Find work in Canada.

537,823 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
M
People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
At Manulife, we are transforming how our people experience work. Our PeopleComms Technology team enables simple, personalized, and compliant People Services solutions for colleagues…
Added 15 mins ago
FC
Design Coordinator
FCC Construcción
Toronto, ON
- Temporary
Please note that salaries may vary depending on the candidate’s experience and geographical location. Listed compensation is exclusive of bonus and in addition to our extensive employee…
Added 15 mins ago
MS
Job Hiring – Human Resources Coordinator
Marinus Services
Halifax, NS
- Full-time
Reporting to Manager, HR & Payroll, you will help coordinate recruitment and onboarding, maintain employee records, respond to routine HR inquiries and support employee programs.…
Added 15 mins ago
NS
Quality & Patient Safety Leader - Patient Safety
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Manager, Quality Improvement & Safety, the Quality Improvement & Safety Leader will provide leadership within NSH’s overall provincial and zone programs for quality,…
Added 15 mins ago
CO
Manager of Quality, Risk and Performance Improvement
Circle of Care, Sinai Health
Toronto, ON
- Full-time
With a focus on the client and caregiver experience and engagement, The Manager will work closely with internal and external stakeholders to support performance reporting to our funders,…
Added 15 mins ago
IC
Trade Compliance & Logistics Manager
IDEX Corporation
Waterloo, ON
- Full-time
Added 15 mins ago
Project Manager
The Canada Life Assurance Company
Toronto, ON
The Project Manager plays a critical role in leading digital transformation projects within the Technology PMO, delivering innovative solutions that modernize insurance benefits and…
Added 15 mins ago
Sr Project Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Senior Project Manager plays a critical role in leading large, high-risk, multi-workstream digital transformation projects with significant business impact, within the Technology PMO,…
Added 15 mins ago
Team Lead, Disability Support Program (Multiple Opportunities/ Various Locations)
The Government of Nova Scotia
NS
…strengths-based, person-centered culture. You have several years of experience implementing disability services and programs, as well as several years of experience directly managing or…
Added 30 mins ago
Quality Specialist
Leonardo DRS, Inc.
NS · Bedford, Nova
Reporting directly to the Manager-Quality, the Quality Specialist – Quality Systems coordinates the internal audit program, facilitates the organization-wide corrective action process, and…
Added 46 mins ago
Program Manager, Product Change and Development
Westerkirk
Calgary, AB · Mississauga, ON
The Program Manager, Product Change Management & Development reports to the Director, Product Planning and Improvement and will liaise with internal departments in the areas of Engineering,…
Added 1 hour ago
JI
Department Manager of Electrical/Plumbing/Hardware/Seasonal/Garden Centre
J.D. Irving, Limited
Dartmouth, NS
- Full-time
…plans, managing inventory, and ensuring an exceptional customer experience. This role combines hands-on retail expertise with people leadership to foster a high-performing, customer-focused…
Added 1 hour ago
JI
Department Manager – Sales & Service
J.D. Irving, Limited
Dartmouth, NS
- Full-time
The Department Manager – Sales & Service plays a key leadership role in delivering an exceptional customer experience while driving sales performance, team engagement, and operational…
Added 1 hour ago
A
Process Engineering Team Lead
AtkinsRéalis
Toronto, ON
- Full-time
…work arrangements that support work-life balance, as well as employee resource groups to support our workforce. We apply an employment equity program and value applications from individuals…
Added 1 hour ago
FH
Clinical Supervisor, Therapeutic Recreation, Residential Services
Fraser Health Authority
Burnaby, BC
- $43.24 to $54.01 CAD / hour
- Full-time
Under the administrative direction of the Manager, Clinical Operations, provides clinical leadership for Therapeutic Recreation Services by planning, implementing, and evaluating…
Added 1 hour ago
WB
House Cleaner
Whistler Blackcomb
Whistler, BC
- Full-time
…through Epic Service - our leading training and development experience, and wellness benefits to fuel your…
Added 1 hour ago
LD
Program Manager- Supply Chain
Leonardo DRS
Bedford, QC
- Full-time
The Supply Chain Program Manager (SCPM) is responsible for leading supply chain execution for assigned programs and serving as the primary liaison between Supply Chain and Program…
Added 1 hour ago
A
Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time
Intérêt marqué pour la vente, le développement des affaires, une expérience en service à la clientèle (centre d’appels, services bancaires ou commerce de détail, un atout)
Added 1 hour ago
SH
General Duty Nurse (N2) - Child Health - JL3 Pediatric ICU
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 1 hour ago
F
Warehouse Supervisor
Factor_
Calgary, AB
- Full-time
Factor Canada is seeking a Warehouse Supervisor to join our team at our Distribution Centre. Reporting to the Sr. Manager Production, you will lead a team of warehouse associates and leads…
Added 1 hour ago
C
Manager, Fire Safety and Ground Operations, Facilities Management – Permanent Full-Time (1.0)
CHEO
Ottawa, ON
- Full-time
Reporting to the Director, Facilities Maintenance and Operations, the Manager, Fire Safety and Ground Operations, is responsible for the planning, coordination, and compliance of CHEO’s…
Added 1 hour ago
S
Business Analyst
Stantec
Edmonton, AB
- Full-time
…have access to health, dental, and vision plans, a wellness program, health care spending account, wellness spending account, group registered retirement savings plan, employee stock…
Added 1 hour ago
S
Desktop Support Analyst
Stantec
Saskatoon, SK
- Full-time
…IT initiatives that improve tools, processes, and end user experience. Support a wide range of IT issues in a challenging environment that values strong troubleshooting skills and practical…
Added 1 hour ago
CN
Talent Acquisition Specialist
Canadian North
Ottawa, ON
- Full-time
Reporting to the Manager, Talent Acquisition, the Talent Acquisition Specialist plays an essential role in sourcing, attracting, and hiring exceptional talent to drive the growth and…
Added 1 hour ago
R(
Assistant Store Manager - Reitmans
Reitmans (Canada) Ltée/Ltd
Oshawa, ON
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…

National Bank of Canada

Wealth Associate

Winnipeg, MB, 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 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

Report this job