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Territory Manager
Newfoundland and Labrador Dairy Co-operative
St. John's, NL
- Full-time
Territory Manager - Avalon Peninsula & Marystown
Added 13 mins ago
SH
Perioperative Nurse (N2) - Adult Operating Room
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the direction of the O.R. Manager, Health Services, the incumbent is responsible for: promotion and compliance with the HSC mission, objectives, goals, policies and procedures for…
Added 13 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Internship
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 13 mins ago
SH
Clinical Resource Nurse - Charge Nurse
Shared Health-Soins Communs
Dauphin, MB
- Full-time
Under the general supervision of the Client Care Coordinator and/or Care Team Manager, and while demonstrating a commitment to the vision, mission, values and strategic priorities of…
Added 13 mins ago
SH
Rehabilitation Aide (Rehabilitation Assistant)
Shared Health-Soins Communs
Swan River, MB
- Internship
…carry out rehabilitation programs following the assessment, program development and delegation of intervention by a therapist or nurse with the goal to rehabilitate, maintain and optimize…
Added 13 mins ago
SH
Cook I (Drivers License Required)
Shared Health-Soins Communs
Boissevain, MB
- Full-time
Under the direction of the Nutrition Services Supervisor and/or Manager, the Cook I is responsible for performing the following activities according to related policies and procedures and…
Added 13 mins ago
SH
Clinical Resource Nurse - Charge Nurse (LPN)
Shared Health-Soins Communs
Virden, MB
- Full-time
Under the general supervision of, and in collaboration with the manager, the Clinical Resource Nurse (CRN)/Charge Nurse is responsible for providing clinical leadership and daily…
Added 13 mins ago
SH
Cook I
Shared Health-Soins Communs
Souris, MB
- Internship
Under the direction of the Nutrition Services Supervisor and/or Manager, the Cook I is responsible for performing the following activities according to related policies and procedures and…
Added 13 mins ago
SH
Unit Assistant
Shared Health-Soins Communs
Swan River, MB
- Full-time
Department / Unit: Hemodialysis (Renal Program)
Added 13 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Full-time
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 13 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Internship
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 13 mins ago
SH
Administrative Secretary 2
Shared Health-Soins Communs
Brandon, MB
- Internship
The Administrative Secretary 2 will provide clerical and administrative support functions for all of the staff and clients who receive services from the program that they support. The…
Added 13 mins ago
SH
Health Care Aide - Cardiology Input Unit -5A/6A/PRU
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Program Team Manager and a Registered Nurse (RN) or Registered Psychiatric Nurse (RPN), and while demonstrating a commitment to the Mission, Values and…
Added 13 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Internship
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 13 mins ago
SH
Pharmacy Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the…
Added 13 mins ago
SH
Perioperative Nurse (N2) - Adult Operating Room
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the direction of the O.R. Manager, Health Services, the incumbent is responsible for: promotion and compliance with the HSC mission, objectives, goals, policies and procedures for…
Added 13 mins ago
Clinical Psychologist, Health Psychology Team
Nova Scotia Health and IWK Health
Halifax, NS
Department/Program: Psych-GI/Psych/Nut, Children's Medical Care
Added 28 mins ago
SH
Supervisor, Environmental Services
Shared Health-Soins Communs
Erickson, MB
- Full-time
Participates in the application of the Attendance Support and Assistance Program.
Added 28 mins ago
SH
Pharmacy Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the…
Added 28 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Full-time
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 28 mins ago
SH
Activity Instructor 2
Shared Health-Soins Communs
Brandon, MB
- Internship
The Activity Instructor II (AI2) works under the direction of the Manager/Supervisor, Mental Health Services to provide mobile community based services for persons with mental health…
Added 28 mins ago
SH
Respiratory Therapist
Shared Health-Soins Communs
Brandon, MB
- Internship
Certified in Advance Cardiac Life Support, Pediatric Advanced Life support or Neonatal Resuscitation Program
Added 28 mins ago
SH
Manager Health Services
Shared Health-Soins Communs
Neepawa, MB
- Full-time
The Manager Health Services shall be accountable to the appropriate Director and is responsible for the development, coordination, implementation, evaluation and operation of the assigned…
Added 28 mins ago
SH
Community Mental Health Worker
Shared Health-Soins Communs
Brandon, MB
- Full-time
Site: Prairie Mountain Health - Mental Health Program (includes Community and Crisis Services)
Added 28 mins ago
SH
Activity Instructor 2
Shared Health-Soins Communs
Brandon, MB
- Internship
The Activity Instructor II (AI2) works under the direction of the Manager/Supervisor, Mental Health Services to provide mobile community based services for persons with mental health…

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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