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Added 20 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Redvers, SK
- Full-time
…recommending suitable parts and related products, promoting seasonal programs when appropriate, and following up to support department sales goals. Working closely with the Parts Manager,…
Added 20 mins ago
NM
Corporate Precision Agriculture Manager
Nelson Motors and Equipment
Avonlea, SK
- Full-time
We are seeking a strategic, customer-focused leader to oversee precision agriculture operations across the organization. The Corporate Precision Agriculture Manager will drive the dealer…
Added 20 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Radville, SK
- Full-time
…recommending suitable parts and related products, promoting seasonal programs when appropriate, and following up to support department sales goals. Working closely with the Parts Manager,…
Added 20 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Estevan, SK
- Full-time
…recommending suitable parts and related products, promoting seasonal programs when appropriate, and following up to support department sales goals. Working closely with the Parts Manager,…
Added 20 mins ago
TH
Café manager
Tim Hortons Québec
Halifax, NS
- Full-time
Plan, organize, direct, control and evaluate daily operations
Added 20 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 20 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 20 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 20 mins ago
SH
Dietary Aide
Shared Health-Soins Communs
Brandon, MB
- Full-time
Under the direction of the Manager, Nutrition Services or Nutrition Services Supervisor and coordination of the Cook, Lead Hand or Clerk, the Dietary Aide is responsible for performing the…
Added 36 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 36 mins ago
SH
Dietary Aide
Shared Health-Soins Communs
Hamiota, MB
- Full-time
Under the direction of the Manager, Nutrition Services or Nutrition Services Supervisor and coordination of the Cook, Lead Hand or Clerk, the Dietary Aide is responsible for performing the…
Added 36 mins ago
S
Restaurant manager
Subway
Spruce Grove, AB
- Full-time
Offers mentorship programs that pair newcomers and/or refugees with experienced employees
Added 36 mins ago
SH
Industrial Mechanic (Millwright)
Shared Health-Soins Communs
Dauphin, MB
- Full-time
Reporting to the Area Manager Capital Planning/Infrastructure/Maintenance the incumbent performs installation, testing, analysis, maintenance and repair tasks of any degree of complexity on…
Added 36 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 36 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Swan River, 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 36 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 36 mins ago
VC
Manager of Financial Planning & Analysis
Victoria Cool Aid Society
Victoria, BC
- Full-time
The Financial Planning and Analysis Manager (Manager, FP&A) is responsible for leading organization-wide budgeting, forecasting, and financial reporting processes.
Added 50 mins ago
GO
Supervisor, Administrative Operations
Government of Yukon
Whitehorse, YT
- Full-time
…provision and coordination of financial and administrative operations, information management and IT systems support. This position will play a critical front-line role in supporting the…
Added 50 mins ago
GO
Banking Services Manager
Government of Yukon
Whitehorse, YT
- Full-time
…Finance partners to ensure value for money in the delivery of programs and services for Yukoners. The Department of Finance serves as the territory’s statistical body and develops the…
Added 50 mins ago
OI
Continuing Care Assistant (CCA) Program Manager
Oxford International
Halifax, NS
- $100,000 to $800,000 CAD / year
- Full-time
The Continuing Care Assistant (CCA) Program Manager, Halifax, is responsible for the overall operational leadership, growth, and successful delivery of Oxford International Education Group…
Added 1 hour ago
NB
Product Owner Regulatory Capital Transformation
National Bank of Canada
Montreal, QC
- Temporary
…means acting as a change leader. You will report to the Senior Manager Business Intelligence Center - Finance. This role allows you to make a positive and tangible impact on the…
Added 1 hour ago
NB
Chief Functional Analyst
National Bank of Canada
Montreal, QC
- Full-time
The IT and Operations teams are made of 5500 proactive, collaborative specialists who work with agility to seize opportunities.
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- 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…
Added 1 hour ago
NB
Analyst
National Bank of Canada
Montreal, QC
- Full-time
…sound risk management. This position reports to the Senior Manager of Capital Market…
Added 1 hour ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
…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

Brossard, QC, Canada

Full-time

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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!

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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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