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Added 6 mins ago
JI
Cut Shop Associate
J.D. Irving, Limited
Dartmouth, NS
- Full-time
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Travel Registered Nurse (RN) – Long Term Care
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Canada
- $1,622.8 to $1,722.8 USD / week
- Full-time
…conditions, and collaborate with an interdisciplinary team to support the comfort, dignity, and clinical well-being of older adults in a skilled nursing…
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Customer Experience Associate - Kirkland
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- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 6 mins ago
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- Full-time
…reputation and operate within our risk appetite and is designed to support sustained trust and confidence in TD by our customers, employees, regulators, investors, and…
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Customer Experience Associate
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- Part-time
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Member Experience Associate - Evenings and weekends
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- Full-time
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Customer Experience Associate (Precious Metals Analyst)
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We’re looking for a full-time Customer Experience Associate (Precious Metals Analyst) to join our growing team at our Halifax location (1-1697 Brunswick Street, Halifax, NS, B3J 2G3). This…
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Client Engagement Associate
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- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
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Customer Experience Associate - Somerset & Bronson, Ottawa, ON (18.75 hours/week)
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As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 21 mins ago
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…operational leadership, the incumbent provides clinical and program…
Added 21 mins ago
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University of Toronto
Toronto, ON
- $200,000 CAD / year
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Added 21 mins ago
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Clinic Network Specialist, Planner Principal State
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Added 21 mins ago
IG
Fiber Technician
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- $35 to $45 USD / hour
- Contract
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Added 21 mins ago
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Added 21 mins ago
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Added 36 mins ago
System Integration and Network Support
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Montreal, QC
Job Title: System Integration and Network Support
Added 36 mins ago
EC
Financial Services Associate
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- Full-time
East Coast Credit Union is looking for a Financial Services Associate to join our team in HRM! Reporting to the Assistant Manager, the Financial Services Associate acts as a trusted…
Added 36 mins ago
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Added 36 mins ago
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NPD Quoting Associate
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- $50,000 to $55,000 CAD / month
- Full-time
The Quoting and NPD Associate will be responsible for completing quotation requests for existing and new products in a professional, accurate, and timely manner for LGC customers, and for…
Added 50 mins ago
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Added 50 mins ago
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We are currently looking for 2 Full-Time Retail Associate to join our Brampton - Melanie Dr location.
Added 51 mins ago
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Condominium Manager
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- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 51 mins ago
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Seasonal Part Time Sales Associate
Showcase - Home of the Hottest Trends
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Added 51 mins ago
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Information Security Analyst
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Design, implement, and support enterprise authentication solutions, including Single Sign-On (SSO) and Multi-Factor Authentication (MFA).
Added 51 mins ago
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Seasonal Part Time Sales Associate
Showcase - Home of the Hottest Trends
Toronto, ON
- Part-time

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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