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Added 12 mins ago
Director, Canada Chief Compliance Officer
PayPal
Toronto, ON · CAN - Ontario - Toronto - Corp - University Ave
Full-time
…situations and developing strategies that drive compliance program effectiveness and organizational…
Added 12 mins ago
Coordinator, Traffic
Apotex
Toronto, ON · North York, ON
$55,138.14 to $77,193.4 CAD / year
Participate in the development of long term planning to support corporate goals, investigate new technologies, recommend process improvement opportunities and propose more economical…
Added 12 mins ago
Registered Nurse (RN) - Critical Care/Emergency/PACU - Sunshine Coast
Vancouver Coastal Health
Powell River, BC
$41.42 to $55.91 CAD / hour
Part-time
…patients/clients with unpredictable outcomes attached to life-support equipment, and/or clients in post-anaesthetic recovery. As member of emergency response team, stabilizes and…
Added 12 mins ago
Junior GUI Design - Human Factors Engineering
General Dynamics Missions System International
Ottawa, ON · Calgary, Alberta
Full-time
It is a requirement that General Dynamics Mission Systems-Canada be registered with the Canadian Controlled Goods program and that all of its workforce be security assessed. Successful…
Added 12 mins ago
Junior GUI Design - Human Factors Engineering
General Dynamics Missions System International
Calgary, AB
Full-time
It is a requirement that General Dynamics Mission Systems-Canada be registered with the Canadian Controlled Goods program and that all of its workforce be security assessed. Successful…
Added 26 mins ago
Registered Nurse (RN/RPN) | Long-term Care
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Grand Forks, BC
Internship
We offer a range of employee benefits and services for eligible positions, to support you at every stage of your career:
Added 26 mins ago
Laborer, Field Service
Komatsu
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Full-time
Company-sponsored registered pension plan (RPP) and matching program.
Added 26 mins ago
Administrative Assistant
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AB · Edmonton, AB
Full-time
…managers and multidisciplinary teams within our Remediation Program Management team. Through project coordination, proposal development, scheduling, budgeting, documentation, and client…
Added 26 mins ago
OR Assistant
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
Part-time
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Added 26 mins ago
Environmental Educator
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Prince Rupert, BC
Temporary
…addition to working at the Centre, in May and June, you’ll support school programming and in July and August, you will help with EcoCamp day camps and community programming. The NCECS is…
Added 26 mins ago
Geomatics Internship - May 2027
McElhanney
Fort St. John, BC
Volunteer
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Added 26 mins ago
Licensed Practical Nurse
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Added 26 mins ago
Senior Planner
McElhanney
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Full-time
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Added 26 mins ago
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Sudbury, ON · Lively, ON
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Company-sponsored registered pension plan (RPP) and matching program.
Added 26 mins ago
Maintenance Technician
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Ottawa, ON
Full-time
In this vital role, you will support the maintenance and operation of the building systems inside a client facility. You will repair, maintain, and continuously improve functionality of…
Added 26 mins ago
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
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Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 26 mins ago
Warehouse Shipper/Receiver
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Sudbury, ON · Lively, ON
Full-time
Company-sponsored registered pension plan (RPP) and matching program.
Added 26 mins ago
Cell Phone Advisor
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
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New: Maternity Leave Top-Up Program We're proud to introduce a new benefit designed to support employees during one of life's most important milestones. Our Maternity Leave Top-Up Program…
Added 26 mins ago
Cell Phone Advisor
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
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Full-time
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Beauty Specialist, Hourly Part Time Flexible Shifts
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Added 26 mins ago
Front Store Supervisor, Hourly Part Time Day
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Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 26 mins ago
Front End - Clerk Sales/Service SW
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Grande Prairie, AB
Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 26 mins ago
Senior SailPoint IIQ Engineer
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Design, develop, configure, and support SailPoint IdentityIQ solutions including provisioning workflows, lifecycle management events, access governance processes, and compliance controls.
Added 26 mins ago
Pharmacy Intern, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 26 mins ago
Geomatics Internship - May 2027
McElhanney
Kamloops, BC
Volunteer
…for our Survey Division at our Kamloops Branch., where you’ll support field and office roles across geomatics projects. Our interns work with multidisciplinary teams to apply what they’ve…

National Bank of Canada

Wealth Associate

Brossard, QC, Canada

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Sep 28, 2026

Apply About employer

Applications open in a new tab.

Original job description

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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:

Ensure effective communication between all parties (clients, advisors, and various collaborators)

Provide superior customer service in person, on the phone, and by email

Analyze client accounts to prepare for activities that support wealth advisors in their business development

Diligently carry out transactions related to investment accounts

Open and update client files

Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings

Ensure adherence to compliance and risk management rules

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:

College diploma in a related field

At least one year of relevant experience in a related field such as banking operations, customer service, or administration

Good knowledge of the Microsoft Office suite

Organizational and priority management skills

#INDGP
Languages: French
Required skills:

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

Coordinate communication among clients, wealth advisors, and other collaborators while providing high-quality service in person, by phone, and by email. Support advisors through account analysis, investment transactions, client file maintenance, appointment and meeting coordination, and compliance with risk management rules.

Requirements

A college diploma in a related field and at least one year of relevant experience in banking operations, customer service, administration, or a related area are required. Candidates should have good knowledge of Microsoft Office and strong organizational and priority management skills.

Skills

Customer Service
Client Communication
Account Analysis
Client File Management
Appointment Scheduling
Calendar Management
Meeting Preparation
Compliance
Risk Management
Organization
Priority Management
Microsoft Office
Collaboration
Business Development Support

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
Hybrid Work Model
Flexible Work Schedule
Flexible Leave

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Brokerage
Investment Advisors
Client Service
Customer Service
Client Communication
Account Analysis
Investment Accounts
Financial Transactions
Client Files
Business Development
Appointment Scheduling
Calendar Management
Meeting Preparation
Compliance
Risk Management
Microsoft Office
Banking Operations
Administration
Hybrid Work
French Required

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