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Added 11 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 11 mins ago
CC
Business Developer
Canada Controls
Mississauga, ON
- $90,000 to $150,000 USD / year
- Full-time
New Product Planning - Investigate new products for the area, test viability, and integrate into market with Product Manager.
Added 25 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Dieppe, NB
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 25 mins ago
SD
Beauty Manager, Hourly Full Time Day
Shoppers Drug Mart
Woodstock, ON
- Full-time
Work in conjunction with the Associate-Owner and Front Store Manager
Added 25 mins ago
W
(CAN) Caissier
Walmart
St.-Romuald, QC
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 25 mins ago
P
Maintenance Coordinator
Penske
Boucherville, QC
- Full-time
Support the branch financial manager by providing guidance and information that contributes to branch performance and profitability.
Added 41 mins ago
T
Personal Banking Associate Trainee - Future Opportunities
TD
Milton, ON · Oakville, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 41 mins ago
T
Customer Experience Associate
TD
Thornbury, ON
- Full-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 41 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Winnipeg, MB · Wolseley Thrift Store
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 41 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Full-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 41 mins ago
TK
Manager, Ingredients - Cheese & Dairy (Canada)
The Kraft Heinz Company
Toronto, ON
- Full-time
Added 41 mins ago
Associate Property Manager
Recrute Action
QC · Valcartier, Quebec
Support the Property Manager with ongoing initiatives.
Added 41 mins ago
Quality Assurance Manager (Traveling)
GRIFOLS, S.A.
Toronto, ON · ON-Toronto, AB
The Traveling Quality Manager is responsible for supporting all on-site quality systems and related processes to ensure that all quality standards of the company are followed and…
Added 41 mins ago
TA
Sr Manager/ Associate Director - HR Analytics
Tiger Analytics
Canada
- Full-time
Added 41 mins ago
TH
Overnight Freight Associate Part Time - BURLINGTON
The Home Depot Canada
Burlington, ON
- Part-time
Added 56 mins ago
T&
Cost Consulting Manager - Retail Projects
Turner & Townsend
Toronto, ON
- Full-time
Assisting Senior Consultant / Associate Director in developing new business opportunities with existing and new Turner & Townsend clients
Added 1 hour ago
T&
Cost Consulting Manager - Retail Projects
Turner & Townsend
Toronto, ON
- $95,000 to $145,000 CAD / year
- Full-time
Assisting Senior Consultant / Associate Director in developing new business opportunities with existing and new Turner & Townsend clients
Added 1 hour ago
T
Construction Manager
Townline
Vancouver, BC
- Full-time
Reporting directly to the Director of Construction, the Construction Manager will oversee all aspects of project management from excavation to final turnover. The Construction Manager will…
Added 1 hour ago
JI
Freight Flow Associate
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Atholville, NB
- Part-time
The Freight Flow Associate works with the logistics team to efficiently process and organize incoming freight shipments. As a key member of the overnight operations, freight handlers ensure…
Added 1 hour ago
New York Fries Hourly Supervisor - Vaughan
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Vaughan, ON
…New York Fries, we genuinely care about each Guest and every…
Added 1 hour ago
T
Customer Experience Associate - Moncton Downlown
TD
Moncton, NB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
T
Personal Banking Associate (Full time) - Jean-Talon & Querbes
TD
Montreal, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
SC
Sales Associate
Staples Canada
Corner Brook, NL
- Part-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
Added 2 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Montreal, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
JI
Department Manager of Electrical/Plumbing/Hardware/Seasonal/Garden Centre
J.D. Irving, Limited
Dartmouth, NS
- Full-time
Resolve associate and customer concerns professionally, promoting a respectful and inclusive store

National Bank of Canada

Wealth Associate

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 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: 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

Provide exceptional service to wealth management clients and coordinate communication among clients, advisors, and other collaborators. Support advisors by analyzing client accounts, processing investment account transactions, maintaining client files, coordinating appointments 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

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 Brokerage
Investment Accounts
Client Service
Customer Service
Banking Operations
Microsoft Office
Account Analysis
Business Development
Investment Transactions
Client Files
Appointment Scheduling
Meeting Coordination
Compliance
Risk Management
Cybersecurity
Digital Literacy
Information Analysis
Communication
Organization
Priority Management
Hybrid Work

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