Jobs in Canada

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Added 21 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rouyn-Noranda, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 21 mins ago
IF
Sales Representative
iA Financial Group (Industrial Alliance)
Saint-Eustache, QC
- Full-time
…products; Develop a business and marketing strategy to grow your client base; Establish and define your clients' protection and savings needs; Contribute to the achievement of their…
Added 21 mins ago
IF
Business Development - Financial Security Advisor
iA Financial Group (Industrial Alliance)
Saint-Eustache, QC
- Full-time
To become a Financial Security Advisor, you must first possess an entrepreneurial spirit, strong mental agility, and be ready to commit 100% to this new career. Your challenge will be to…
Added 21 mins ago
J
Sales Advisor (Internal - B2B)
JobsMedia.io
Mascouche, QC
- Full-time
💼 Sales Advisor – Launch your career in style!
Added 51 mins ago
C
Senior Presales Engineer
ChapsVision
Montreal, QC
- Full-time
…de données, de la consultation technique et de la stratégie client. Vous travaillerez en étroite collaboration avec les équipes des ventes et du produit ainsi qu’avec des clients potentiels…
Added 1 hour ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
…to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Financial Planning Advisor or Senior
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Sainte-Thérèse, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…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…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…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…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…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…
Added 1 hour ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
H
Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 3 hours ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
…advice and approach is tailored to each situation and each client. At Teneo, we believe such occurrences present new opportunities for our clients. Opportunities to restore value, raise new…
Added 3 hours ago
RB
Banking Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Demonstrates digital banking tools and educational resources to enhance client engagement, enable product adoption, and create memorable service experiences.
Added 3 hours ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 5 hours ago
J
Business Advisor – Learning & Development
Jobgether
Canada
- Part-time
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Business Advisor – Learning & Development based in Canada.
Added 5 hours ago
AS
Client Advisor (Seasonal) (Part-Time)
Acne Studios
Toronto, ON
- Part-time
We are looking for a part-time Seasonal Part-Time Client Advisor for our Yorkdale store. As Seasonal Part-Time Client Advisor at Acne Studios you will work collaboratively with your team to…
Added 5 hours ago
RH
Controller
Robert Half
Sturgeon Falls, ON
- Full-time
Reporting to senior leadership, the Financial Controller will oversee a team of accounting professionals, manage client relationships, and ensure the timely delivery of accurate financial…
Added 5 hours ago
RB
Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 5 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge.
Added 5 hours ago
RB
Financial Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 5 hours ago
RB
Banking Advisor
Royal Bank of Canada
Mystery Lake, MB · THOMPSON, Manitoba
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

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!

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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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