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Added 3 mins ago
PH
Payroll Specialist
Propel Holdings
Toronto, ON
- Full-time
Respond to employee and manager inquiries related to pay, deductions, and policies, providing clear and timely support while protecting confidentiality
Added 15 mins ago
DP
CONDOMINIUM MANAGER
Duka Property Management Inc.
Mississauga, ON
- Full-time
…for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. If you require accommodation at any stage of the hiring process, please contact our Human Resources…
Added 15 mins ago
M
Manager, National Human Capital (International Resourcing)
MNP
Drummondville, QC
- Full-time
Make an impact with our National Human Capital team as a Manager. This role will be responsible for contributing to the Talent Strategy through the operational execution of International…
Added 16 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Evening
Shoppers Drug Mart
Richmond, BC
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 16 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Richmond, BC
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 16 mins ago
HR Administrator
B2GOLD
Edmonton, AB
Reporting to the Manager, Human Resources, this position will be based in Edmonton, AB.
Added 18 mins ago
WC
Human Resources Manager
West Coast Kids
Winnipeg, MB
- Full-time
As Human Resources Manager, you will oversee and develop HR programs and processes across West Coast Kids, including recruitment, onboarding, payroll support, performance management,…
Added 18 mins ago
M
Manager, National Human Capital (International Resourcing)
MNP
Sherbrooke, QC
- Full-time
Make an impact with our National Human Capital team as a Manager. This role will be responsible for contributing to the Talent Strategy through the operational execution of International…
Added 18 mins ago
M
Manager, National Human Capital (International Resourcing)
MNP
Quebec, QC
- Full-time
Make an impact with our National Human Capital team as a Manager. This role will be responsible for contributing to the Talent Strategy through the operational execution of International…
Added 18 mins ago
MF
Manager, Brand Equity
McCain Foods
Toronto, ON
- Full-time
…collaborate with global and regional stakeholders across Marketing, Human Resources, Corporate Communications, Research & Development, Finance, and external agency partners. This position…
Added 18 mins ago
WI
District Manager, All Brands - Williams-Sonoma Canada
Williams-Sonoma, Inc.
Toronto, ON
- $105,000 to $180,000 CAD / year
- Full-time
Monitor and measure financial, operational, human resources and customer service results, and hold teams accountable for achieving district goals through ongoing store visits, reporting…
Added 18 mins ago
C
Site Support Worker
Cota
Toronto, ON
- Part-time
…Community Housing Corporation (TCHC). The team is led by the Manager, Community Health Services and is comprised of Mental Health Case Managers and Site Support Workers. On-site support…
Added 18 mins ago
M
Manager, National Human Capital (International Resourcing)
MNP
Brossard, QC
- Full-time
Make an impact with our National Human Capital team as a Manager. This role will be responsible for contributing to the Talent Strategy through the operational execution of International…
Added 18 mins ago
M
Manager, National Human Capital (International Resourcing)
MNP
Montreal, QC
- Full-time
Make an impact with our National Human Capital team as a Manager. This role will be responsible for contributing to the Talent Strategy through the operational execution of International…
Added 31 mins ago
TN
Administrative Assistant
Tla’amin Nation
BC · qathet, British Columbia
- Full-time
- Temporary
Reporting to the Early Childhood Education Manager, the Administrative Assistant provides general administrative and operational support for the Nation's various early childhood programs…
Added 31 mins ago
C
Business Development Manager - HPI
CDW
Toronto, ON
- Full-time
The Partner Business Development Manager (BDM) drives revenue growth by generating pipeline, accelerating solution sales, and executing strategic partner initiatives inside CDW. Acting as a…
Added 45 mins ago
B
People Services Specialist
BCAA
Burnaby, BC · *Head Office
- Full-time
A diploma or degree in Human Resources, Business Administration or a related field, or an equivalent combination of education and experience.
Added 45 mins ago
K
Client Partner
Kyndryl
Regina, SK
- Full-time
…people - Kyndryls - that means doing purposeful work that powers human progress. Join us and experience a flexible, supportive environment where your well-being is prioritized and your…
Added 45 mins ago
Boutique Manager - Devonshire
Nestle Operational Services Worldwide SA
Windsor, ON
If you are invited to participate in the recruitment process and require an accommodation, please inform Human Resources. Nestlé will work with you to ensure full participation.
Added 45 mins ago
Fitness Supervisor
City of Mississauga
Mississauga, ON
The City of Mississauga is seeking a Fitness Supervisor to lead the development and delivery of diverse fitness programs that reflect the needs, interests and experiences of our community.…
Added 45 mins ago
C
Talent Acquisition Advisor
Co-operators
Calgary, AB · Moncton, NB · Guelph, ON · Mississauga, ON · Toronto, ON · Laval, QC · Montreal, QC · Regina, SK
- Full-time
As a Talent Acquisition Advisor reporting to the Manager of Talent Acquisition, you will drive the full-cycle recruitment process. Your focus will be on attracting exceptional, diverse…
Added 47 mins ago
OD
Lunchtime Monitor - Clifford Bowey Public School
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON
- Full-time
Questions about this collection should be directed to the Manager, Human Resources, 133 Greenbank Road, Nepean, Ontario K2H 6L3.
Added 47 mins ago
LS
Executive Assistant - Inclusive Education
Langley School District #35
Langley (District), BC · Langley, BC
- Full-time
…nature and represents the values, mandate and policies of the Human Resources…
Added 47 mins ago
SS
Associate Manager, Human Resources (Replacement Staffing)
Surrey Schools (School District #36 Surrey)
Surrey, BC
- Full-time
Reporting to the Manager, HR Systems and Analytics, the Associate Manager, Human Resources Replacement Staffing, is responsible for the daily management and coordination of the district’s…
Added 49 mins ago
BS
Manager of Maintenance Services – Trades
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Burnaby, BC
- Full-time
Liaise with Human Resources to ensure consistent interpretation of the collective agreement and Health & Safety to ensure compliance with WorksafeBC regulations.

National Bank of Canada

Wealth Associate

Ancaster, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 8, 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 About employer

More about this job

Responsibilities

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

Requirements

A college or university diploma in a related field and two years of relevant experience in banking back office, insurance, or the financial industry are required. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, and have excellent Microsoft Office knowledge and 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
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 Advisors
Customer Service
Financial Transactions
Securities
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client Files
Portfolio Management Reports
Compliance
Risk Management
Microsoft Office
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Banking
Insurance
Financial Industry

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