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Added 28 mins ago
SD
Pharmacist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Devon, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 58 mins ago
IB
Warehouse Associate
I-XL Building Products
Surrey, BC
- Full-time
Role Description The Warehouse Associate is a full-time, on-site role based in Surrey, BC. In this position, the individual will handle daily warehouse operations, including loading,…
Added 1 hour ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Thornhill, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
BM
Public Spaces Associate- Winter- Full Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
…lodges, including carpet and floor maintenance. The Public Spaces Associate is responsible for cleaning public areas in the hotels, underground, base lodges, offices, Starbucks, and…
Added 1 hour ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Corner Brook, NL
- Full-time
…Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing…
Added 1 hour ago
WC
(CAN) Grocery Associate
Walmart Canada
Corner Brook, NL
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 1 hour ago
WC
(CAN) Asset Protection Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 hour ago
Part-Time Front End Checkout Team Associate
Walmart Canada
Summerside, PE
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 hour ago
WC
(CAN) Stockperson/Cartpusher
Walmart Canada
Windsor, ON
- Full-time
…storage locations using approved procedures. Through friendly customer interactions and a strong focus on safety, this role supports smooth store operations while building valuable skills…
Added 1 hour ago
WC
(CAN) Stocking 1 Team Associate
Walmart Canada
Midland, ON
- Full-time
Position Summary...To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean…
Added 1 hour ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Winnipeg, MB
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 1 hour ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Winnipeg, MB
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 1 hour ago
WC
(CAN) Stocking 1 Team Associate - Temporary 3 Months Contract
Walmart Canada
Richmond Hill, ON
- Contract
Position Summary...To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean…
Added 1 hour ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
OMNI Customer Fulfillment Associate - PT
Walmart Canada
Calgary, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) Stockperson/Cartpusher
Walmart Canada
Brampton, ON
- Full-time
…storage locations using approved procedures. Through friendly customer interactions and a strong focus on safety, this role supports smooth store operations while building valuable skills…
Added 1 hour ago
(CAN) OMNI Customer Fulfillment Associate PART TIME
Walmart Canada
Calgary, AB
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) Stockperson/Cartpusher
Walmart Canada
Coquitlam, BC
- Full-time
…storage locations using approved procedures. Through friendly customer interactions and a strong focus on safety, this role supports smooth store operations while building valuable skills…
Added 2 hours ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Airdrie, AB
- Full-time
To manage the overall operations of the Pharmacy, including providing consultation to both customers and health care providers, practice to full scope in providing professional services,…
Added 2 hours ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Airdrie, AB
- Full-time
To manage the overall operations of the Pharmacy, including providing consultation to both customers and health care providers, practice to full scope in providing professional services,…
Added 2 hours ago
SD
Regulated Pharmacy Technician, Hourly Part Time Day
Shoppers Drug Mart
Huntsville, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
SD
Cashier, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
W
Stocking 1 Team Associate - PT
Walmart
Calgary, AB
- Part-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…
Added 2 hours ago
W
(CAN) Asset Protection Associate
Walmart
St. John's, NL
- Full-time
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and vendors. By following…
Added 2 hours ago
W
(CAN) Stocking 1 Team Associate
Walmart
Courtenay, BC
- Part-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…

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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