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Added 12 mins ago
TS
Class 1 Driver-Dry Bulk
The Seaboard Transport Group
Dartmouth, NS
- Full-time
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our…
Added 12 mins ago
A
Quality Lead
Accenture
Toronto, ON
- Full-time
Communicates and provides support to both internal and external clients to enhance and achieve organizational goals
Added 12 mins ago
CH
Social Worker II
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…Registered Nurse (RN) and broader ED team, the Social Worker will support early identification of psychosocial needs and barriers to care for patients presenting to the Emergency…
Added 12 mins ago
TH
Plastic & Reconstructive Surgeon
The Hospital for Sick Children
Toronto, ON
- Full-time
…reconstruction. The candidate will participate actively in the Burn Program's multidisciplinary clinical activities, quality improvement and patient safety initiatives, and morbidity and…
Added 12 mins ago
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Senior Roadway Design Engineer
Target Engineering Group
Toronto, ON
- $110,000 to $150,000 CAD / year
- Full-time
…guide project execution, coordinate technical resources, and support project planning, schedules, and budgets. You will also play an important role in mentoring junior engineers and…
Added 12 mins ago
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Administrative Assistant 1
Apex Systems
Vancouver, BC
- $23 USD / hour
- Full-time
We are seeking an Administrative Assistant to support a dynamic team. This role will primarily focus on space and hardware management, with some executive assistant tasks such as time…
Added 12 mins ago
CH
Registered Nurse - Emergency
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…specialized emergency and urgent care, working together to support each patient’s well-being. We are looking for people who can think critically, manage multiple priorities and work well…
Added 12 mins ago
CH
Social Worker II
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…Registered Nurse (RN) and broader ED team, the Social Worker will support early identification of psychosocial needs and barriers to care for patients presenting to the Emergency…
Added 12 mins ago
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Licensed Practical Nurse - Women's and Child Health Float Pool
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…range of healthcare services, including a busy Maternal Child Program and Level II Neonatal Intensive Care Unit (NICU). We are seeking a Licensed Practical Nurse (LPN) to join our float…
Added 12 mins ago
CH
Cardiology Technologist I - GNH
Covenant Health Canada
AB · Edmonton, AB
- Part-time
…Technologist - ASRCT Registration - CSCT Registration - Basic Life Support Level C (CPR Basic…
Added 12 mins ago
CH
Health Care Aide
Covenant Health Canada
Lethbridge, AB
- Full-time
…needs in a warm, homelike setting. Our specialized programs support post-acute recovery following strokes, surgeries, or accidents as well as individualized day programs designed to meet…
Added 12 mins ago
CH
Registered Nurse - Emergency
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…specialized emergency and urgent care, working together to support each patient’s well-being. We are looking for people who can think critically, manage multiple priorities and work well…
Added 12 mins ago
CH
Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Part-time
Required Qualifications: Graduate of a Practical Nursing program or recognized equivalent required. Active registration with the College of Licensed Practical Nurses and Health Care Aides…
Added 12 mins ago
CH
Registered Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…Hospital. This role is in integral part of the team providing support and education to our patients and families. If you are passionate about supporting a diverse patient group with…
Added 12 mins ago
CH
Lead - Strategic Capital & Business Planning
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Covenant Health is growing and evolving, and we are looking for a Lead, Strategic Capital & Business Planning to help support the projects and investments that will shape our future.…
Added 12 mins ago
CH
Supervisor
Covenant Health Canada
Banff, AB
- Part-time
…team, the Supervisor organizes and supervises activities that support the provision of quality services to patients/residents, and customers. The Supervisor is responsible for recruitment,…
Added 12 mins ago
CH
Consultant, Total Rewards
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…benchmarking & market analysis, & interpreting legislation to support total rewards program recommendations. Experience with employee benefits, savings or leave…
Added 12 mins ago
CH
Licensed Practical Nurse - Women's and Child Health Float Pool
Covenant Health Canada
AB · Edmonton, AB
- Part-time
…range of healthcare services, including a busy Maternal Child Program and Level II Neonatal Intensive Care Unit (NICU). We are seeking a Licensed Practical Nurse (LPN) to join our float…
Added 12 mins ago
CH
Cardiology Technologist I - GNH
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…Technologist - ASRCT Registration - CSCT Registration - Basic Life Support Level C (CPR Basic…
Added 12 mins ago
CH
Health Care Aide
Covenant Health Canada
AB · Edmonton, AB
- Internship
Completion of the Health Care Aide program or recognized equivalent required. Basic Life Support Healthcare Provider (Level C) required. Ability to speak, read, and write English fluently.…
Added 12 mins ago
CH
Registered Nurse
Covenant Health Canada
Lethbridge, AB
- Full-time
…needs in a warm, homelike setting. Our specialized programs support post-acute recovery following strokes, surgeries, or accidents, as well as individualized day programs designed to meet…
Added 12 mins ago
CH
Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Required Qualifications: Graduate of a Practical Nursing program or recognized equivalent required. Active registration with the College of Licensed Practical Nurses and Health Care Aides…
Added 12 mins ago
CH
Environmental Service Worker
Covenant Health Canada
Trochu, AB
- Part-time
…is covered by the terms and conditions of the AUPE General Support Services Collective…
Added 12 mins ago
CH
Assistant Head Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Required Qualifications: Graduate of a Registered Nurse program or recognized equivalent required. Active registration with the College of Registered Nurses of Alberta (CRNA) or College of…
Added 12 mins ago
TH
OTA/PTA -M Surgical - Physio
Trillium Health Partners
ON · ON, Canada
- Part-time
…Occupational Therapist and performs associated functions to support the delivery of the…

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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