf Steel Ltd
Barrie, ON
- Full-time
Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a…
Added 13 mins ago
UO
Security Patrol
University of New Brunswick
Fredericton, NB
- Full-time
…take tremendous pride in the campus and deliver exceptional service that supports the University of New Brunswick's mission, vision, and values. You will be a part of a motivated team of…
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Technical Manager – EAF Steelmaking
Algoma Steel Inc.
Sault Ste. Marie, ON
- Full-time
Reporting to the General Manager, Steelmaking, the Technical Manager leads the technical function for Algoma’s electric arc furnace (EAF) steelmaking and refining operations. The Technical…
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UI
Project manager - M&A
UAP Inc.
Montreal, QC
- Full-time
At UAP, we drive the future of the automotive and heavy vehicle parts industry through unmatched service and innovative solutions. Our passionate team is at the heart of our success. They…
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TDS Operations Analyst II, Client Enablement
TD
Toronto, ON
- Full-time
…core values, we champion a culture of diversity, inclusion and community…
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Employment Consultant - Integrated Employment Services (Brampton)
ACCES Employment
Brampton, ON
…with their project team and other ACCES employees, along with community partner…
Added 28 mins ago
Administration & Systems - Manager Administration
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 28 mins ago
REGISTERED PRACTICAL NURSE
Southbridge Healthcare LP
Hanover, ON
…unit. Orient and train new personnel and may participate in in-service education. Monitor performance and conduct performance appraisal and refers problems to the Director of…
Added 28 mins ago
REGISTERED PRACTICAL NURSE
Southbridge Healthcare LP
Hanover, ON
…unit. Orient and train new personnel and may participate in in-service education. Monitor performance and conduct performance appraisal and refers problems to the Director of…
Added 28 mins ago
REGISTERED PRACTICAL NURSE
Southbridge Healthcare LP
Hanover, ON
…unit. Orient and train new personnel and may participate in in-service education. Monitor performance and conduct performance appraisal and refers problems to the Director of…
Added 28 mins ago
REGISTERED NURSE
Southbridge Healthcare LP
Hanover, ON
…unit. Orient and train new personnel and may participate in in-service education. Monitor performance and conduct performance appraisal and refers problems to the Director of…
Added 28 mins ago
Sales Consultant Windsor
Tepperman's
Windsor, ON
Reporting to the Sales Manager, the Sales Consultant helps families create beautiful, functional spaces by providing expert advice and personalized solutions in furniture, mattresses,…
Added 28 mins ago
MD
Service Desk Manager - End User Support - Information Syst Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Service Desk Manager - End User Support
Added 28 mins ago
MD
State Prog Admin Coordinator- Information Technology Solutions Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Information Technology Solutions Manager
Added 28 mins ago
NC
Administrative Assistant
Native Counselling Services of Alberta
Lethbridge, AB
- $36,500 to $40,000 CAD / year
- Full-time
Must be able to build positive professional and ongoing relationships with coworkers and service providers.
Added 28 mins ago
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Finance Manager
Community Living - Fort Erie
Fort Erie, ON
- Part-time
PURPOSE OF POSITION: Under the general direction and supervision of the Executive Director, the Finance Manager provides strategic and operational leadership for the financial management of…
Added 28 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Winnipeg, MB
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
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JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Kamloops, BC
Being part of a family-owned business committed to the community;
Added 28 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Kelowna, BC
Being part of a family-owned business committed to the community;

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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