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Added 8 mins ago
KD
Direct Support Professional
Karis Disability Services
Windsor, ON
- Part-time
…weekends a month. Scheduled shifts will vary week to week based on program…
Added 8 mins ago
C
Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time
We're seeking an exceptional Customer Success Manager with deep expertise in the Canadian public sector and defence landscape to lead our most strategic government accounts. This role…
Added 9 mins ago
UH
Junior Clerk
University Health Network
Toronto, ON
- Part-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Ward Clerk - Schroeder Arthritis Institute
University Health Network
Toronto, ON
- Part-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Nurse - Brain Program - Inpatient Stroke Rehabilitation
University Health Network
Toronto, ON
- Part-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Practical Nurse - Operating Room
University Health Network
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Personal Support Worker - Complex Continuing Care
University Health Network
Toronto, ON
- Contract
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Practical Nurse - Brain Program, Stroke
University Health Network
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Nurse - Brain Program - Inpatient Stroke Rehabilitation
University Health Network
Toronto, ON
- Part-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Nurse - Geriatric Functional Enhancement Service (3D) & Frail Seniors Transition Home
University Health Network
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Practical Nurse - Brain Program, Stroke
University Health Network
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Practical Nurse - Musculoskeletal Rehabilitation Service
University Health Network
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Nurse - Amputee Rehabilitation Service
University Health Network
Toronto, ON
- Part-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Nurse - Progressive and Geriatric Rehabilitation Unit
University Health Network
Toronto, ON
- Contract
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UH
Registered Practical Nurse - Complex Continuing Care, Transitional Care, Low Intensity Rehabilitation
University Health Network
Toronto, ON
- Part-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 9 mins ago
UO
Manager, Risk Management (Environment)
University of Ottawa
Ottawa, ON
- Full-time
…institutional priorities within their area of responsibility (including program and project development and…
Added 9 mins ago
Employment Standards Officer
Department of Labour and Immigration
Winnipeg, MB
Reporting to the Manager of Client Services, the incumbent will investigate claims involving employers and employees from across the province. The work involves review of records,…
Added 22 mins ago
T
Software Engineer II - Online & Mobile Backend Developer
TD
London, ON · Toronto, ON
- Full-time
Undergraduate or above in a technology program, such as Computer Science, Engineering, Information Technology Management, Computing, etc.
Added 23 mins ago
Starbucks Barista (Winter Season 2026/2027)
Northland Properties
North Vancouver, BC
Reports to: Manager, Casual Dining & Starbucks Store Lead
Added 23 mins ago
TD
Sales Arborist
The Davey Tree Expert Company
Colborne, ON
- Full-time
…the local Davey Tree team. In partnership with the District Manager and a solid team at the local office, you will work with current clients and look to establish new ones using our storied…
Added 38 mins ago
MC
Cultural Programs Manager
Mikisew Cree First Nation
Fort Chipewyan, AB
- Full-time
Work closely with the MCFN Cree Language Program to support the revitalization, documentation, and intergenerational transmission of the Cree language through cultural practices,…
Added 38 mins ago
OC
Fund Development Officer, Monthly Giving (Acquisition)
Oxfam Canada
Ottawa, ON
- Full-time
Reporting to the Manager, Monthly Giving, the FDO, Monthly Giving will work with all units within the Fund Development Department; to support acquisition, retention and revenue growth, with…
Added 38 mins ago
FC
Meat Cutter (FT)
Federated Co-operatives Limited
Ste. Anne, MB
- Full-time
May provide operational oversight in absence of the Meat Manager.
Added 53 mins ago
E
Manager, Clinical Contracts
Extendicare
Markham, ON · SGP (Steeles Ave.)
- Full-time
Reporting to the Director of Procurement, the Manager of Clinical Contracts is responsible for managing the full contract lifecycle, supporting supplier negotiations, monitoring contractual…
Added 1 hour ago
C
Memory Living Manager
Chartwell
Guelph, ON
- Full-time
…skills to inspire a dedicated care team? As the Memory Living Manager at Chartwell, you’ll lead a specialized neighborhood that focuses on the social impact of Alzheimer’s and dementia,…

National Bank of Canada

Wealth Associate

Brossard, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 29, 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:

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

Coordinate communication among clients, wealth advisors, and collaborators while providing high-quality service in person, by phone, and by email. Support advisors by analyzing client accounts, processing investment transactions, maintaining client files, coordinating schedules 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

Customer Service
Client Communication
Client Account Analysis
File Management
Appointment Scheduling
Meeting Preparation
Calendar Coordination
Compliance
Risk Management
Microsoft Office
Organization
Priority Management
Teamwork
Business Development Support

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
Hybrid Work Model
Flexible Work Schedule
Flexible Leave

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Brokerage
Investment Advisors
Client Service
Customer Service
Client Communication
Investment Accounts
Account Transactions
Client Account Analysis
Business Development
Client Files
Appointment Scheduling
Calendar Coordination
Meeting Preparation
Compliance
Risk Management
Microsoft Office
Banking Operations
Administration
Organizational Skills
Priority Management
Hybrid Work

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