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Added 1 min ago
Class 5 Truck Driver
Diabetes Canada / National Diabetes Trust
Moncton, NB
Hiring Process Disclosure: This posting is for an existing vacancy. All applications are reviewed by a member of our Human Resources team. We do not use AI in the recruitment process.
Added 1 min ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 1 min ago
H
Executive Director
HealthCareersInSask.ca
Cupar, SK
- Full-time
…your application history and talent profile being shared with Human Resources and the applicable hiring…
Added 1 min ago
A
Senior Channel Sales Manager- Banks
ADP
Mississauga, ON
- Full-time
As the Senior Channels Sales Manager Bank at ADP, you will play a pivotal role in managing our external banking relationships. Your efforts will directly increase qualified referral…
Added 1 min ago
F
Regional Operations Manager - GTA
Foodtastic
ON · Missisauga, Ontario
- Full-time
Regional Operations Manager - Summary of the Role
Added 2 mins ago
TT
GTM (Go-To-Market) Partner
Tundra Technical Solutions
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
Social Responsibility – at Tundra, we pride ourselves in our ability to influence change, whether it be the work from the DEIB Council, give-back initiatives, or our green programs.
Added 2 mins ago
WC
(CAN) Site People Partner (HRBP) (Calgary/RockyView)
Walmart Canada
Rocky View No 44, AB · Rocky View County, AB
- Full-time
…assigned region. This position partners closely with the General Manager(s) and other management team members on a regular…
Added 17 mins ago
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Loss Prevention Manager
Marriott
Toronto, ON
- Full-time
Assists the Director of Engineering in administering fire prevention programs and emergency preparedness.
Added 17 mins ago
PW
Community and Special Projects Coordinator
Pavilion Women's Centre
Haileybury, ON
- Full-time
- Temporary
Maintain committee financial reports with the Finance Manager
Added 17 mins ago
CE
Front of House Manager - National 10th
Concorde Entertainment Group
Calgary, AB
- Full-time
A manager contributes to all front of house operations and is responsible for several functions including but not limited to scheduling, inventory control, coordination of sales, guest…
Added 17 mins ago
M
Sr. Manager, Workforce Readiness
McKesson
Mississauga, ON
- Full-time
The Workforce Readiness team is seeking a Senior Manager of Workforce Readiness to accelerate adoption, alignment, and engagement across the McKesson Technology Acceleration Program (MTAP).…
Added 31 mins ago
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VIP BOH SUPERVISOR
Cineplex
Markham, ON · CPX Markham and VIP
- Part-time
…could include opening and closing the building as the sole Manager on duty. The VIP BOH Supervisor primarily focuses on the back of house areas, in a quick service restaurant style kitchen,…
Added 31 mins ago
AC
Training Designer
Air Canada
Toronto, ON
- Full-time
The Training Designer is responsible for designing, developing and maintaining effective learning programs that support business objectives and are aligned with Air Canada’s strategic…
Added 31 mins ago
Sr/Lead Expeditor
Kiewit
Calgary, AB
…framework and recommend changes in surveillance, escalation, and resources. Formal staffing, personnel management, and program governance remain with the designated lead or…
Added 31 mins ago
Human Resources Advisor
Domtar Products
Skookumchuck, BC
Work with the HR Manager in the development and communication of human resources business, processes, policies and programs
Added 31 mins ago
PG
Manager, Media Planning
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
As a Planning Manager at Spark, you will oversee a team of media professionals in developing ideas and activations that drive human connections. You will lead the team in pursuing…
Added 46 mins ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
AbbVie
Markham, ON
- $134,000 to $184,000 CAD / year
- Contract
Senior Manager Business Human Resources (BHR) serves as a trusted partner to the business, helping to shape our culture, supporting our business strategies, and delivering the talent and…
Added 46 mins ago
Employment Consultant - Integrated Employment Services (Newmarket)
ACCES Employment
Newmarket, ON
…their skills and experience. We provide customized job search programs that meet the unique needs of our jobseekers. Our vision is to achieve a fully inclusive labour force that reflects…
Added 1 hour ago
BL
Coordinator, Volunteer Services
Better Living and Community Services
Newmarket, ON
- Full-time
Certification in Volunteer Management an asset. Either Certified Volunteer Resource Manager (CVRM) through PAVRO or Certified in Volunteer Administration (CVA) through Volunteer Management…
Added 1 hour ago
TS
Community & Family Services Worker
The Salvation Army Canada and Bermuda Territory
High River, AB · Foothills Church & Community Ministries
- Part-time
Makes appropriate referrals to internal and external programs/services/resources to best support our clients.
Added 1 hour ago
CT
Project Manager, Construction
Canadian Tire Corporation
Kitchener, ON · Quarry Park
- Full-time
The Project Manager, Construction reports to the Director, Construction as part of a high energy and motivated internal team, who will guide a team of consultants, general contractors, and…
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
The team is entering an important next stage of its evolution. We are strengthening a digital-first, human-enabled service model that improves first-contact resolution, builds customer…
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
The team is entering an important next stage of its evolution. We are strengthening a digital-first, human-enabled service model that improves first-contact resolution, builds customer…
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
The team is entering an important next stage of its evolution. We are strengthening a digital-first, human-enabled service model that improves first-contact resolution, builds customer…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
…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…

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!

Apply About employer

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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