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Added 16 mins ago
DoubleTree By Hilton West Kelowna - Food & Beverage Manager
Days Hospitality Limited Careers
West Kelowna, BC
The Food & Beverage Manager professionally represents the establishment through the creation of a value based workplace environment where team mates and guests are treated in a fair,…
Added 46 mins ago
L
Planner, Strategic Sales Merchandise Planning
lululemon
Vancouver, BC
- Full-time
…understand new product trends as well as members of the Retail and Operations teams to understand and respond business product needs. The team monitors the business on a daily, weekly,…
Added 46 mins ago
BC
Registered Nurse - Medical B6
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 46 mins ago
TA
SALES LEAD - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Dieppe, NB
- Part-time
Reporting to the Store Manager, the Part-Time Sales Lead plays a key role in driving results and supporting the team. You lead by example by helping hit sales targets, coaching associates,…
Added 1 hour ago
MAC Key Holder - Part Time -Quartier Dix-30, Brossard, QC
Estée Lauder Companies
Brossard, QC
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 1 hour ago
OG
Community Specialist
Okanagan Game Developers' Association
Kelowna, BC
- Volunteer
…tracking engagement metrics, and contributing ideas to enhance programs and…
Added 1 hour ago
SM
RQ00833 – Program Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Program Manager with extensive experience in program and portfolio management, strategic planning, governance, stakeholder engagement, risk management, and the…
Added 2 hours ago
EL
Assistant Manager Assistant Store Manager
Estée Lauder Companies
Pointe-Claire, QC
- Full-time
We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our…
Added 2 hours ago
EL
Key Holder - The Cosmetics Company Store - Temp PT - Cookstown Tanger, Cookstown, ON
Estée Lauder Companies
Innisfil, ON
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 3 hours ago
NM
Parts Lead
Nelson Motors and Equipment
Oxbow, SK
- Full-time
…recommending suitable parts and related products, promoting seasonal programs when appropriate, and following up to support department sales goals. Working closely with the Parts Manager,…
Added 3 hours ago
AP
Account Manager, Fulfillment and Logistics
AMZ Prep®
Mississauga, ON
- Full-time
You will be the primary link between your customers and our internal teams - operations, IT and finance. You will translate what the customer needs into what our network delivers, hold the…
Added 3 hours ago
W
(CAN) Cashier
Walmart
Burnaby, BC
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 4 hours ago
H
Account Director
HRVST
Remote, Canada
- $90,000 to $105,000 CAD / year
- Full-time
- Remote
The Account Director leads HRVST’s day-to-day operations and team. You’ll be the go-to for our Account Managers, designers and developers: supporting them through client challenges, keeping…
Added 4 hours ago
GD
COMBO - Team Leader PT - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
- Part-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 4 hours ago
GD
COMBO - Operations Assistant Manager - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
- Full-time
Reporting to the Store Manager, your main focus as Operations Assistant Manager is to maximize company sales and profitability by maintaining stockroom organization and by managing…
Added 4 hours ago
GD
COMBO - Team Leader FT - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
- Part-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 4 hours ago
General Manager
Amica Senior Lifestyles
BC · West Vancouver, British Columbia
As the General Manager you are responsible for the day-to-day operations of the community ensuring the provision of high quality care and service; management, supervision and clinical…
Added 4 hours ago
K
Project Manager, Audit Quality
KPMG
Oakville, ON · Toronto, ON · Vaughan, ON · ON
- Full-time
The Audit Quality function, department of professional practice is looking for a Project Manager, Audit Quality to provide administrative, operational, and project coordination. The team…
Added 4 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
North Bay, ON
- Contract
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 4 hours ago
WC
(CAN) Associé, équipe de l’aire des caisses
Walmart Canada
Pointe-Claire, QC
- Contract
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 4 hours ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The Manager, Business Development generates new business for ReVisionz with owner-operators across North America, opening new accounts and winning new work with existing clients across the…
Added 5 hours ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The Manager, Business Development generates new business for ReVisionz with owner-operators across North America, opening new accounts and winning new work with existing clients across the…
Added 5 hours ago
IB
Customer Experience Leader / Responsable de l’expérience en magasin
Indigo Books & Music
Laval, QC
- Full-time
Added 5 hours ago
S
Regional Sales Manager, Nuclear
Shawflex
Concord, ON
- Full-time
As Regional Sales Manager, Nuclear, you will play a critical role in growing Shawflex's nuclear products and services business across Canada. Success in this role means expanding sales and…
Added 5 hours ago
S
Regional Sales Manager, Nuclear
Shawflex
Toronto, ON · Etobicoke, ON
- Full-time
As Regional Sales Manager, Nuclear, you will play a critical role in growing Shawflex's nuclear products and services business across Canada. Success in this role means expanding sales and…

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!

Apply About employer

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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