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Added 10 mins ago
D
Mental Health Intake Agent (Night)
Dialogue
Canada
- Internship
…Platform🅫, we provide exceptional online health and wellness programs (primary care, mental health, iCBT, EAP, and wellness) to organizations that want to improve the wellness of their…
Added 11 mins ago
L
Branch Manager
LendDirect
Canada
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 11 mins ago
Pharmacy Manager
PurposeMed
Calgary, AB
Freddie improves sexual health through education, prevention, and treatment with a focus on the LGBTQ2S+ community. As the #1 rated PrEP provider in North America, we’re proudly dismantling…
Added 11 mins ago
RB
Manager Business Markets
Royal Bank of Canada
Surrey, BC
- Full-time
…visibility by developing and maintaining a network in the business community, working closely with business leaders, COI’s, and community…
Added 11 mins ago
AF
Branch Manager
Attain Finance
Canada
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 51 mins ago
PB
Senior Manager, Product Management
Pacific Blue Cross
Burnaby, BC
- Full-time
We're looking for a Senior Manager, Product Management (Third-Party Offerings) who can help us discover what's next.
Added 52 mins ago
B&
Talent Acquisition Specialist (Nuclear)
Black & McDonald Limited
Pickering, ON
- Contract
…typically reports directly to the Regional Human Resources Manager. The Talent Acquisition Specialist plays a key role in delivering full-cycle recruitment support. This position will be…
Added 57 mins ago
QP
General Manager
QuadReal Property Group
North Vancouver, BC
- Full-time
The General Manager will report to the Vice President, Retail Operations and is responsible for the overall performance of Capilano Mall and Northwoods Village including financial,…
Added 57 mins ago
PC
Assistant Store Warehouse Manager - Full-Time
PVH Corp.
Delta, BC
- Full-time
Wellbeing Support: A variety of wellbeing tools and programs.
Added 1 hour ago
BP
Front of House Manager
Boston Pizza
Port Coquitlam, BC
- $20 CAD / hour
- Part-time
A Front of House Manager at Canada's leading casual dining restaurant, Boston Pizza, assists the General Manager with the Restaurant’s daily operations. This includes supporting the…
Added 1 hour ago
AC
Spécialiste En Approvisionnement
Aston Carter
Quebec, QC
- $100,000 to $140,000 CAD / year
- Full-time
…goods and services required for shipbuilding operations and programs. Working closely with internal stakeholders, the Procurement Specialist executes procurement activities across assigned…
Added 1 hour ago
AC
Manager, Maintenance
Aurora Cannabis Inc.
Mount Currie 6, BC
- Full-time
The Manager, Maintenance is responsible for managing the facility infrastructure, utilities, equipment, and maintenance program at the Alpine facility in Pemberton, BC. This role is…
Added 1 hour ago
CO
Program Instructor V
City of Grande Prairie
Grande Prairie, AB
- Full-time
Reporting to the Active Living Manager, the Program Instructor V is a member of the Events and Programming Department. In this position, you have the opportunity to be creative and…
Added 1 hour ago
SC
Medical Office Assistant - Contract
South Calgary Primary Care Network
Calgary, AB
- Contract
Hello, we’re the South Calgary Primary Care Network. We are change makers, innovators and community builders. We are a uniquely Alberta approach to primary care delivery. We are a group of…
Added 1 hour ago
LS
Executive Assistant - Inclusive Education
Langley School District #35
Langley (District), BC · Langley, BC
- Full-time
…Nations.We are an innovative, inspiring, and unified learning community committed to our Core Values: Integrity, Courage, Excellence, and Community.Our District mission is to inspire all…
Added 1 hour ago
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Residential Youth Worker - Hourly
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Vancouver, BC
- $27 CAD / hour
- Full-time
…Safehouse and Haven locations, which are voluntary residential programs for at-risk youth aged 16 – 21 of all genders who need safe places to stay. The program accepts intakes 24/7,…
Added 1 hour ago
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Housing and Life Skills Worker
Family Services of Greater Vancouver
Vancouver, BC
- $29 CAD / hour
- Full-time
This position reports to the Program Manager of Youth Transition Supports, Directions Youth Services. In collaboration with the 10K Program Supervisor, the Housing and Life Skills Worker…
Added 1 hour ago
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Full Time Meat Cutter - Admirals Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 1 hour ago
SC
Part Time Meat Cutter - Admirals Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Part-time
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Added 1 hour ago
IK
Bookkeeper
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- $55,000 CAD / year
- Full-time
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Added 1 hour ago
VW
2518 - Permanent Full-Time Transition House Supervisor
Victoria Women's Transition House
Victoria, BC
- Full-time
Under the direction of the Manager, provides oversight of assigned programs and staff. May include other services mandated by contracts with provincial government ministries. Tasks include…
Added 1 hour ago
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Manager, Community Economic Development
Government of Nunavut
Kugluktuk, NU
- Full-time
Reporting to the Director, Community Operations, the Manager, Community Economic Development is accountable for delivering effective, efficient, fair and consistent regional program…
Added 1 hour ago
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Analyst II, Financial Planning and Analysis
Liberty
Fredericton, NB
- Full-time
…our customer focus, commitment to sustainability, and strong community partnerships. Our employees are at the heart of that vision. We believe that when people are empowered to learn, grow,…
Added 1 hour ago
GD
GARAGE - Co-Manager - Rideau Centre
Groupe Dynamite
Ottawa, ON
- Full-time
…everyone can feel fearless. With stores across North America and a community that’s always growing, we’re looking for team players who want to make their mark. If you’re ready to bring the…
Added 1 hour ago
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DYNAMITE - Seasonal Sales Associate - Georgian Mall
Groupe Dynamite
Barrie, ON
- Temporary
…wardrobe. With stores across North America and an ever-growing community, we’re building a team that shows up boldly and makes an impact. If you're ready to bring an elevated presence and…

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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