Jobs in Canada

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Added 3 hours ago
UO
Senior Advisor, Executive Operations
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…to reduce duplication, clarify accountabilities and improve service to the Dean, senior leadership and…
Added 4 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
You will take ownership of client service and administration, help prepare financial plans, and keep work moving from initial request to completion. Your responsibilities will include:
Added 4 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 4 hours ago
Sales Associate
Laura Canada
Richmond, BC
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…
Added 4 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 4 hours ago
SZ
Sales Associate - Assistant Manager - Manager
Stretch Zone - 1181
Toronto, ON · North York, ON
- $18 to $22 CAD / hour
- Full-time
Support member retention through excellent customer service
Added 5 hours ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Milton, ON
- $25 to $30 CAD / hour
- Full-time
…professionals to join our team as a Senior Membership Sales…
Added 5 hours ago
PC
Corporate Finance Senior Associate (Bilingual FR/EN)
Pwc Canada
Quebec, QC
- Full-time
As a Corporate Finance Senior Associate (Bilingual FR/EN) , you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high-quality client service and…
Added 5 hours ago
PC
Forensic & Dispute Services  Senior Associate (Bilingual FR/EN)
Pwc Canada
Quebec, QC · Montreal, QC
- Full-time
As a Forensic & Dispute Senior Associate (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and…
Added 6 hours ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Waterloo, ON
- $25 to $30 CAD / hour
- Full-time
…professionals to join our team as a Senior Membership Sales…
Added 6 hours ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Oakville, ON
- $25 to $30 CAD / hour
- Full-time
…professionals to join our team as a Senior Membership Sales…
Added 6 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 8 hours ago
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
Vaco by Highspring
Toronto, ON
Senior Associate, Business Development, Talent Solutions
Added 8 hours ago
Associate Director, Business Development (IT Agency Staffing & Recruitment)
Vaco by Highspring
Vancouver, BC
Associate Director, Business Development, Technology
Added 9 hours ago
PC
Senior Associate, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Senior Associate, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN), you will work with a team of professionals to help anticipate and solve internal control…
Added 9 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
- Full-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 9 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 9 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Quebec, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 9 hours ago
L
Étudiant(e) en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
LinkedIn
Quebec, QC
- Part-time
…beauté et de commodité dans votre communauté, et pour garder le client au centre de tout ce que vous…
Added 10 hours ago
FN
We are hiring an Associate Analyst, Commercial Funding!
First National Financial LP
Toronto, ON · East York, ON
- Full-time
The Associate Analyst plays a key support role within the Commercial Funding Department, contributing to the smooth and efficient execution of funding activities. This position is ideal for…
Added 10 hours ago
CG
Environmental Services Supervisor, Evening
Compass Group Canada
Carbonear, NL
- Full-time
…Functions of the department. Personnel Management includes new associate interviews, selection, hiring, evaluation and on occasion termination in accordance with Compass Standards, Client…
Added 10 hours ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel soir
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Repentigny, QC
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Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 10 hours ago
C
Bilingual Caseworker Support Associate
Cencora
AB · Edmonton, AB
- Full-time
Review patient information in database and ensure accurate documentation as per client needs, as well as data entry of pertinent information received (e.g. test results, prescriptions).
Added 10 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 10 hours ago
RC
Temporary Risk Consulting Senior Associate
RSM Canada
Toronto, ON
- Full-time
RSM is seeking a Risk Consulting Senior Associate to join our Risk Consulting practice and support a regulatory compliance monitoring and testing engagement within the financial services…

National Bank of Canada

Wealth Assocaite

Mississauga, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 5, 2026

Original job description

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

Support investment advisors in providing superior customer service and be available to meet client requests
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Analyze, open, and update client files
Produce portfolio management reports
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Effective communication among clients, advisors, and internal or external collaborators
Excellent customer services in person, on the phone, and by email
Ensure adherence to compliance and risk management rules
This is a full-time, onsite position based at the office

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.

Prerequisites:

Completed college and/or university diploma in a related field
Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills
Strong organizational skills with the ability to manage multiple priority effectively
Knowledge of financial planning
Knowledge of insurance

#INDGP

Languages: English, Cantonese, Mandarin
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 on LinkedIn About employer

More about this job

Responsibilities

Support wealth advisors by delivering client service, processing investment transactions and account instructions, and maintaining accurate client files. Prepare portfolio reports, coordinate appointments and meetings, communicate with clients and colleagues, and follow compliance and risk-management requirements.

Requirements

Requires a college or university diploma in a related field, at least two years of relevant experience in banking, insurance, or financial services, and completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course, as well as the Canadian Investment Regulatory Exam. Candidates should have strong Microsoft Office knowledge, customer service and organizational skills, and knowledge of financial planning and insurance; English, Cantonese, and Mandarin are listed as languages.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention To Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
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
Investment Advisory
Client Service
Financial Transactions
Securities Purchases And Sales
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Microsoft Office
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Financial Planning
Insurance
Compliance
Risk Management
Banking
Cantonese
Mandarin
English

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Work requirements

Jobs in Canada