Jobs in Canada

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Added 21 mins ago
FI
Director, Pre-Construction Sales
Fero International Inc.
Stoney Creek, NB
- Contract
Conduct market, customer and competitive research to identify opportunities and client priorities, and translate insights into differentiated positioning, pricing recommendations and growth…
Added 51 mins ago
MW
Junior Investment Advisor Opportunity
Manulife Wealth
Montreal, QC
- Full-time
As a Junior Wealth Management Advisor, you will begin by learning the foundations of the industry while developing your own client base from the ground up. This role requires a high level…
Added 1 hour ago
MA
Senior H&B Consultant I
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
MA
Oliver Wyman Actuarial - Senior Manager - Life Practice
Marsh Agency
Toronto, ON
- Full-time
…strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness and clear communication.…
Added 2 hours ago
LH
Physiotherapist
Lifemark Health Group
Trenton, ON
- $36.92 to $54.14 CAD / hour
- Full-time
PhysioHouse Trenton clinic provide personalized, evidence-based rehabilitation for a predominantly private client population, helping individuals recover from injury, manage pain, and…
Added 2 hours ago
BR
Corporate & Commercial Counsel
BJRC Recruiting
Toronto, ON
- Full-time
Our client is an innovative, venture-backed legal services firm transforming the delivery of legal services through the integration of advanced AI technology and top-tier legal expertise.…
Added 2 hours ago
OM
Audience & Data Strategy Director
Omnicom Media
Toronto, ON
- Full-time
Serving as a trusted advisor, you will connect client priorities to the right data capabilities (1P, 2P, 3P), technology, and strategy, to help drive measurable business outcomes.
Added 2 hours ago
RJ
Compliance Officer, RJLU
Raymond James Ltd.
Toronto, ON
- Full-time
RJLU is a cross-border firm registered in the U.S · broker-dealer or Canadian cross-border dealer highly desired
Added 2 hours ago
F
Senior Manager, Commerce
Flywheel
Toronto, ON
- Full-time
We’re looking for a Senior Manager, Commerce to join our growing Client Services team. In this senior client leadership role, you’ll set the strategic direction for key client relationships…
Added 2 hours ago
G
Claims Advocate, Commercial Insurance
Gallagher
Burnaby, BC
- Full-time
Act as a trusted advisor to senior client stakeholders and executive decision-makers.
Added 2 hours ago
AG
Audience & Data Strategy Director
Adelphi Group
Toronto, ON
- Full-time
Serving as a trusted advisor, you will connect client priorities to the right data capabilities (1P, 2P, 3P), technology, and strategy, to help drive measurable business outcomes.
Added 3 hours ago
A
Regional Marketing Manager- Edmonton Store Support Centre Office
AutoCanada
Calgary, AB
- Other
Act as the primary marketing partner and trusted advisor to General Managers and dealership leadership across your portfolio.
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Blainville, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Montreal, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Pointe-Claire, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Montreal, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Laval, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Brossard, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Terrebonne, QC
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 3 hours ago
F
Territory Manager
F12.net
AB · Alberta, Canada
- Full-time
…customer. The Territory Manager uses their business acumen, client centric and consultative approach to build trust, relevance and value with their customers. The Territory Manager builds…
Added 3 hours ago
BI
Investment Bank Diversified Industries, Analyst
Barclays Investment Bank
Toronto, ON
- Full-time
Experience with executing transactions and client management
Added 3 hours ago
AC
Regional Service Agent
Allstate Canada
Fredericton, NB
- Full-time
Must have General Insurance License (OTL) or General level 1 insurance license or be willing to obtain for the province you are located in
Added 3 hours ago
AC
Allstate Sales Agent Trainee
Allstate Canada
Toronto, ON
- Full-time
…the more you can make. You’ll learn how to become a trusted advisor to your clients and make a real impact on their lives, all while building a rewarding career in…
Added 3 hours ago
A
Customer Success Advisor, Design & Manufacturing
Autodesk
Montreal, QC
- Full-time
As a Customer Success Advisor you’ll collaborate with Account teams, Channel Partners, and Sales Representatives to help customers fully realize the value of their Autodesk solutions. Your…

National Bank of Canada

Wealth Associate

Ottawa, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 23, 2026
Posting language: English
Posted: Oct 24, 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: 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 on LinkedIn About employer

More about this job

Responsibilities

Support wealth advisors by responding to client requests, processing investment transactions and account instructions, and maintaining client files. Prepare portfolio reports, coordinate appointments and meetings, and follow compliance and risk management requirements.

Requirements

Requires a college or university diploma in a related field and two years of relevant experience in banking, insurance, or financial services. Candidates must have the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, strong Microsoft Office knowledge, and excellent 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
Customer Service
Financial Transactions
Securities Purchases And Sales
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Compliance
Risk Management
Microsoft Office
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Banking
Insurance
Financial Services

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Work requirements

Jobs in Canada