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Added 1 hour ago
QA Specialist
BWXT
Ottawa, ON
Perform drug or device product release activities. May be responsible to provide back-up support for the Quality Assurance Manager position.
Added 1 hour ago
L
7739 - Seasonal Sales Help
Lids
AB · Edmonton, AB
- $15 USD / hour
- Temporary
…educational history. We collect and use this information for human resources and business management purposes, including identifying and evaluating candidates for employment or future…
Added 2 hours ago
H
Nurse B - Community Mental Health Nurse
HealthCareersInSask.ca
Estevan, SK
- Full-time
Job Description: The Community Mental Health Nurse (CMHN), reporting to the Manager of Mental Health & Addiction Services, is an essential element in a comprehensive Mental Health Service.…
Added 2 hours ago
H
Assessor Coordinator Degree Senior
HealthCareersInSask.ca
Regina, SK
- Full-time
Job Description: Reporting to a Program Manager and as part of the interdisciplinary Community Outreach and Support Team, the Assessor Coordinator Sr. provides screening, triage,…
Added 2 hours ago
H
Social Worker Degree
HealthCareersInSask.ca
Estevan, SK
- Full-time
Knowledge of community resources including treatment programs & support agencies
Added 3 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Windsor, ON
- 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 3 hours ago
UO
Manager, Operations - Minwagoming Centre for Indigenous Health Research and Education
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Ensures the effective integration of people, resources, programs, projects, partnerships, and administrative functions to support a coordinated and cohesive Indigenous learner experience…
Added 4 hours ago
SUPERVISOR HUMAN SERVICES INTEGRATION
City of Toronto
ON · Toronto, ON
Reporting to the Manager, Human Services Integration, the Supervisor, Human Services Integration is responsible for the daily operation of the functions within the Application and Support…
Added 4 hours ago
PEOPLE SERVICES CONSULTANT
City of Toronto
Toronto, ON
Reporting to the Manager, Program Delivery & Support, the People Services Consultant provides specialized guidance on HR policies, practices, and procedures, while developing and…
Added 4 hours ago
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Assistant Manager, Guest Experience | Contract August 2026 - June 2027 | Royalty Crossing Pop Up, PEI
lululemon
Charlottetown, PE
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 5 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Day
Loblaw Companies Limited
Lasalle, ON
- 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 5 hours ago
RP
Assistant Store Manager
Rexall Pharmacy Group LTD
Whistler, BC
- $51,000 to $53,000 CAD / year
- Full-time
Assist with the human resource activities which include recruitment, training, developing and motivating staff, performance evaluations, disciplinary procedures, and handling union issues…
Added 6 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Lasalle, ON
- 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 7 hours ago
UO
Coordinator, Student Development
University of Victoria
Victoria, BC
- Full-time
…volunteers, and ensures the effective use of financial, physical, and human resources in the delivery of residence-wide programs and…
Added 7 hours ago
J
Manager, Payroll
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Manager, Payroll based in Canada.
Added 8 hours ago
IF
Vehicles Sales Manager
Impact Fulfillment Services
Dartmouth, NS
- Full-time
…process. Should you require an accommodation, please inform the Human Resources representative of the nature of the accommodation requested so that we may discuss your needs with you. If…
Added 8 hours ago
RH
Talent Acquisition Manager
Robert Half
Burlington, ON
- $85,000 to $110,000 CAD / year
- Full-time
Our recruitment team is partnering with a well‑established organization, recruiting for a forward‑thinking Manager, Talent Acquisition. This is a great opportunity for an experienced…
Added 8 hours ago
LC
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Vaughan, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 10 hours ago
People & Recruitment Partner
Orennia
Calgary, AB
…lifecycle, providing practical HR guidance, supporting people programs and processes, and helping managers navigate day-to-day people matters. At the same time, you will independently…
Added 10 hours ago
O
People & Recruitment Partner
Orennia
Calgary, AB
- Full-time
…lifecycle, providing practical HR guidance, supporting people programs and processes, and helping managers navigate day-to-day people matters. At the same time, you will independently…
Added 11 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ajax, ON
- 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 12 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Pickering, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 12 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Pickering, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 13 hours ago
NB
Director Commercial Banking
National Bank of Canada
London, ON
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 13 hours ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…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…

National Bank of Canada

Wealth Associate

Richmond Hill, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Posting language: English
Posted: Oct 18, 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.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

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

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 responding to client requests, processing investment transactions and account instructions, maintaining client files, and preparing portfolio reports. Coordinate appointments and client meetings while ensuring compliance with risk management requirements.

Requirements

A college or university diploma in a related field and two years of relevant experience in banking, insurance, or financial services are required. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, demonstrate strong Microsoft Office knowledge and customer service skills, and be proficient in English.

Skills

Accountability
Client-Focused Service
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 Advisors
Customer Service
Financial Transactions
Securities Purchases and Sales
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Compliance
Risk Management
Canadian Securities Course
Conduct and Practices Handbook Course
Microsoft Office
Banking
Insurance
Financial Services
Appointment Scheduling
Client Meetings
Hybrid Work

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