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Added 24 mins ago
EI
Brand Protection Advisor (Hospitality and Hotels)
Ecolab Inc.
Montreal, QC · Quebec, QC
- Full-time
Complete a budgeted number of visits each week, delivering an exceptional client experience
Added 55 mins ago
T
Customer Experience Associate
TD
Kamsack, SK
- Part-time
…get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of a Customer Experience Associate. We…
Added 55 mins ago
S
Seasonal Associate
sephora.com
Edmonton, AB
- $17 to $20 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 hour ago
SH
Retail Sales Associate
Sunglass Hut
Kingston, ON
- Full-time
The Retail Sales Associate will be responsible for providing exceptional customer service, building strong relationships with clients, and achieving sales targets. As an associate, you will…
Added 1 hour ago
T
Customer Experience Associate
TD
AB
- Part-time
…get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of a Customer Experience Associate. We…
Added 1 hour ago
C
Financial Planner II (CIRO-ID)
CIBC
Brampton, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 1 hour ago
B
Senior Associate, Business Restructuring & Turnaround Services
BDO
Vancouver, BC
- Full-time
We’re looking for a Senior Associate to join our Corporate Restructuring group. This is a unique opportunity for someone who wants to build a meaningful career in financial advisory - where…
Added 1 hour ago
S
Seasonal Associate
sephora.com
Surrey, BC
- $19.85 to $24.8 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 2 hours ago
AD
Bilingual Billing Associate (English/French) (Barrie, ON)
Antech Diagnostics
Barrie, ON
- Full-time
Experience in customer service or client-facing roles.
Added 2 hours ago
EI
Brand Protection Advisor (Hospitality and Hotels)
Ecolab Inc.
Montreal, QC · Quebec, QC
- Full-time
Complete a budgeted number of visits each week, delivering an exceptional client experience
Added 2 hours ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Regina, SK
- Full-time
If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are…
Added 2 hours ago
FN
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial LP
Vancouver, BC
- Full-time
…BMBE, the Manager manages a team of Mortgage Underwriters, Associate Mortgage Underwriters, and Mortgage Funders in meeting the goals of the Third Party Residential Underwriting Division.…
Added 2 hours ago
A
Associate, Investment Banking Energy
ATB
Calgary, AB
- Full-time
ATB Capital Markets Corp. is looking for an experienced Associate to join the Energy & Infrastructure group within the Investment Banking team. The team draws from a breadth and depth of…
Added 3 hours ago
CG
Chef Manager
Compass Group Canada
Sudbury, ON
- Full-time
The salary for this position is $58,000-$60,000. Final compensation will be determined based on relevant skills, experience, qualifications, and internal equity. In addition to base salary,…
Added 3 hours ago
Managed Services - Service Desk Administrator 1
Convergence Networks
Ottawa, ON
Experience using a triaging or priority system to gauge client issues and impact.
Added 4 hours ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of a Customer Experience Associate. We…
Added 4 hours ago
C
Associate Financial Advisor
CIBC
Williams Lake, BC
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 4 hours ago
RB
Bilingual Equipment Finance Associate - RCAP Leasing
Royal Bank of Canada
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 4 hours ago
PC
Private Tax, Senior Associate
Pwc Canada
Windsor, ON · Waterloo, ON · London, ON
- Full-time
As a Senior Associate, you will be part of a team of problem-solving professionals, helping to find solutions to complex business issues from strategy to implementation. The PwC…
Added 4 hours ago
PC
Real Estate Corporate Tax, Senior Associate
Pwc Canada
Toronto, ON
- Full-time
As a Senior Associate within the Real Estate Corporate Tax practice you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.…
Added 4 hours ago
PC
Indirect Tax – Payroll, Senior Associate (Bilingual ENG/FR)
Pwc Canada
Toronto, ON · Windsor, ON · Quebec, QC · Montreal, QC · Ottawa, ON · Winnipeg, MB · Vancouver, BC · Victoria, BC · ON · Vaughan, Ontario
- Full-time
As an Indirect Tax - Payroll Senior Associate, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities…
Added 4 hours ago
VA
Inventory Coordinator, Western Veterinary Specialist & Emergency Centre
VCA Animal Hospitals
Calgary, AB
- Internship
…Canada is also passionate about providing an industry-leading Associate experience to over 4,000 Canadians employed across the country. In 2026, for the third year in a row, we were named…
Added 4 hours ago
VA
Veterinary Assistant, Medical Oncology, Western Veterinary Specialists and Emergency Centre
VCA Animal Hospitals
Calgary, AB
- Internship
…Canada is also passionate about providing an industry-leading Associate experience to over 4,000 Canadians employed across the country. In 2026, for the third year in a row, we were named…
Added 4 hours ago
VA
Operations Supervisor, Calgary North Animal Hospital
VCA Animal Hospitals
Calgary, AB
- Full-time
2 years of minimum experience working in a fast-paced client service environment. Medical office (human or companion animal) experience would be an asset.
Added 5 hours ago
T
Personal Banking Associate - Sherbrooke, Fleurimont (Full time)
TD
Sherbrooke, QC
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…

National Bank of Canada

Wealth Associate

Quebec, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Oct 21, 2026

Original job description

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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:

Ensure effective communication between all parties (clients, advisors, and various collaborators)
Provide superior customer service in person, on the phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Diligently carry out transactions related to investment accounts
Open and update client files
Coordinate advisors’ agendas, schedule appointments, and prepare clients 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:

College diploma in a related field
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Good knowledge of the Microsoft Office suite
Organizational and priority management 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

Provide exceptional client service and coordinate communication among clients, wealth advisors, and other collaborators. Support advisors by analyzing client accounts, processing investment account transactions, maintaining client files, coordinating appointments and meetings, and following compliance and risk management rules.

Requirements

A college diploma in a related field and at least one year of relevant experience in banking operations, customer service, administration, or a related area are required. Candidates should have good knowledge of Microsoft Office and strong organizational and priority management 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
Banking
Investment Brokerage
Client Service
Wealth Advisors
Investment Accounts
Account Analysis
Business Development
Financial Transactions
Client Files
Appointment Scheduling
Meeting Coordination
Compliance
Risk Management
Microsoft Office
Banking Operations
Customer Service
Administration
Hybrid Work
Communication
Organization
Priority Management

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