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Added 11 mins ago
CC
Retail Sales Associate
Canna Cabana
Ottawa, ON · Barrhaven, Ottawa, ON
- $17.95 CAD / hour
- Part-time
…individuals interested in joining our team. The Retail Sales Associate plays a key role in delivering a welcoming and engaging in-store experience by understanding customer needs, offering…
Added 11 mins ago
T
Personal Banking Associate - Sainte-Marthe-sur-le-Lac (Full-time, 37.5h/week)
TD
Sainte-Marthe-sur-le-Lac, QC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 11 mins ago
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AVP Finance, RESL, Operations, & COO
TD
Toronto, ON
- Full-time
Reporting to the Vice President, Finance & CFO, Canadian Personal & Small Business Banking (CPSB), the Associate Vice President leads Finance support for Real Estate Secured Lending (RESL),…
Added 11 mins ago
EI
Brand Protection Advisor
Ecolab Inc.
Moncton, NB · Halifax, NS
- Full-time
Thrive in a company that can provide a long-term career path in operations, training, sales, or leadership
Added 11 mins ago
MS
Client Success Manager, Associate (Canadian Public)
Morgan Stanley
Calgary, AB
- Full-time
Interface with client contacts, financial advisor team, service center, and internal operations
Added 25 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Dryden, ON
- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
Added 25 mins ago
AS
Service Administrator
Apex Systems
Vaughan, ON
- $24 USD / hour
- Contract
The successful candidate enjoys handling a diverse range of customer inquiries. Thrives in a fast-paced and collaborative environment, with the potential to wear many different hats. In…
Added 25 mins ago
SI
Director of Customer Success
Supra ITS
Mississauga, ON
- Full-time
This is a leadership role based at Supra’s Mississauga office with significant customer-facing time. Supra is a hybrid workplace, but this position is expected to be in front of customers…
Added 25 mins ago
SI
Associate Account Executive
Supra ITS
Mississauga, ON
- Full-time
The Associate Account Executive is the entry point to Supra’s account management career ladder. Working alongside an Account Executive and the Account Managers, you support a book of small…
Added 25 mins ago
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Associate
Print2Go
Toronto, ON
- Part-time
Role Description This part-time Associate role is an on-site position based in Toronto, ON. The Associate will support daily store operations, including assisting customers with print,…
Added 25 mins ago
FR
Security Concierge
FirstService Residential Canada
Burlington, ON
- Full-time
…provide services. Provide assistance/ support by answering customer inquiries and direct as…
Added 25 mins ago
Senior Sales Associate
Circle K
St. John's, NL
As a Lead Customer Service Representative, you will enjoy:
Added 25 mins ago
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Personal Banking Associate
BMO
Kamloops, BC
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 40 mins ago
AW
Senior Developer - R&D Tools & Systems
Arctic Wolf
Waterloo, ON · Office - CAN - Ontario, Waterloo
- $75,000 to $246,000 CAD / year
- Full-time
We are a global leader in security operations, helping organizations stay resilient against evolving cyber threats through industry-leading security operations, threat intelligence, and a…
Added 40 mins ago
Team Lead, Parcel Operations (Nights)
GoBolt
Markham, ON
We are on the lookout for a Team Lead, Parcel Operations (Nights) in Markham Ontario, who shares our passion for being Customer Obsessed. In this dynamic role, you will play a crucial part…
Added 40 mins ago
JC
Production Supervisor
Johnson Controls
Nisku, AB
- Full-time
…services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society…
Added 40 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Aurora, ON
- Full-time
To manage the operations of the Pharmacy while on duty, including providing consultation to both customers and health care providers, practice to full scope in providing professional…
Added 40 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
SD
Beauty Specialist, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Whitby, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Victoriaville, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
SD
Beauty Specialist, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Chatham-Kent, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Pickering, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Brossard, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…

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: 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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