Jobs in Canada

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Added 5 mins ago
FV
Founder, AI Insurance
Forum Ventures
Canada
- Full-time
The support of our experienced operating team - from business design, product development, growth, recruitment, legal and more
Added 5 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Spirit River, AB
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Claims Representative I, Property
Co-operators Assurance et services financiers
Thunder Bay, ON
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CT
Customer Services Manager
CSG Talent
Saskatoon, SK
- Full-time
Ongoing training and development within an international equipment business.
Added 5 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Whitewood, SK
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
High Prairie, AB
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
TA
Director; Business Development Canada-FR
Top Aces
Canada
- Full-time
The Director, Business Development is a key member of the Top Aces Business Development Team and supports BD activities so that financial targets are achieved.
Added 5 mins ago
LS
Lean Six Sigma Consultant – Accredited Provider Partner (BB/MBB)
Lean Six Sigma Bureau
Canada
- Full-time
Please note: this is a partnership oppertunity for independent consultants and consulting business owners. It is not employment or a salaried position.
Added 5 mins ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
Chéticamp, NS
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Bonnyville, AB
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Claims Representative I, Property
Co-operators Assurance et services financiers
BC · British Columbia, Canada
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Victoria, BC
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
West Kelowna, BC
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
Kelowna, BC
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Claims Representative I
Co-operators Assurance et services financiers
Laval, QC
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Financial Advisor Trainee (Victoria)
Co-operators Assurance et services financiers
Victoria, BC
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
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Senior Maintenance Manager-FR
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- Full-time
Support policy development, organizational strategy, and key business decisions.
Added 5 mins ago
CA
Commercial Specialist
Co-operators Assurance et services financiers
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Added 5 mins ago
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Inventory and Component Repair Sr. Manager-FR
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- Full-time
…repair performance support fleet readiness, cost control, and business growth…
Added 5 mins ago
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Claims Representative I, Property
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…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Edmundston, NB
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
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CA
Claims Representative I, Property
Co-operators Assurance et services financiers
North Bay, ON
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…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
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CA
Financial Advisor Trainee
Co-operators Assurance et services financiers
Moncton, NB
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Financial Advisor Trainee
Co-operators Assurance et services financiers
Peterborough, ON
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 5 mins ago
CA
Commercial Specialist
Co-operators Assurance et services financiers
Chatham-Kent, ON · Wallaceburg, ON
- Full-time
You have 2-3 years of experience in commercial insurance sales and business development.

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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