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Added 4 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 6 hours ago
W
(CAN) Asset Protection Operations Team Associate
Walmart
Slave Lake, AB
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 18 hours ago
W
Asset Protection Operations Team Associate
Walmart
Cochrane, AB
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 19 hours ago
Store Associate
Sherwin-Williams
Owen Sound, ON
Added 21 hours ago
L
Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 22 hours ago
Financial Service Representative
Money Mart
Rutland
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 22 hours ago
AC
Accounts Payable Coordinator
Aston Carter
Vancouver, BC
- $20 to $23 CAD / hour
- Contract
Our client is seeking an Accounts Payable Coordinator to support high-volume accounts payable operations within a fast-paced corporate environment. This role is responsible for processing…
Added 23 hours ago
Store Associate
Sherwin-Williams
Squamish, BC
Added 1 day ago
Store Associate
Sherwin-Williams
Sherwood Park, AB
Added 1 day ago
TU
Department Operations and Undergraduate Programs Assistant
The University of British Columbia
Kelowna, BC
- $4,981 to $5,713 CAD / month
- Full-time
The Dean of the Faculty is the primary administrator. The Dean s Office includes several Associate Deans and various staff members. The Irving K. Barber Faculty of Science (FoS) is divided…
Added 1 day ago
OS
Facilties Associate
Opensity Solutions
Toronto, ON · Greater Toronto Area, Canada
- $26 CAD / hour
- Full-time
Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide…
Added 1 day ago
3
Accounts Payable Associate
3aa31955-ee83-4242-9d3c-8825517baf90
Mississauga, ON
- $47,000 to $52,000 CAD / year
- Full-time
The Accounts Payable Associate owns the full AP cycle for our North American operations: invoice processing, vendor payments, sales tax coding and month-end support across multiple entities…
Added 1 day ago
WC
Asset Protection Operations Team Associate - FT
Walmart Canada
Olds, AB
- Contract
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 1 day ago
TS
Store Associate
The Salvation Army in Canada
Winnipeg, MB
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 1 day ago
HR
Warehouse / Tool Crib Attendant
Herc Rentals
Edmonton, AB
- Full-time
…also focuses on safety and sustainability, ensuring that its operations comply with Canadian regulations and…
Added 1 day ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Brampton, ON
- Part-time
Ace Retail Operations: You’ll ensure daily store tasks (pricing, shipment processing, fulfillment and inventory) are dialed in, keeping the store running like a tightly laced sneaker.…
Added 1 day ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Winnipeg, MB · Crestview Thrift Store
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 1 day ago
KS
Facilties Associate
K2 Services
Toronto, ON · BMO TORONTO
- $26 CAD / hour
- Full-time
Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide…
Added 1 day ago
Customer Experience Associate - Brossard, QC - 15 hours/week
Scotiabank
Brossard, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
Customer Experience Associate - Parc & Fairmount, Montreal, QC - 18.75 hours/week
Scotiabank
Montreal, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
UO
Department Operations and Undergraduate Programs Assistant
University of British Columbia
Kelowna, BC · UBCO | Charles E. Fipke Centre for Innovative Research (FIP)
- $4,981 to $5,713 CAD / month
- Full-time
The Dean of the Faculty is the primary administrator. The Dean s Office includes several Associate Deans and various staff members. The Irving K. Barber Faculty of Science (FoS) is divided…
Added 1 day ago
CF
Private Client Administration Associate
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing…
Added 1 day ago
TC
Senior Operations Associate, temporary full-time
The Canada Life Assurance Company
Montreal, QC
- Full-time
Maintain high standards to minimize financial impact
Added 1 day ago
SD
Accounting Clerk 2 - General
School District #73 (Kamloops/Thompson)
Kamloops, BC
- Full-time
…guidelines. The incumbent is responsible for the day-to-day operations in the area…
Added 1 day ago
Customer Experience Associate - Willoughby Town Centre, Langley BC (26.25hrs/week)
Scotiabank
Langley (District), BC · Langley, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

National Bank of Canada

Wealth Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 29, 2026
Posting language: English
Posted: Sep 29, 2026

Original job description

A career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are completed accurately, followed through to completion, and communicated clearly.

This position is well suited to someone who enjoys working in a structured, professional environment, takes pride in accuracy, and is comfortable learning new technology and navigating multiple systems and processes. The successful candidate will be an important part of a close-knit advisory team that values collaboration, accountability, embracing new technology, and doing things properly.

Your job:

Support wealth advisors in providing superior client service and be available to respond to client requests in a timely and professional manner.
Carry out deposit, withdrawal, transfer, currency conversion, and other account instructions for investment accounts, ensuring careful review, diligent follow-up, and clear confirmation once complete.
Prepare, complete, and process client account documentation, including account opening, account updates, service requests, forms, and supporting documents.
Monitor submitted instructions and documentation through to completion, including identifying rejected or delayed items, following up with internal partners, and escalating when appropriate.
Help to integrate new technology and processes into the existing business.
Contribute to continuous improvement by identifying recurring operational issues and helping the team improve procedures, checklists, and follow-up practices.
Produce and prepare portfolio reports, statements, tax slips, and other client documents as required.
Ensure adherence to compliance and risk management rules, including appropriate handling of client information, documentation, approvals, and transaction instructions.

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 banking operations, wealth management, insurance, financial services, client service, administration, or another role requiring careful follow-through and attention to detail.
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.
Excellent knowledge of Microsoft Office, especially Excel.
Strong organizational skills and ability to manage priorities, deadlines, and multiple active tasks.
Strong attention to detail, especially for transaction instructions, forms, data points, and client information.
Ability to communicate clearly, politely, and accurately with clients, advisors, and internal partners.
Comfort learning internal systems and processes, including documentation, ticketing, workflow, and reporting tools.
A collaborative mindset and willingness to work with a team.

#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 responding to client requests and accurately processing account instructions, transactions, documentation, reports, and service requests through to completion. Follow compliance and risk requirements, coordinate with internal partners, adopt new technology, and help improve operational procedures.

Requirements

Requires a college or university diploma in a related field and two years of relevant experience in financial services, client service, administration, or a similar role. Candidates should have strong Microsoft Office and Excel skills, excellent organization and attention to detail, clear communication, and completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course or willingness to complete applicable courses.

Skills

Accountability
Client Service
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
Banking Operations
Client Service
Investment Accounts
Account Opening
Account Documentation
Deposits
Withdrawals
Transfers
Currency Conversion
Portfolio Reports
Tax Slips
Microsoft Office
Excel
Canadian Securities Course
Conduct And Practices Handbook Course
Compliance
Risk Management
Cybersecurity
Workflow Tools
Ticketing Systems
Reporting Tools
Process Improvement
Transaction Processing
Financial Services

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