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Added 14 mins ago
M
Program Manager, Investigation Services
Manulife
Halifax, NS · Kitchener, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Program Manager, Investigation Services is an exciting opportunity for an experienced insurance investigator who is ready to take the next step into people leadership. Leading a team of…
Added 14 mins ago
Manager - Treasury - FAAS - Assurance
EY
Toronto, ON
…insights our clients can rely on, every time. As a Treasury Manager you’ll play a leading role in that goal, driving growth and managing delivery teams using your treasury process…
Added 14 mins ago
Senior Consultant - FAAS - Treasury - Assurance
EY
Toronto, ON
It’s a highly collaborative global network, where resources, methodologies, tools and trends are constantly updated and shared to develop simple answers to complex treasury challenges.…
Added 14 mins ago
GV
Regional Human Resources Manager
Grand Villa Casino
Burnaby, BC · Delta, BC · New Westminster, BC
- Full-time
The Regional Human Resources Manager position calls for an engaged professional individual with a solid track record, and strong sense of judgment and logic. This position works at a casino…
Added 15 mins ago
MD
Clinic Network Specialist, Planner Principal State
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…inclusion, and invests in employees by providing benefits, support resources, and training and development…
Added 15 mins ago
SS
Leader, People & Talent
SkyCan Systems
Toronto, ON
- Full-time
Build the Barrie talent pipeline: job fairs with the City of Barrie, colleges and trade schools (including co-op programs), and experienced people coming out of automotive and advanced…
Added 29 mins ago
EC
Financial Services Associate
East Coast Credit Union
Halifax, NS · NS · Dartmouth, NS
- Full-time
…Associate to join our team in HRM! Reporting to the Assistant Manager, the Financial Services Associate acts as a trusted advisor, providing personalized financial solutions to support…
Added 29 mins ago
TO
Program Therapist (Temporary Part-time: 1:30pm-8pm 42hrs bi-weekly)
THE ONEILL CENTRE
Niagara-on-the-Lake, ON
- Part-time
The Program Therapist reports to the Programs Manager and participates as a member of the interdisciplinary team to plan, implement and evaluate programs, outings and events that meet the…
Added 29 mins ago
UH
Senior Financial Business Manager
University Health Network
Toronto, ON
- Full-time
Collaborates with appropriate Human Resources personnel in order to achieve common objectives.
Added 44 mins ago
Account Manager
State Industrial - Recruiting
Hamilton, ON
…same, based on the impact of a disability should contact our Human Resources…
Added 59 mins 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 59 mins ago
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Job Developer & Employee Engagement Officer
Wesley
Hamilton, ON
- Full-time
…struggling with poverty. Our work is focused on children and family programs, housing & homelessness, employment services for job seekers, and resettling newcomers to Canada in Hamilton,…
Added 1 hour ago
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Director, Business Banking - Bilingual
CIBC
Montreal, QC
- Full-time
…responsible for building, developing and leading a team of Senior Manager & Team Leaders to meet the business and personal needs of our clients and drive business growth. Clients typically…
Added 1 hour ago
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Digital Product Owner
Manulife
Waterloo, ON · Montreal, QC
- Full-time
Exposure to CMS tools, particularly Adobe Experience Manager, and basic knowledge of agile methodologies like Lean, Scrum, and Kanban.
Added 1 hour ago
M
Senior Tax Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…reporting. Reporting to the AVP, Global Taxation and supporting the Manager, Global Taxation, the incumbent will work closely with Global Tax colleagues, local tax teams, Finance, IT, and…
Added 1 hour ago
R
Finance Analyst
RTX
Midland, ON
- Full-time
The Program Cost Controls Finance Team is seeking a Finance Analyst to support the Program Cost Controls Manager, with a primary focus on preparing, analyzing, and monitoring Estimates at…
Added 1 hour ago
Manager, Investigations and Compliance
The Government of Nova Scotia
Halifax, NS
Reporting to the Director of Investigations & Compliance, the Manager of Investigations & Compliance provides operational and program management of Immigration Branch program integrity…
Added 1 hour ago
Manager - Public Health Early Years
Nova Scotia Health and IWK Health
Dartmouth, NS
Reporting to the Director, Public Health, and working closely with the zone Public Health management team, the Manager is responsible for anticipating and planning the Public Health…
Added 1 hour ago
Series Lead
Aecon
Kincardine, ON
Coordinate with all required project (internal and external) resources to develop execution planning deliverables, including: construction supervision, technical staff, engineering, quality…
Added 1 hour ago
A
People & Culture Generalist
Arrow
Stratford, ON
- Full-time
…effective delivery of People & Culture and Health & Safety programs within the manufacturing facility. Reporting to the People & Culture Manager, this role is responsible for supporting…
Added 1 hour ago
PG
Program Manager, EMV
Paymentus Group Inc
Richmond Hill, ON
- Full-time
…should discuss the need for possible accommodation with the Human Resources Department, or his or her direct…
Added 1 hour ago
SG
Clinical Resource Manager
S&R Group of Companies
London, ON
- $65,000 to $77,000 CAD / year
- Full-time
This position supports the management and administration of direct nursing services at the Home through managing human resources programs and financial programs. It involves: managing the…
Added 1 hour ago
ZT
Senior Manager Technical Program Management
Zebra Technologies
Mississauga, ON · CAN - Mississauga, Canada
- Full-time
We are seeking a Senior Manager of Technical Program Manager (software and hardware) with proven functional leadership ability to develop a team of program managers operating across all…
Added 1 hour ago
C
Manager, Talent
Chemtrade
Toronto, ON
- Other
The Manager, Talent is responsible for the leadership, governance, and successful execution of Chemtrade's enterprise talent portfolio, including performance management, talent reviews,…
Added 1 hour ago
YE
Manager - Integrated Employment Services Program (IES1610)
Youth Employment Services YES
Toronto, ON
- Full-time
Position – Program Manager – Integrated Employment Services (IES1610)

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!

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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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