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Added 4 mins ago
RC
Senior Associate - Identity and Access Management
RSM Canada
Toronto, ON
- Full-time
Develop and customize SailPoint workflows, rules, policies, forms, reports, and other platform components to support business and technical requirements.
Added 4 mins ago
Buyer
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Reporting to the Ladies & Handbags Buying Manager, the Associate Buyer plays a key supporting role in the development and execution of the seasonal buying strategy across Ladies Footwear…
Added 4 mins ago
T
Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 4 mins ago
E
Specialist II TIS Application Observability
Enbridge
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
…service management teams to embed observability into the software development lifecycle while driving automation, standardization, and continuous improvement across a complex hybrid…
Added 5 mins ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The Department of Accounting and Finance offers Bachelor of Business Administration (BBA) degrees in both Accounting and Finance. The BBA - Finance major offers students three concentration…
Added 5 mins ago
TU
HR Manager
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
Reports directly to the Director, Administration; receives work direction from the department Head and/or Associate Heads as required. Works closely with faculty, staff, and other members…
Added 19 mins ago
KA
Trainee Bilingual Automotive Sale Associate
Kaizen Automotive Group
Calgary, AB
- Full-time
…Programs• Vehicle Purchase & Service Discounts• Paid Professional Development• Company‑Wide Appreciation Events• And SO MUCH…
Added 19 mins ago
TD
Associate Category Manager
The Dufresne Group
Winnipeg, MB
- Full-time
The Dufresne Group is currently seeking an Associate Category Manager for our Dufresne Merchandising Team within our Home Office located at 147 Commerce Drive in Winnipeg, MB.
Added 19 mins ago
MH
Customer Care Associate
Moe's Home Collection
Vancouver, BC
- Full-time
Design made simple for the modern home. Our passion lies in furniture and design, and it is the fuel that drives our business. We are a family-run company and aim to maintain this as we…
Added 19 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Thunder Bay, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 19 mins ago
Co-Manager
La Senza
Abbotsford, BC
…standards, and turn insights into action so the team and the business thrive. You also ensure compliance with company policies, health and safety standards, and all applicable employment…
Added 19 mins ago
W
(CAN) Produce Department Manager
Walmart
Westbank, BC
- Full-time
Participates in the recruitment, selection, training, and development of Produce Associates to support department performance and engagement.
Added 34 mins ago
R
Analyst, Trade Support
RBC
Toronto, ON
- Full-time
…email, Webex, and Bloomberg Chat, working alongside the Senior Associate who serves as the primary point of…
Added 34 mins ago
BV
Media Sales Representative
Best Version Media
Brantford, ON
- Full-time
Model: 100% commission, independent-contractor business - uncapped, cumulative income for you and your family, with zero start-up costs, on a schedule you control. You launch as an…
Added 34 mins ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 34 mins ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 34 mins ago
S
Food Safety Program Manager
Sysco
Toronto, ON · Sysco Toronto
- Full-time
Minimum 5 years of experience in Distribution Center Food Service Operations, Quality Assurance/Control, Research & Development, Food Production/Operations, Supply Chain, or related…
Added 34 mins ago
VS
PINK Manager-Toronto Eaton Centre
Victoria’s Secret & Co.
Toronto, ON
- Full-time
…experience, and unique perspective strengthen our team and business. Here, you’ll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain…
Added 34 mins ago
VS
VS Manager-Bramalea City Center
Victoria’s Secret & Co.
Brampton, ON
- Full-time
…experience, and unique perspective strengthen our team and business. Here, you’ll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain…
Added 34 mins ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- Full-time
…to join our leading wealth management firm as an Investment…
Added 34 mins ago
A
Visual Lead (Full - Time) - Oakridge Centre
ALO
Vancouver, BC
- Full-time
Effectively plans visual floor changes with the management team through payroll management and adapting the zone and visual support to the needs of the business
Added 49 mins ago
SI
Wireless Sales Consultant
Staples Inc.
Kamloops, BC
- Part-time
…continuously grow your knowledge by committing to ongoing self-development and interact with the larger store team and other business units to share your expertise. Primarily a sales…
Added 49 mins ago
C
Client Engagement Associate, 20h/week - Montreal-Pie IX & Jean-Talon
CIBC
Montreal, QC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 49 mins ago
B
SENIOR SHAREPOINT AND POWER PLATFORM DEVELOPER
BDC
Montreal, QC
- Part-time
Opportunities for learning, training and development, and much more...
Added 49 mins ago
W
Investment Associate
Winchesters
Toronto, ON
- $105,000 to $125,000 CAD / year
- Full-time
They are seeking an Associate to join their Investments team, supporting acquisitions, financial modelling, investment analysis, investor reporting, and portfolio management. The role…

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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