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Added 14 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
The School of Medicine at York University invites highly qualified applicants for a Clinical Assistant, Clinical Associate or Clinical Full Professor position to commence March 1, 2026. The…
Added 14 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Airdrie, AB
- 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 14 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Saint-Jérôme, QC
- Part-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 14 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
St. Albert, AB
- 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 14 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Strathmore, AB
- 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 14 mins ago
SD
Pharmacy Intern, Hourly Part Time Day
Shoppers Drug Mart
Edmonton, AB
- 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 14 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- 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 14 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- 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 14 mins ago
SD
Cashier, Hourly Part Time Evening
Shoppers Drug Mart
St. John's, NL
- 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 14 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Longueuil, QC
- Part-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 14 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps plein jour Embauche feu vert
Shoppers Drug Mart
Saint-Eustache, QC
- Full-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 14 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Sherwood Park, AB
- 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 14 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Longueuil, QC
- Full-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 14 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Hamilton, 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 14 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Hamilton, 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 14 mins ago
TH
Contractor Sales Part Time - WOODTOCK
The Home Depot
Woodstock, ON
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 14 mins ago
TH
Associé(e) aux ventes - Peinture (Temps partiel)
The Home Depot
Trois-Rivières, QC
- Part-time
Using empowerment program when necessary to satisfy customers
Added 14 mins ago
WG
Warehouse Associate - Morning Shift (Balzac, AB)
Wolseley Group
Balzac, AB
- Full-time
Competitive retirement savings program including RRSP and Defined Contribution pension plan with employer matching up to 5.25% Day 1
Added 29 mins ago
E
Seasonal Multi-Unit Events and Education Associate (Part-Time) - Eataly Toronto
Eataly
Toronto, ON
- $20 CAD / hour
An Events & Education Associate assists guests with making educated and confident shopping decisions through sharing the stories of the people and places behind Eataly’s products as well as…
Added 29 mins ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
Victoria, BC
- Part-time
We’re looking for a (Part-time) Sales Associate for our DSW banner who will put their best foot forward.
Added 29 mins ago
CT
Space Planning Specialist - 2 Roles
Canadian Tire Corporation
Toronto, ON · Retail City
- Full-time
Prepare materials for various meetings and participate in the facilitation of meetings, including Associate Dealer meetings.
Added 30 mins ago
WC
Stocking 3 Team Lead
Walmart Canada
Campbell River, BC
- Full-time
Assists in providing direction and the co-ordination of task completion as per communicated priorities from the General Merchandise Coach and the Store Management Team.
Added 30 mins ago
WC
Stocking 3 Team Lead
Walmart Canada
Campbell River, BC
- Full-time
Assists in providing direction and the co-ordination of task completion as per communicated priorities from the General Merchandise Coach and the Store Management Team.
Added 30 mins ago
WC
(CAN) Leader d'équipe, stockage 2
Walmart Canada
Mascouche, QC
- Full-time
Assists in providing direction and the co-ordination of task completion as per communicated priorities from the Stocking 1 and 2 Coach and the Store Management Team.
Added 30 mins ago
YU
Department Head for Family Medicine and Medicine (2 Positions)
York University
Toronto, ON · Greater Toronto Area, Canada
- Contract
The School of Medicine at York University invites highly qualified applicants for two (2) Clinical Assistant, Clinical Associate orClinical Full Professor positions to commence November 1,…

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 a Wealth Associate at National Bank is a job where you can showcase 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:

Support investment advisors in providing superior customer service and be available to meet client requests
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Analyze, open, and update client files
Produce portfolio management reports
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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.

Prerequisites:

Completed college and/or university diploma in a related field
Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite
Excellent customer service 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

Support wealth advisors by providing client service, processing investment transactions and account instructions, and maintaining accurate client files. Prepare portfolio reports, coordinate appointments and meetings, and follow compliance and risk management requirements.

Requirements

Requires a completed college or university diploma in a related field and two years of relevant experience in banking back-office operations, insurance, or financial services. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, completed the Canadian Investment Regulatory Exam, and have strong Microsoft Office and customer service 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 Advisory
Customer Service
Financial Transactions
Securities Purchases And Sales
Transaction Adjustments
Deposits
Withdrawals
Transfers
Currency Conversion
Investment Accounts
Client Files
Portfolio Management Reports
Microsoft Office
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Compliance
Risk Management
Banking
Insurance
Financial Services
Appointment Scheduling
Client Meetings

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