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Added 26 mins ago
E
Employment Consultant
Equus
Hamilton, ON
- $25.25 CAD / hour
- Full-time
The Employment Consultant reports to the Program Manager and supports individuals in identifying, preparing for, and maintaining sustainable employment goals.
Added 26 mins ago
TH
Senior Project Manager, IT Infrastructure Readiness, Epic Connect THP/HH
Trillium Health Partners
ON · ON, Canada
- Full-time
Position: Senior Project Manager, IT Infrastructure Readiness, Epic Connect THP/HH
Added 29 mins ago
BB
Senior Project Manager
Bosch Building Technologies North America
Toronto, ON
- Full-time
The Senior Project Manager is responsible for leading projects from initiation through completion, ensuring successful delivery within scope, schedule, budget, and quality objectives.
Added 32 mins ago
TH
Senior Project Manager, Epic Connect THP/HH
Trillium Health Partners
ON · ON, Canada
- Full-time
…with the Project Director, Epic Connect, the Senior Project Manager is a critical leadership role and the central program integrator for the due diligence and planning phase. The success of…
Added 32 mins ago
MANAGER
Boutique La Vie En Rose
Halifax, NS
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 32 mins ago
ACTING MANAGER
Boutique La Vie En Rose
Ottawa, ON
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 32 mins ago
CG
Senior EHS Manager
C.H. Guenther & Son
Concord, ON
- Full-time
The Senior Site EHS Manager serves as the primary EHS authority for large, complex manufacturing sites, responsible for shaping, leading, and sustaining exceptional environmental, health,…
Added 32 mins ago
A
Medical Sales Representative- 1 yr contract
AstraZeneca
Vancouver, BC · Virtual - Vancouver
- Full-time
Reporting to the BC Area Business Manager, you will collaborate with your territory business partner to create and implement a sales management plan aimed at meeting or surpassing sales…
Added 33 mins ago
WR
Program Operations Manager, Family Birthing Centre
Windsor Regional Hospital
Windsor, ON
- Full-time
The Program Operations Manager, Family Birthing Centre is accountable for the leadership, coordination, and performance of patient care services within the program. This role ensures the…
Added 33 mins ago
WR
Coordinator - Regional Cancer Program (Full Time)
Windsor Regional Hospital
Windsor, ON
- Full-time
Reporting to the Manager, Regional Programs and Psychosocial Oncology, Cancer Program, the Program Coordinator works within a team environment and in partnership with internal and external…
Added 46 mins ago
S
Strategic Sourcing Manager
SinaLite
Markham, ON
- Full-time
…invested in helping our own team grow. We were named a 2025 Regional Finalist in Canada’s Best Managed Companies Program, and we’re looking for our next Strategic Sourcing Manager to help…
Added 46 mins ago
PM
Branch Manager
Patrick Morin
Carleton Place, ON
- Full-time
Like a sports team, every role contributes to the company’s success. The manager acts as a team leader and contributes to the company’s reputation through customer satisfaction.
Added 46 mins ago
PM
Internal Account Manager– Commercial Sales
Patrick Morin
Limoges, ON
- Full-time
Like a sports team, each role contributes to the company’s success. The internal account manager acts as a resource person for the development and maintenance of relationships with…
Added 55 mins ago
Unit Clerk
Winnipeg Regional Health Authority
Steinbach, MB
Work Location: Bethesda Regional Health Centre
Added 56 mins ago
NB
Business Development Manager, Equipment Finance
National Bank of Canada
Montreal, QC
- Full-time
A career as a business development manager / business development manager in the Equipment Finance team at National Bank means acting as a trusted advisor to business clients operating in…
Added 56 mins ago
AG
Production Operator C
Ash Grove Cement Company
Mississauga, ON
- Other
We provide stability and advancement opportunities across North America. Use our tuition reimbursement program to help you meet your career goals.
Added 1 hour ago
E
Purchasing Supervisor
EllisDon
Edmonton, AB · Fort Saskatchewan, AB
- Full-time
…regulatory requirements and have a Responsive Modified Work Program to ensure workplace…
Added 1 hour ago
NR
IT Security Manager
Norton Rose Fulbright
Toronto, ON
- Full-time
Reporting to the Director of Enterprise Architecture, the IT Security Manager is responsible for leading the implementation, operation, monitoring, compliance, and continuous improvement of…
Added 1 hour ago
Lead, Environmental Services
ISL Engineering & Landservices
Burnaby, BC · BC · Langley Township, BC
This position will provide regional-level leadership within ISL’s Environmental Services team, acting as the primary point of coordination, technical oversight, and staff support for…
Added 1 hour ago
L
7761 - Store Manager (H)
Lids
Rocky View No 44, AB · Rocky View County, AB
- $20 to $21 USD / hour
- Full-time
Collaborate across store channels and/or districts using company Discussion Boards or district and regional chat platforms.
Added 1 hour ago
TH
Merchandising Associate Part Time (ORLEANS)
The Home Depot Canada
Ottawa, ON
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 1 hour ago
TH
Merchandising Execution Associate Part Time - 7172 Sherwood Park
The Home Depot Canada
Sherwood Park, AB
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 1 hour ago
Financial Consultant, Regional Services - MD Financial Management (Quebec, QC)
Scotiabank
Quebec, QC
Reporting to the Regional Manager as a Financial Consultant, you will assist MD’s physician clients and their families in achieving their personal financial goals. Working as a partner with…
Added 1 hour ago
CG
Security Guard - Spare - Borden Data Centre
Commissionaires Great Lakes
ON · Borden, Ontario
- Part-time
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…

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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