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Added 4 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
…prospective clients (offering janitorial and non-janitorial services), qualify prospects, and schedule appointments for our sales…
Added 4 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
…prospective clients (offering janitorial and non-janitorial services), qualify prospects, and schedule appointments for our sales…
Added 5 hours ago
RD
RBCDS - Administrative Associate
RBC Dominion Securities
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…the right to be clients’ first choice for wealth management services. For more than a century, the firm has supported individuals, families, businesses, charitable foundations, and other…
Added 6 hours ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Mississauga, ON · Brampton, ON · Maple, ON · Woodbridge, 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 6 hours ago
CF
Sales Associate
Canadian Forces Morale and Welfare Services (CFMWS)
Borden, ON
- Part-time
As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may…
Added 6 hours ago
CF
Sales Associate
Canadian Forces Morale and Welfare Services (CFMWS)
Moose Jaw, SK
- Part-time
As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may…
Added 6 hours ago
CF
Department Associate (4)
Canadian Forces Morale and Welfare Services (CFMWS)
Saint-Gabriel-de-Valcartier, QC · Valcartier
- Full-time
As a Department Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF) and in assisting them, you are helping your community. You assist…
Added 6 hours ago
CF
Department Associate
Canadian Forces Morale and Welfare Services (CFMWS)
Petawawa, ON
- Part-time
As a Department Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF) and in assisting them, you are helping your community. You assist…
Added 6 hours ago
CF
Sales Associate
Canadian Forces Morale and Welfare Services (CFMWS)
Petawawa, ON
- Part-time
As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may…
Added 6 hours ago
CF
Senior Manager, MFS
Canadian Forces Morale and Welfare Services (CFMWS)
Cold Lake, AB
- Full-time
The Senior Manager will lead and manage the implementation, evaluation and reporting of key initiatives as directed by Associate Director, Resilience and Engagement, Policy and Program…
Added 6 hours ago
CF
Home and Electronics Sales Associate (4)
Canadian Forces Morale and Welfare Services (CFMWS)
Borden, ON
- Part-time
As a Home and Electronics Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF) and in assisting them, you are helping your…
Added 6 hours ago
CF
Sales Associate
Canadian Forces Morale and Welfare Services (CFMWS)
Meaford, ON
- Part-time
As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may…
Added 7 hours ago
C
Associate Financial Advisor
CIBC
Mississauga, ON
- 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 7 hours ago
C
Associate Financial Advisor
CIBC
Kingston, ON
- 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 9 hours ago
FR
Security Concierge Supervisor
FirstService Residential Canada
Toronto, ON
- Full-time
As a Security Concierge Supervisor, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated,…
Added 9 hours ago
G
Senior Lawyer - Solicitor
gpac
Vancouver, BC
- $121,800 to $162,400 CAD / year
- Full-time
…within a firm known for its strong reputation, sophisticated client base, and collegial…
Added 13 hours ago
NB
Senior Account Manager, Commercial Banking
National Bank of Canada
Coquitlam, BC
- Full-time
Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
Added 14 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 15 hours ago
FR
Weekend Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 15 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 20 hours ago
C
Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
…nombre de locataires et les plus qualifiés. Notre gamme de services comprend la publicité numérique, la gestion des médias sociaux et de la réputation, ainsi que des solutions d'analyse de…
Added 22 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
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…
Added 1 day ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 day ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 day ago
C
Associate Insurance Advisor - Farm Specialist
Co-operators
Ponoka, AB
- Full-time
We’re hiring: Associate Insurance Advisor – Farm Insurance | Ponoka, Alberta

National Bank of Canada

Wealth Associate

Victoria, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
Posting language: English
Posted: Oct 28, 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 related college or university diploma and at least 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, completed the Canadian Investment Regulatory Exam, and have strong Microsoft Office knowledge and 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
Client Service
Financial Transactions
Securities Purchases and Sales
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Microsoft Office
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Compliance
Risk Management
Banking
Insurance
Financial Services
Appointment Scheduling
Administrative Management

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