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Added 1 min ago
BH
SWAN RN
Bayshore HealthCare
Kitchener, ON
- Part-time
Bayshore Home Care Solutions, Kitchener Branch is looking for a Skin Wellness Associate Nurse (SWAN) Nurse. RN to join our dedicated clinical team. In this role you will provide…
Added 1 min ago
Research Associate (Limited Term)
University of Toronto
Toronto, ON
The Tanz Centre for Research in Neurodegenerative Diseases invites applications for a 12-month Limited Term Research Associate position in the laboratory of Dr. Gabor G. Kovacs. The…
Added 1 min ago
SD
Assistant Front Store Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- 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 1 min ago
MD
IT Quality Analyst/Tester/SEBT Specialist - ITS3
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Saint-Paul, NB · St.-Paul, NB
- Full-time
Division/Unit: Human and Social Digital Svcs (HSDS)
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FN
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial LP
Toronto, ON · East York, ON
- Full-time
…BMBE, the Manager manages a team of Mortgage Underwriters, Associate Mortgage Underwriters, and Mortgage Funders in meeting the goals of the Third Party Residential Underwriting Division.…
Added 1 min ago
The Shoe Co. - Sales Associate
The Shoe Co.
Calgary, AB
…self-identify as having a disability or special need. Please advise our Human Resources team if you require an accommodation at any time during the recruitment…
Added 1 min ago
DSW: Sales Associate
DSW-Designer Shoe Warehouse
AB · Edmonton – South, Alberta
…self-identify as having a disability or special need. Please advise our Human Resources team if you require an accommodation at any time during the recruitment…
Added 1 min ago
DSW: Assistant Manager
DSW-Designer Shoe Warehouse
Edmonton, AB
…self-identify as having a disability or special need. Please advise our Human Resources team if you require an accommodation at any time during the recruitment…
Added 17 mins ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
compliance with the BC Human Rights Code, the Ministry of Advanced Education, and University policy
Added 17 mins ago
ON
Assistant Manager - Outlet Coll Winnipeg
Old Navy
Winnipeg, MB
- Full-time
Recruit, hire and develop highly productive Brand Associate and Expert teams.
Added 17 mins ago
S
Customer Success Manager - Core Clouds
Salesforce
Vancouver, BC · Toronto, ON · Canada - Toronto
- Full-time
…sentiment and intent analysis to flag early customer concerns for human…
Added 17 mins ago
A
Communications Manager
ADP
Toronto, ON · Etobicoke, Ontario
- Full-time
…strategies that support ADP Canada's business objectives, strengthen associate engagement, and protect and enhance the company's…
Added 47 mins ago
MD
Clinic Network Specialist, Planner Principal State
Minnesota Direct Care and Treatment
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- Full-time
…inclusion, and invests in employees by providing benefits, support resources, and training and development…
Added 47 mins ago
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Associate Director, Business Development (IT Agency Staffing & Recruitment)
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- Full-time
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Added 47 mins ago
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Senior Associate, Business Development (Finance/Accounting Staffing Agency)
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Toronto, ON
- Full-time
Senior Associate, Business Development, Talent Solutions
Added 1 hour ago
EC
Financial Services Associate
East Coast Credit Union
Halifax, NS · NS · Dartmouth, NS
- Full-time
East Coast Credit Union is looking for a Financial Services Associate to join our team in HRM! Reporting to the Assistant Manager, the Financial Services Associate acts as a trusted…
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Mortgage Fulfillment Specialist
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At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver…
Added 1 hour 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 1 hour ago
SD
Superviseur(e) de l’avant du magasin, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
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- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
SWAN RPN
Bayshore
Kitchener, ON
Bayshore Home Care Solutions, Kitchener Branch is looking for a Skin Wellness Associate Nurse (SWAN) Nurse. RPN to join our dedicated clinical team. In this role you will provide…
Added 1 hour ago
TA
Sr Manager/ Associate Director - HR Analytics
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Canada
- Full-time
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-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 2 hours ago
SD
Front Store Supervisor, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Dieppe, NB
- 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 3 hours ago
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Représentant(e) des ventes, nouvelles affaires - Marché intermédiaire/Mid-Market Account Executive - New Business
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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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