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Added 14 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Oversee the Finance team, including financial planning, reporting, accounts payable, accounts receivable, payroll coordination, and other assigned finance functions.
Added 21 mins ago
CM
Housing Support Worker
Canadian Mental Health Association, P.E.I.
Alberton, PE
- Full-time
Added 1 hour ago
AM
Real World Evidence – Waterloo, Belgium (F/M)
Astek Middle East
Waterloo, ON
- Full-time
Alsinova is looking on a regular basis for Real World Evidence Consultants to join our consulting team for clients’ projects (from big pharma to small biotech) based in Belgium.
Added 1 hour ago
AM
Medical Affairs – Waterloo, Belgium (F/M)
Astek Middle East
Waterloo, ON
- Full-time
Alsinova is looking on a regular basis for Medical Affairs Consultants to join our consulting team for clients’ projects (from big pharma to small biotech) based in Belgium.
Added 1 hour ago
SI
Director of Operations
Systemex Industries Conseils
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- Full-time
Systemex Automation (SA) – Delivering innovative automation, robotics, control systems, digital manufacturing, and warehouse automation solutions with 24/7 customer support.
Added 1 hour ago
VD
Creative Web Designer (Figma) | Front-End Development Skills
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- Contract
We’re looking for a creative mind to join our team!
Added 1 hour ago
EA
Enterprise Business Development Representative - Bilingual (French & English)
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- Full-time
…inquiries, and scheduling meetings and demos for the sales team. The role involves researching target accounts, identifying key decision-makers, and clearly communicating Expertise AI’s…
Added 1 hour ago
FB
Loan Consultant
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- Full-time
…cards, retail and automobile financing, personal loans and digital lending - we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart…
Added 1 hour ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
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Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 1 hour ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 1 hour ago
R|
Licensed Practical Nurse (LPN) or Research Nurse
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- Full-time
We are seeking a proactive and organized Licensed Practical Nurse (LPN) or Research nurse to join our dynamic team. The incumbent will play a key role in the execution of clinical research…
Added 1 hour ago
A
SOC 3 Lead Analyst
Altis
Toronto, ON
- $100,000 to $105,000 CAD / year
- Full-time
…where you’ll play a critical role in protecting the systems and digital infrastructure that support millions of transactions. Reporting to the Leader, Security Incident Management, you’ll…
Added 1 hour ago
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Assistant Manager I
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- Full-time
…including iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees around the world in driving the…
Added 2 hours ago
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Project Manager
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Longueuil, QC
- $46 to $56 CAD / hour
- Contract
…documentation and standardizing processes. You will lead governance and digital transformation initiatives within the…
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Deliver Classroom Instruction and Language Teaching using English 1's award-winning curriculum and digital tools
Added 2 hours ago
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Manager - Diagnostic Imaging
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Our EPM Practice, as one of the key pillars of Finance and Digital Transformation is looking for Anaplan, OneStream and Oracle experienced professionals to join our talented team in Canada.…
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Added 3 hours ago
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Administration and Events Coordinator *email to apply*
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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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