Jobs in Canada

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Added 8 mins ago
MG
Seasonal Sales Associate
Mind Games
Belleville, ON
- Contract
Seasonal Sales Associate - Mind Games - Quinte Mall, Belleville, ON
Added 9 mins ago
MG
Sales Associate / Key Holder
Mind Games
Belleville, ON
- Part-time
…welcoming and fun for everyone. You’ll also support daily store operations, including opening and closing procedures and cash…
Added 25 mins ago
Sales Consultant, Lindsay Square, Non-mgmt
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As a Sales Associate, you’ll be an expert in all things tech
Added 25 mins ago
Warehouse Associate-Day
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Toronto, ON
Added 39 mins ago
GC
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Vancouver, BC
- Full-time
The Associate Producer of the Business Operations team will work closely with central organizations such as Publishing, Marketing, Product Management & Mobile Central Technologies on behalf…
Added 39 mins ago
R-
Fashion Associate (Daytime/Weekday) - Smart Centers Saskatoon South
RCL - Reitmans Canada Ltd/Ltée
Saskatoon, SK
- Part-time
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Added 39 mins ago
LC
Regulated Pharmacy Technician, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 39 mins ago
EM
Project Manager
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Must have strong written and verbal communication skills
Added 39 mins ago
EM
Associate, Parking Maintenance
EKU Master of Public Administration Program
Richmond, BC
- Full-time
The Parking Maintenance Associate performs a combination of tasks that lead to the upkeep of University's parking lots and assures a safe and professional environment for the campus…
Added 39 mins ago
LC
Pharmacy Assistant, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Chatham-Kent, ON · Chatham, ON
- Full-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 39 mins ago
LC
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Shelburne, ON
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 39 mins ago
EM
Student Conduct & Crisis Management - Graduate Assistant
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Added 39 mins ago
EM
Assistant Director, Housing Facilities Operations
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Assist the Associate Director for Facilities Operations with the coordination and administration of daily University Housing facility operations to ensure residential spaces are clean,…
Added 39 mins ago
KM
Transducer Manufacturing Associate - Contract
Kongsberg Maritime
Port Coquitlam, BC
- Full-time
Reporting to the Site / Operations Manager, the Transducer Manufacturing Associate is an entry-level role that supports the manufacture, assembly, testing, and repair of transducers for…
Added 39 mins ago
TH
Hospitality Associate -Q H.A.
Trillium Health Partners
ON · ON, Canada
- Full-time
Must have the physical requirements to complete the job duties
Added 39 mins ago
TH
Hospitality Associate -M H.A.
Trillium Health Partners
ON · ON, Canada
- Full-time
Must have the physical requirements to complete the job duties
Added 39 mins ago
SD
Regulated Pharmacy Technician, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 39 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 39 mins ago
SD
Regulated Pharmacy Technician, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 39 mins ago
SD
Regulated Pharmacy Technician, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 1 hour ago
TU
Human Resources Manager
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
May support the Director, HR and Executive Administration, Associate Director, Human Resources, and Senior HR Manager with the senior appointment process for Dean’s, Associate…
Added 1 hour ago
U
Warehouse Associate II - MHE
UPS
Calgary, AB
- Full-time
A Warehouse Associate II impacts the organization by meeting specific operational key performance indicators. This experienced employee has a general knowledge of warehousing terminology…
Added 1 hour ago
U
Warehouse Associate II - MHE
UPS
Calgary, AB
- Full-time
A Warehouse Associate II impacts the organization by meeting specific operational key performance indicators. This experienced employee has a general knowledge of warehousing terminology…
Added 1 hour ago
U
Warehouse Associate II - MHE
UPS
Calgary, AB
- Full-time
Added 1 hour ago
U
Warehouse Associate II - MHE
UPS
Calgary, AB
- Full-time

National Bank of Canada

Wealth Associate

AB, Canada
Edmonton, AB, 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
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:

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

#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 on LinkedIn About employer

More about this job

Responsibilities

Support wealth advisors by providing client service, processing investment transactions and account instructions, and maintaining client files. Prepare portfolio reports and client meetings, manage appointments, and follow compliance and risk management requirements.

Requirements

Requires a completed college or university diploma in a related field and two years of relevant experience in banking, insurance, or financial services. Candidates must have the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, strong Microsoft Office knowledge, and excellent customer service skills.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention to Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Standards 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
Compliance
Risk Management
Microsoft Office
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Banking
Insurance
Financial Services
Appointment Scheduling
Customer Service

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Jobs in Canada