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Added 11 mins ago
UW
Coordinator, Customer Service (Contract)
United Way Greater Toronto
Toronto, ON
- Full-time
We are committed to pay transparency and equity, the salary for this role is $63,648.00 /year.
Added 26 mins ago
N
Senior Finance Analyst, Operations Finance & Analytics
Napoleon
Barrie, ON
- Full-time
11. Support year-end audit requirements and other corporate finance activities, including working papers, information requests, presentations, Board/leadership materials, and ad hoc…
Added 41 mins ago
YU
Assistant Dean Evaluation, Quality and Accreditation and Clinical Assistant, Clinical Associate or Clinical Full Professor
York University
Toronto, ON
- $87,000 to $168,750 CAD / year
- Other
…Dean, Evaluation, Quality and Accreditation with an initial 5 year term, with the possibility of renewal. The role is expected to require 2 to 3 days per week, with flexible scheduling…
Added 42 mins ago
TH
Contractor Sales Part Time - WOODTOCK
The Home Depot
Woodstock, ON
- Part-time
…projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The Home…
Added 1 hour ago
WhereTo - Senior Product Manager - Canada, Virtual
Flight Centre
Canada
WhereTo provides an AI-powered travel platform for corporate travel. Their platform uses machine learning algorithms to recommend personalized travel options based on a traveler's…
Added 1 hour ago
HB
Business Development Manager, Wealth Channel - Southwestern Ontario
HomeEquity Bank
London, ON
- Full-time
…career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and…
Added 1 hour ago
Outreach Worker
Connective
Coquitlam, BC
Reports and is accountable to the Program Manager or their designate
Added 1 hour ago
Residence Worker, Mental Health
Connective
Langley (District), BC · Langley, BC
Reports and is accountable to the Program Manager of the facility or their designate.
Added 2 hours ago
C
Outreach Worker
Connective
Coquitlam, BC
- Full-time
Reports and is accountable to the Program Manager or their designate
Added 2 hours ago
WhereTo - Senior Product Manager - Canada, Virtua
Flight Centre
Canada
WhereTo provides an AI-powered travel platform for corporate travel. Their platform uses machine learning algorithms to recommend personalized travel options based on a traveler's…
Added 3 hours ago
Therapeutic Assistant - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Dartmouth, NS
Reporting to the Program Manager and working under the direction of the recreation therapist and/or regulated health care professional, The Therapeutic Assistant (TA) is a member of the…
Added 3 hours ago
Corporate Traveller - Senior Productivity Manager - Vancouver, BC
Flight Centre
BC
…on team productivity? As a Senior Operational Productivity Manager with FCTG Americas, you'll play a critical role in improving workflows, enabling technology adoption, and removing…
Added 3 hours ago
TU
Clinical Research Coordinator
The University of British Columbia
Vancouver, BC
- $4,845.17 to $5,713.66 CAD / month
- Full-time
This position is a one (1) year fixed term position. However, there is a possibility of renewal.
Added 3 hours ago
D
Alliance Marketing Manager, SAP 12 Month Fixed Term Contract
Deloitte
Toronto, ON
- Full-time
…regular paid vacation days, some examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, firm-wide closures known as "Deloitte…
Added 3 hours ago
Retail Store Manager
Fire & Flower Inc.
Sault Ste. Marie, ON
The Retail Store Manager is responsible for the daily operations and profitability of their assigned location(s), according to set goals and business objectives. Daily operations include…
Added 3 hours ago
UO
Clinical Research Coordinator
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Gordon and Leslie Diamond Health Care Centre (VGHHCC)
- $4,845.17 to $5,713.66 CAD / month
- Full-time
This position is a one (1) year fixed term position. However, there is a possibility of renewal.
Added 3 hours ago
CE
Portfolio Architect
Cenovus Energy
Calgary, AB
- Full-time
Reporting to the Senior Manager Architecture, the Portfolio Architect will bring expertise in the oil and gas industry and a practical understanding of upstream business capabilities,…
Added 4 hours ago
MD
Clinic Network Specialist, Planner Principal State
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Saint-Paul, NB · St.-Paul, NB
- Full-time
Designated in Connect 700 Program for Applicants with Disabilities: Yes
Added 5 hours ago
Graduate Coordinator
University of Toronto
Toronto, ON
Reporting to the Manager, Operations and Finance, the Graduate Coordinator will provide integral support in the development and launch of our new doctoral program in Interdisciplinary and…
Added 7 hours ago
A
Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
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Added 9 hours ago
NS
Clinical Nurse Educator - Community Site
Nova Scotia Health Authority
Hunts Point, NS
- Full-time
Reporting to the Manager, Interprofessional Practice and Learning, Western Zone, the Clinical Nurse Educator (CNE) is responsible (in collaboration with key stakeholders) for the…
Added 9 hours ago
NS
Public Health Nurse - Health Protection
Nova Scotia Health Authority
Antigonish, NS
- $44.44 to $57.13 CAD / hour
- Temporary
Reporting to the Health Protection Manager, the Public Health Nurse (PHN) is an essential member of an inter-disciplinary, collaborative Public Health team responsible for the delivery of…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…exceptional customer service that will have a positive, long-term impact on our…
Added 11 hours ago
CO
Supervisor 1 - Construction
City of North Vancouver
North Vancouver, BC
- Full-time
The City of North Vancouver is the urban core of the beautiful North Shore and has a long-term vision to be “The Healthiest Small City in the World”, with five key priorities to be a City…
Added 13 hours ago
KP
Production Planner--Planificateur de production
Kelly Professional & Industrial
Montreal, QC
- Full-time
The scope of this position includes managing long-term spare parts forecasts, inventory targets, and planning strategies for engine programs. The role involves influencing policies,…

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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