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Added 25 mins ago
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Team Lead - Health Services
Dynacare
Toronto, ON
- Contract
…Peterborough, Ontario. As a Team Lead, you will report into the Regional Manager of Health Services and provide leadership to assigned sites. You will be responsible for monitoring the…
Added 25 mins ago
PACT Service Coordinator - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
…treatment, rehabilitation and support services provided to program participants under the clinical supervision of the team leader and the psychiatrist. The PACT Service Coordinator will…
Added 25 mins ago
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Capital Asset Manager (Manitoba)
Extendicare
MB · Extendicare Inc (Steeles Ave.)
- Full-time
Reporting to the Senior Director, Asset Manager, the Capital Asset Manager will oversee capital projects, capital budgets, renovations, and expansions for a portfolio of long-term care…
Added 40 mins ago
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IT Specialist
AccorHotel
Jasper, AB
- Full-time
Reporting to The IT Manager, supports the delivery of technology services by ensuring the smooth operation and stability of property-based IT systems. Working closely with the IT Regional…
Added 40 mins ago
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Catering Manager
Dexterra
Winnipeg, MB
- $53,000 to $57,000 CAD / year
- Full-time
…with the right skills together – offering both experience and regional expertise so companies can operate their day to day, confidently and…
Added 1 hour ago
M
Director, Talent Development (GRO) and Human Performance Enablement
Manulife
Toronto, ON
- Full-time
Lead GRO Program Managers and associated resources, establishing clear accountabilities across enterprise, regional and business delivery.
Added 1 hour ago
Channel Partner Manager
Dayforce
Canada
The Channel Partner Manager will drive pipeline growth and revenue generation by developing, managing, and expanding relationships with channel partners, particularly financial…
Added 1 hour ago
CT
Manager, Elgin Withdrawal Management & Crisis Intervention
CMHA Thames Valley Addiction and Mental Health Services
St. Thomas, ON
- $44.68 to $45.52 CAD / hour
- Full-time
This leadership position holds a regional responsibility, is located in Elgin, and works within two portfolios: Medical Services and Crisis & Access. This role will perform duties and…
Added 2 hours ago
Health & Safety Coordinator
Pomerleau
Halifax, NS
Lead the incident investigation processes for your project. Dissecting high-risk elements is what you do best, sharing the information with your Regional H&S Manager.
Added 2 hours ago
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Senior Manager, TDS Operations
TD
Toronto, ON · Montreal, QC
- Full-time
Establish a robust resource planning model and effective training program to support newly launched products.
Added 2 hours ago
Respiratory Therapist - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager (or designate), the incumbent provides therapeutic, diagnostic, technical and teaching respiratory therapy services consistent with discipline…
Added 2 hours ago
FH
Acute Access Coordinator - Surrey Memorial Hospital
Fraser Health
Surrey, BC
- Part-time
…patient placement within applicable site(s) and surrounding regional and provincial centers; collaborates with other health care facilities and Patient Transfer Network regarding access to…
Added 2 hours ago
Human Resources Manager
Stella-Jones
Gormley, ON · Shelburne, ON
…and labor legislation. Collaborating closely with a peer HR Manager, you will share regional oversight for more than 500 employees across seven unionized and non-unionized facilities and…
Added 3 hours ago
VS
Dining Services Manager (2026-10992)
Verve Senior Living
Lloydminster, AB
- Full-time
The Dining Services Manager is responsible for the overall management of food services within the Residence. This includes meal planning and preparation, staff supervision, inventory and…
Added 3 hours ago
Manager - Primary Health Care
Nova Scotia Health and IWK Health
Sydney, NS
The Primary Health Care Manager is responsible for the leadership, development, implementation, operation, and evaluation of person-centered community based, primary health care programs…
Added 3 hours ago
VH
Mental Health Group Facilitator - Temporary Part-Time
VHA Home HealthCare
Toronto, ON · Soudan Office
- Part-time
Communicate with program supervisor and Manager regarding participant needs, group progress, and any emerging challenges.
Added 3 hours ago
WK
Sales Programs Manager, FCC Division
Wolters Kluwer
Toronto, ON · CAN - North York
- Full-time
The Sales Programs Manager will accelerate pipeline growth and seller productivity by designing, launching and scaling strategic sales programs. Operating at the intersection of sales…
Added 3 hours ago
CC
Accounting Manager
CRH Canada
Concord, ON
- Full-time
The Accounting Manager reports to the Director of Finance and shares responsibility for all areas relating to financial reporting. This position includes general ledger preparation,…
Added 4 hours ago
Nurse 2 - Urgent Care
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 4 hours ago
Veterinary Nursing Manager - Leaside, ON
Veterinary Emergency Group (VEG)
ON
Being a Support Staff Manager means doing more than simply leading a veterinary support staff team. It means building a culture where people are supported, connected, and proud of the work…
Added 4 hours ago
FM
Arts and Culture Programmer - 075-2026
Fort McKay First Nation
Fort Mckay 174, AB
- Full-time
Assess the program requirements of youth in Fort McKay
Added 4 hours ago
SH
General Duty Sonographer - Diagnostic Imaging - Repost
Shared Health-Soins Communs
Steinbach, MB
- Full-time
Under the general supervision of the Manager, Charge Technologist or designate, the General Duty Sonographer performs ultrasound services as defined at regional and local levels and as…
Added 5 hours ago
PV
District Manager - AB South
Pet Valu
AB · HOME - Alberta
- Full-time
Reporting to the Manager Regional Corporate, the District Manager is responsible for all activities and sales results in the district located in the Calgary/Red Deer and surrounding area as…
Added 5 hours ago
OL
General Manager
Optima Living
Surrey, BC
- $110,000 to $118,000 CAD / year
- Full-time
PICS Society is seeking a General Manager for Guru Nanak Diversity Village Care Community. The General Manager will be part of the Senior Management and Administration team in the PICS…
Added 5 hours ago
Officer, Human Resources Business Partner (Field)
Canada Post - Postes Canada
Calgary, AB
With collaboration and direction from the HRBP Manager, the HRBP Officer leverages a broad understanding of the business and partners with HR subject matter experts (SMEs) and regional…

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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