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Added 4 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Communiquer avec d’autres professionnels de la santé du cercle de soins pour offrir un service à la clientèle.
Added 4 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 4 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Eustache, QC
- Full-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 4 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps plein Quarts de travail flexibles
Shoppers Drug Mart
Saint-Eustache, QC
- Full-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 7 mins ago
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Private Client Associate
RBC
Toronto, ON
- Full-time
…daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. Please visit: RBC PH&N Investment Counsel Inc. for more…
Added 19 mins ago
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Personal Banking Associate
BMO
Granby, QC · Knowlton, QC
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 22 mins ago
Associate, L2 Alerts Escalations, GBM Onboarding (GWO)
Scotiabank
Toronto, ON
…Information (RFI), Tax Documentation activities, and other client lifecycle management processes to ensure effective team coverage and service…
Added 22 mins ago
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Account Manager
Sysco
AB · Sysco Canada Inc.
- Full-time
A client service and sales focus; confidentiality, integrity, and respect in all interactions.
Added 50 mins ago
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Front Desk Associate Talent Pool (Markham and Richmond Hill Talent Pool)
Myo
Richmond Hill, ON
- Full-time
Maintain clean, consistent client notes for seamless service to each client
Added 50 mins ago
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Client Portfolio Manager
Justwealth
Canada
- Full-time
The Client PM must be registerable as an Advising Representative, Associate Advising Representative, or CRM Advising Representative with a provincial securities regulator.
Added 50 mins ago
PA
Advisor Success - Associate, Business Operations
Purpose Advisor Solutions
Toronto, ON
- Full-time
Collaborate with the Account Management and Transfer teams to coordinate client service and deliver a seamless client experience.
Added 52 mins ago
Advisor Success - Associate, Business Operations
Purpose Unlimited
Toronto, ON
Collaborate with the Account Management and Transfer teams to coordinate client service and deliver a seamless client experience.
Added 1 hour ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Laval, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 1 hour ago
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Senior Inside Sales Associate
Sitero LLC
Mississauga, ON
- Full-time
Sitero is seeking a high performing, strategically minded Inside Sales Associate with industry expertise to join our growing commercial team. In this role, you will be a critical driver of…
Added 1 hour ago
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Senior Inside Sales Associate
Sitero
Mississauga, ON
- Full-time
Sitero is seeking a high performing, strategically minded Inside Sales Associate with industry expertise to join our growing commercial team. In this role, you will be a critical driver of…
Added 1 hour ago
T
Canadian Commercial Banking Associate
TD
Barrie, ON
- Full-time
…future. Our quest is to deliver a first-class business banking client experience and to be” The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 1 hour ago
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Personal Banking Associate
BMO
Victoriaville, QC
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 hour ago
Customer Service Specialist (12 month contract)
The Canada Life Assurance Company
London, ON
Reporting to Matthew Marion, Associate Manager, Wealth Management, Individual Customer, you will form part of the Administration team for Canada Life Income, Segregated Funds. You will…
Added 1 hour ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Repentigny, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 1 hour ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Repentigny, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 2 hours ago
BE
Client Services Associate
Bluestar Equity
Mississauga, ON
- $38,000 to $40,000 CAD / year
- Full-time
The Client Services Associate is an entry-level role responsible for supporting day-to-day client service delivery through accurate data entry, administrative coordination, and responsive…
Added 2 hours ago
BU
Senior Conference Coordinator
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Address and resolve conflict and/or client concerns that staff or clients bring forward, ensuring high quality client service;
Added 2 hours ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Part-time
Communiquer avec d’autres professionnels de la santé du cercle de soins pour offrir un service à la clientèle.
Added 2 hours ago
LS
Data Security and Compliance Engineer
LeverageTek Staffing Solutions
Ottawa, ON · Greater Ottawa Metropolitan Area
- Contract
Transfer knowledge to client staff through structured documentation, demonstrations, operating procedures and hands-on coaching
Added 3 hours ago
T
Holiday Sales Associate PT Under 20 hours
Tumi
Calgary, AB
- Part-time
As part of our Retail team, the Holiday Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…

National Bank of Canada

Wealth Associate

Sherbrooke, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 10, 2026
Posting language: English
Posted: Oct 11, 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: French
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!

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More about this job

Responsibilities

Support wealth advisors by delivering 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

A related college or university diploma and two years of relevant experience in banking back-office operations, insurance, or financial services are required. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, and have strong Microsoft Office 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 Advisory
Client Service
Financial Transactions
Securities Purchases And Sales
Transaction Adjustments
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Appointment Scheduling
Client Meetings
Compliance
Risk Management
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Microsoft Office
Banking
Insurance
Financial Services

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