Jobs in Canada

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Added 54 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 1 hour ago
S
Specialty Training Program, Registered Nurse, Neonatal Intensive Care Unit (NICU) - BC Women's Hospital and Health Centre
Sanya’k̓ula
Vancouver, BC
- Full-time
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 2 hours ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Added 2 hours ago
AH
Executive Lead, Communications & Engagement
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…with government, healthcare partners, service providers, and community organizations, the Executive Lead serves as a trusted advisor to the CEO and ELT on strategic communications, public…
Added 3 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 3 hours ago
VF
Facility Operator
Vivo for Healthier Generations
Calgary, AB
- Full-time
More than a recreation centre, Vivo is a community hub where wellness, belonging, and innovation come together. Through accessible recreation, education, community partnerships, and…
Added 3 hours ago
H
Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
…you could help make great things possible not only in your community, but around the…
Added 4 hours ago
RB
Banking Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Proactively connects with clients in branch and community environments to identify banking and investment needs, offering personalized guidance that aligns with individual financial goals.
Added 4 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 4 hours ago
AC
Part Time Member Advisor
Affinity Credit Union
Rosthern, SK
- Part-time
…we want you to join our team! Working as a part-time Member Advisor at our Rosthern Advice Centre, you’ll be a trusted financial partner for our members, delivering exceptional service and…
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
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Toronto, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 5 hours ago
YR
Secondary Long Term Occasional (LTO) 33% Grade 9 Science SNC1W1
York Region District School Board
Markham, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 5 hours ago
YR
Secondary Long Term Occasional (LTO) 66% Gr 9, 11, 12 Dramatic Arts (ADA10, ADA3/4M)
York Region District School Board
Richmond Hill, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
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Secondary Long Term Occasional (LTO) 100% Gr 9, 11, 12 Visual Art (AVI10, AVI3/4M, AVI4M)
York Region District School Board
Richmond Hill, ON
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Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 5 hours ago
YR
Secondary Long Term Occasional (LTO) 67% Grade 10 Business (2 sections of BEP2O1)
York Region District School Board
Vaughan, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
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YR
Secondary Long Term Occasional (LTO) 33% Grade 10 French Immersion Business (1 Section of BEP2OF)
York Region District School Board
Vaughan, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 5 hours ago
RB
Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…

National Bank of Canada

Wealth Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

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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 role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are completed accurately, followed through to completion, and communicated clearly.

This position is well suited to someone who enjoys working in a structured, professional environment, takes pride in accuracy, and is comfortable learning new technology and navigating multiple systems and processes. The successful candidate will be an important part of a close-knit advisory team that values collaboration, accountability, embracing new technology, and doing things properly.

Your job:

Support wealth advisors in providing superior client service and be available to respond to client requests in a timely and professional manner.
Carry out deposit, withdrawal, transfer, currency conversion, and other account instructions for investment accounts, ensuring careful review, diligent follow-up, and clear confirmation once complete.
Prepare, complete, and process client account documentation, including account opening, account updates, service requests, forms, and supporting documents.
Monitor submitted instructions and documentation through to completion, including identifying rejected or delayed items, following up with internal partners, and escalating when appropriate.
Help to integrate new technology and processes into the existing business.
Contribute to continuous improvement by identifying recurring operational issues and helping the team improve procedures, checklists, and follow-up practices.
Produce and prepare portfolio reports, statements, tax slips, and other client documents as required.
Ensure adherence to compliance and risk management rules, including appropriate handling of client information, documentation, approvals, and transaction instructions.

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 banking operations, wealth management, insurance, financial services, client service, administration, or another role requiring careful follow-through and attention to detail.
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course, or willingness to complete required industry courses if applicable to the role.
Excellent knowledge of Microsoft Office, especially Excel.
Strong organizational skills and ability to manage priorities, deadlines, and multiple active tasks.
Strong attention to detail, especially for transaction instructions, forms, data points, and client information.
Ability to communicate clearly, politely, and accurately with clients, advisors, and internal partners.
Comfort learning internal systems and processes, including documentation, ticketing, workflow, and reporting tools.
A collaborative mindset and willingness to work with a team.

#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 responding to client requests, processing investment account transactions and documentation, and following instructions through to completion. Prepare client reports and documents, maintain compliance and risk standards, and help improve operational processes and technology adoption.

Requirements

A college or university diploma in a related field and two years of relevant experience are required. Candidates should have strong Microsoft Office and Excel skills, excellent organization and attention to detail, clear communication, and the ability to learn internal systems; completion of the CSC and/or Conduct and Practices Handbook Course, or willingness to complete applicable courses, is also required.

Skills

Accountability
Client Service
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 Accounts
Client Service
Banking Operations
Account Opening
Account Documentation
Deposits
Withdrawals
Transfers
Currency Conversion
Portfolio Reports
Statements
Tax Slips
Compliance
Risk Management
Microsoft Office
Excel
Canadian Securities Course
Conduct and Practices Handbook Course
Workflow Tools
Ticketing Systems
Reporting Tools
Process Improvement
Transaction Instructions
Client Information

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