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Added 3 mins ago
I
Accounts Payable / Accounts Receivable Associate
Innovasea
Bedford, NS
- Full-time
We are looking for a full-time AP/AR Associate to join our Finance team. This role is a great opportunity for someone who takes pride in their work, is detailed oriented, enjoys working…
Added 3 mins ago
WC
(CAN) Gérant de rayon leader, aliments
Walmart Canada
Montreal, QC
- Full-time
Position Summary...The Food Lead Department Manager supports food area operations by working closely with the Food Assistant Manager to deliver a strong customer experience and efficient…
Added 3 mins ago
WC
(CAN) Stockperson/Cartpusher
Walmart Canada
Toronto, ON · Greater Toronto Area, Canada
- Contract
…and a strong focus on safety, this role supports smooth store operations while building valuable skills in retail, teamwork, and customer…
Added 3 mins ago
WC
(CAN) Préposé à l’accueil
Walmart Canada
Laval, QC
- Full-time
…delivering exceptional customer service and supporting sales floor operations, you help build customer trust and loyalty. Customer Experience Associates connect with every customer,…
Added 7 mins ago
BG
Associate Director of Information Technology
BC General Employees' Union (BCGEU)
Burnaby, BC
- Full-time
Reporting to the Executive Director of Technology, the Associate Director co-leads BCGEU’s IT department with a focus on infrastructure, operations, and support. You will lead and mentor a…
Added 7 mins ago
TS
Store Associate
The Salvation Army in Canada
Burnaby, BC
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 7 mins ago
PC
Cloud Architecture & Engineering, Director
PwC Canada
Ottawa, ON
- Full-time
…implementing robust, secure IT systems that support business operations. They enable the smooth functioning of networks, servers, and data centres to optimise performance and minimise…
Added 11 mins ago
TT
Seasonal Retail Store Associate Part Time Winners, Yonge and Sheppard
The TJX Companies, Inc.
Toronto, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 11 mins ago
Financial Service Representative
Money Mart
Fort St. John, BC
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 11 mins ago
TA
Sales Associate - Part Time
The Aldo Group Inc / Le Groupe Aldo Inc.
Toronto, ON
- Part-time
Added 11 mins ago
TA
Sales Associate - Part Time
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
Added 11 mins ago
TA
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 11 mins ago
Senior Customer Experience Associate - Williams Lake Branch, BC
Scotiabank
Williams Lake, BC
Added 11 mins ago
Production Associate - Garment Sorter - 2nd Shift - Temporary
Cintas
Toronto, ON · Etobicoke, ON
Cintas is seeking a Production Associate - Garment Sorter to support the Rental Division. The Garment Sorter is responsible for safely and accurately sorting customer garments in numerical…
Added 21 mins ago
NB
MANAGER, COMMERCIAL BANKING
National Bank of Canada
Toronto, ON
- Full-time
Assist the Associate Vice-President in achieving objectives
Added 21 mins ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Flin Flon, MB
- 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 21 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Grand Falls-Windsor, NL
- Contract
…opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing friendly, helpful service…
Added 21 mins ago
WC
(CAN) Leader d’équipe, marchandise générale
Walmart Canada
Longueuil, QC
- Full-time
Added 21 mins ago
TC
Retail Merchandise Processing Coordinator Full Time Winners - Winkler
TJX Canada – Winners, Marshalls, HomeSense
Winkler, MB
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 23 mins ago
PC
RFQ Manager
PWO Canada Inc.
Kitchener, ON
- Full-time
Nature and Length of Experience: Minimum of 5 years of experience in RFQ management, engineering, and/or operations within the automotive or manufacturing industries. Proven experience…
Added 23 mins ago
ZS
Service Delivery Manager Bilingual
Zodiac Solutions, Inc
Montreal, QC
- Full-time
Microsoft Certified: Azure Administrator Associate.
Added 25 mins ago
TC
Parts & Warehouse Manager - Reman
Toromont Cat
Concord, ON
- Full-time
…aspects of Parts and Warehousing for all divisional CRC’s for 5 operations in Ontario and Quebec. Ensures parts are accurately planned, available, organized, and delivered just in time to…
Added 25 mins ago
TO
Warehouse Supervisor (DAY SHIFT)
Tree of Life Canada
Mississauga, ON
- Full-time
The Warehouse Supervisor is responsible for overseeing daily warehouse operations within a multi-temperature food-grade distribution centre, including ambient, refrigerated, and frozen…
Added 25 mins ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Quebec, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 25 mins ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Sherbrooke, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…

National Bank of Canada

Wealth Associate

Richmond, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Posting language: English
Posted: Oct 5, 2026

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.

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: 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 About employer

More about this job

Responsibilities

Coordinate communication among clients, wealth advisors, and collaborators while providing customer service in person, by phone, and by email. Analyze client accounts, process investment transactions, maintain client files, coordinate advisor schedules and meetings, and follow compliance and risk management requirements.

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

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
Banking
Investment Brokerage
Investment Accounts
Client Service
Customer Service
Wealth Advisors
Account Analysis
Business Development
Investment Transactions
Client Files
Appointment Scheduling
Meeting Preparation
Microsoft Office
Compliance
Risk Management
Cybersecurity
Digital Literacy
Communication
Organization
Priority Management
Information Analysis
Problem Solving
Teamwork
Cantonese
Mandarin

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