Jobs in Canada

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Added 8 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Sarnia, ON
- Full-time
To manage the operations of the Pharmacy while on duty, including providing consultation to both customers and health care providers, practice to full scope in providing professional…
Added 8 mins ago
SD
Chef caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 8 mins ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Collingwood, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 mins ago
SD
Beauty Specialist, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Collingwood, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kitchener, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Brooklin, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 mins ago
SD
Chef caissier(ère), rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Montreal, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 8 mins ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Edmonton, AB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 mins ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 mins ago
W
Modular Team Associate
Walmart
Ottawa, ON
- Full-time
Added 8 mins ago
W
(CAN) Préposé au traitement des commandes OMNI
Walmart
Rimouski, QC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 8 mins ago
W
(PT) OMNI Customer Fulfillment Associate
Walmart
Greenwood, NS
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 8 mins ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Burlington, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 8 mins ago
W
(CAN) Associé, équipe des activités de protection des biens
Walmart
Montreal, QC
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 8 mins ago
NI
Shipping Associate - Edmonton
NCS International Co.
AB · NCS - Edmonton
- Full-time
Reporting to the Operations Manager, the Shipping Associate is responsible for ensuring all shipments are accurate and delivered in a timely manner.
Added 8 mins ago
NI
Warehouse Associate - Edmonton
NCS International Co.
AB · NCS - Edmonton
- Full-time
Added 8 mins ago
TM
Manager, Business Innovation
Toyota Motor Corporation
Kamloops, BC · Toyota Canada Inc - Head Office
- Full-time
Added 8 mins ago
TH
Flooring & Decor Sales Specialist Part -Time - 7062 Clareview
The Home Depot
Canada
- Part-time
…Specialists drive sales to support department and store goals. Each associate has the responsibility of providing a safe working and shopping environment by following all safety policies &…
Added 23 mins ago
CG
Associate, Financial Planning
Canaccord Genuity Group Inc.
Edmonton, AB
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 23 mins ago
SC
Principal Data Engineer
Sleep Country
Brampton, ON
- Full-time
Working closely with stakeholders across Business Intelligence, Digital, Finance, Supply Chain, Operations, and Technology, the Principal Data Engineer drives the design and evolution of…
Added 23 mins ago
S
Food Service Attendant (Full-Time) - Tim Hortons (YYZ)
SSP
Mississauga, ON
- Full-time
SSP Canada operates more than 30 restaurants throughout Toronto Pearson International Airport. The Food Service Associate plays a vital role in delivering excellent customer experiences by…
Added 23 mins ago
CI
Sales Associate, Seasonal
Crocs, Inc.
ON · Vaughan, ON
- Part-time
We are hiring a Seasonal Sales Associate to deliver outstanding consumer experiences, support all areas of the store including POS, merchandising, product placement, stockroom operations,…
Added 23 mins ago
CI
Sales Associate, Seasonal
Crocs, Inc.
ON · Vaughan, ON
- Part-time
We are hiring a Seasonal Sales Associate to deliver outstanding consumer experiences, support all areas of the store including POS, merchandising, product placement, stockroom operations,…
Added 24 mins ago
T
GKE Cloud Security Engineer
TheCorporate
ON · Ontario, Canada
- Contract
Develop and maintain security tools, scripts, and automation workflows to enhance container security operations and incident response capabilities.
Added 54 mins ago
SJ
Associate Brand Manager
So Jobs
Montreal, QC
- $78,300 to $102,300 CAD / year
- Full-time
Senior Analyst, Brand Revenue Growth Management (RGM) / Associate Manager, Brand Revenue Growth Management (RGM)

National Bank of Canada

Wealth Associate

Oakville, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 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!

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More about this job

Responsibilities

Support wealth advisors by delivering client service, processing investment transactions and account instructions, and maintaining accurate client files. Prepare portfolio reports, coordinate appointments and meetings, and follow compliance and 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 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 Advisors
Customer Service
Financial Transactions
Securities Purchases and Sales
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client Files
Portfolio Management Reports
Compliance
Risk Management
Microsoft Office
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Banking
Insurance
Financial Services
Appointment Scheduling
Administrative Management

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