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Added 6 mins ago
Account Specialist - Small Medium Business - Hybrid
TELUS
Toronto, ON
As an Account Specialist, you're not just a salesperson - you're a trusted advisor and entrepreneur who owns your results, your strategy, and your growth. You'll focus on outbound…
Added 6 mins ago
Resource Governance Advisor
Government of Alberta
AB
…accountable for enterprise IT reporting, project management, and IMT communications, training, and outreach. This includes enterprise services to promote the Ministry’s services and…
Added 22 mins ago
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Talent Acquisition Senior Specialist
Savaria
Toronto, ON · Greater Toronto Area, Canada
- $75,000 to $105,000 CAD / year
- Full-time
The Talent Acquisition Senior Specialist is responsible for executing full-cycle recruitment activities across Canada and the United States, sourcing qualified talent, building talent…
Added 22 mins ago
PC
Senior Associate, Financial Services, Digital Banking Operations, Consulting
Pwc Canada
Toronto, ON
- Full-time
Working knowledge of the software development life cycle (SDLC), Agile delivery methodologies, and collaboration or delivery tools such as Jira and Microsoft tools
Added 37 mins ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The work of this position is designed and guided by theories and knowledge of universally designed instruction, student learning and development, CAS Standards, and reflects developmental…
Added 37 mins ago
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Senior Retirement Planning Advisor
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
Added 52 mins ago
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Product Launch Specialist, HealthTech SaaS
OceanMD
Toronto, ON
- Full-time
…Specialist, HealthTech SaaS to coordinate early access programs and support the successful launch of new features and solutions across OceanMD and Ocean Labs. As our new Product Launch…
Added 52 mins ago
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Advisor, Legal and regulatory compliance
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures such as…
Added 52 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 52 mins ago
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Advisor, Legal and regulatory compliance
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures such as…
Added 52 mins ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 52 mins ago
Senior Financial Advisor - St. Clair & Via Italia, Toronto, ON
Scotiabank
Toronto, ON
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 1 hour ago
MD
SUN Bucks Support Advisor Lead / State Prog Admin Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all…
Added 1 hour ago
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Insurance Advisor, Sales & Service
Gallagher
Toronto, ON
- Full-time
We are looking for a client centric Insurance Advisor to join our growing team. This is a fantastic opportunity for a growth & service oriented professional who holds themselves to the…
Added 1 hour ago
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Commercial Banking Advisor
RBC
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 2 hours ago
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Personal Finance Advisor
Desjardins
Rivière-Rouge, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 2 hours ago
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Senior Advisor, Product administration
Desjardins
Quebec, QC
- Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 2 hours ago
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Product Owner, Product management
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 2 hours ago
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Senior Advisor, Product administration
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 2 hours ago
D
Training and Skills Development Advisor
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a training and skills development advisor, you assist with needs analysis as well as training development, logistics and delivery. You coach and mentor employees. You advise and assist…
Added 2 hours ago
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Advisor, Skills training and competency development
Desjardins
Quebec, QC
- Full-time
As a training and skills development advisor, you assist with needs analysis as well as training development, logistics and delivery. You coach and mentor employees. You advise and assist…
Added 2 hours ago
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Salesforce Platform Developer
Altus Group
Toronto, ON
- Full-time
Reporting to the Director of Enterprise Applications, we are hiring a Salesforce Platform Developer to design, develop, and improve scalable solutions across Altus Group’s Salesforce…
Added 2 hours ago
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Senior Advisor, Organizational development
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior organizational development advisor, you help align and develop organizational and human capacity to support Desjardins’s business objectives. You help the organization adapt to…
Added 2 hours ago
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Advisor, Marketing
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a marketing advisor, you help develop and update the organization’s products and services to meet member/client needs and support business development. You analyze market needs and…
Added 3 hours ago
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Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
As a working Shop Foreperson, you'll collaborate closely with our Service Manager, Service Writer, and Service Technicians to maintain a high performing, efficient, customer focused service…

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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