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Added 15 mins ago
R
Investment and Retirement Planning Associate
RBC
AB · Strathcona County, AB
- Full-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 28 mins ago
C
Bilingual Operations Associate – Transfers & Investments
Collabera
Mississauga, ON
- $20 to $20.6 CAD / hour
- Contract
…high-volume operations team. This role focuses on processing client requests, manually entering banking information into internal systems, and ensuring accuracy while meeting service-level…
Added 28 mins ago
PC
Digital Operations, Consulting - Senior Associate
PwC Canada
Toronto, ON
- Full-time
…operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes,…
Added 45 mins ago
H&
Patient Support Associate / Soutien à la Clientèle
Hims & Hers
Remote, Canada
- $20 to $24 CAD / hour
- Full-time
- Remote
As a Patient Support Associate, your role will be to provide high-quality, empathetic support to our patients in both French and English. Working alongside our Support and Operations team,…
Added 45 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 45 mins ago
MI
Associate Director, Business Data Office, Data Integrity & Operations
MUFG Investor Services
Toronto, ON
- $75,750 to $125,000 CAD / year
- Full-time
…solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay,…
Added 57 mins ago
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Personal Banking Associate - Terrebonne-Nord (Part-time, 22.5h/week)
TD
Terrebonne, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
AM
Mortgage Associate
AKAL Mortgages Inc.
Calgary, AB
- Contract
Build your client relationships, expand your referral network, and grow your mortgage business with the support of an experienced national team.
Added 1 hour 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
Trois-Rivières, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 1 hour ago
MI
Associate Director, Business Data Office, Data Integrity & Operations
MUFG Investor Services
Toronto, ON
- $75,750 to $125,000 CAD / year
- Full-time
…solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay,…
Added 2 hours ago
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Invoicing Associate (16-month contract)
Demant
Kitchener, ON
- Contract
Generate and invoice all ITE (In the Ear), BTE (Behind the Ear) hearing aid repair, remake, and service orders.
Added 2 hours ago
R
Relationship Manager, Business Markets
RBC
Rimouski, QC
- Full-time
…business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other RBC…
Added 2 hours ago
T
Private Trust Client Service Associate
TD
Toronto, ON
- Full-time
Provide Exceptional client service and timely administration based on client requests/commitments and/or fiduciary responsibilities
Added 2 hours ago
OC
Bakery Associate - PT (Langley)
Otter Co-op
Langley (District), BC
- $18.25 to $21.15 CAD / hour
- Part-time
Otter Co-op is now hiring a Part-Time Bakery Associate for our Retail Centre located in Langley, BC.
Added 2 hours ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Edmonton, AB
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 2 hours ago
BB
Marchandiseur/Marchandiseuse (Saisonnier(ère)) / Merchandiser (Seasonal)
Best Buy Canada
Saint-Bruno, QC
- Part-time
Grow your career in similar roles (customer service representative, sales associate, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 2 hours ago
OT
Associate, Client Services
Odyssey Trust Company
Calgary, AB
- Full-time
The Associate, Client Services will be an integral part of our Calgary team. On a day-to-day basis you will be assisting the Client Services team, with managing all aspects of our clients’…
Added 2 hours ago
GL
Booklet Associate
GroupSource LP
Calgary, AB
- Full-time
The Booklets Associate will create and update benefit booklets for clients and their employees, as well as create and update the contracts between GroupSource, carriers, and clients, all…
Added 2 hours ago
Travel Consultant (FT, Sarnia)
CAA Club Group
Sarnia, ON
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 2 hours ago
Advisor Associate Wealth
Scotiabank
Toronto, ON
…Advisors and Portfolio Managers in maintaining high standards of service for all MD…
Added 2 hours ago
Invoicing Associate (16-month contract)
Demant Group
Kitchener, ON
Generate and invoice all ITE (In the Ear), BTE (Behind the Ear) hearing aid repair, remake, and service orders.
Added 2 hours ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Constant, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 2 hours ago
RU
Private Client Services Associate - Fall 2027
RSM US LLP
Toronto, ON
- Full-time
Staying current on tax legislation relevant to Private Client Service clients
Added 2 hours ago
RU
International Tax Transfer Pricing Associate - Fall 2027
RSM US LLP
Toronto, ON
- Full-time
As a Transfer Pricing Associate, you will be responsible for working on multiple client engagements, client communications, and developing your transfer pricing technical skills and…
Added 3 hours ago
T
Personal Banking Associate
TD
Brampton, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…

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!

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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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