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Added 13 mins ago
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Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 13 mins ago
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Senior Director, Project Delivery (Hybrid)
Broadridge
Toronto, ON
- Full-time
Experience designing training programs or learning content for risk, compliance or first-line audiences, including digital or AI-assisted formats.
Added 27 mins ago
SAP SuccessFactors Employee Central Lead & Employee Central Time Lead - Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
Serve as the primary advisor for SAP SuccessFactors Employee Central and Time Management implementations.
Added 27 mins ago
Account Specialist - Small Medium Business - Hybrid
TELUS
Toronto, ON
As an Account Specialist, you're not just a salesperson - you're a trusted advisor and entrepreneur who owns your results, your strategy, and your growth. You'll focus on outbound…
Added 27 mins ago
Resource Governance Advisor
Government of Alberta
AB
Added 42 mins ago
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Talent Acquisition Senior Specialist
Savaria
Toronto, ON · Greater Toronto Area, Canada
- $75,000 to $105,000 CAD / year
- Full-time
…leaders to meet hiring objectives. This role serves as a trusted advisor to hiring managers while ensuring recruitment practices align with organizational goals, employment legislation, and…
Added 42 mins ago
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Brand Protection Advisor - Hospitality and Hotels
Ecolab Inc.
London, ON · Windsor, ON
- Full-time
Ecolab is seeking a Brand Protection Advisor (Hospitality and Hotels) to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help…
Added 42 mins ago
PC
Senior Associate, Financial Services, Digital Banking Operations, Consulting
Pwc Canada
Toronto, ON
- Full-time
Ability to become a trusted advisor to clients by building and maintaining relationships
Added 58 mins ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The work of this position is designed and guided by theories and knowledge of universally designed instruction, student learning and development, CAS Standards, and reflects developmental…
Added 58 mins ago
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Senior Retirement Planning Advisor
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
Added 58 mins ago
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Bilingual Technical Service Advisor
Bilingual Source
Guelph, ON
- $50,000 to $57,500 CAD / year
- Full-time
BILINGUAL TECHNICAL SERVICE ADVISOR (FRENCH AND ENGLISH REQUIRED)
Added 1 hour ago
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Product Launch Specialist, HealthTech SaaS
OceanMD
Toronto, ON
- Full-time
Added 1 hour ago
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Advisor, Legal and regulatory compliance
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures such as…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Advisor, Legal and regulatory compliance
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures such as…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Senior Risk Management Advisor, Desjardins Group Entities
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…reflect their specific realities. As a Senior Risk Management Advisor for Desjardins entities, you’re a strategic partner to the chief risk officer of the entities you support and you help…
Added 1 hour ago
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Advisor, Investment and Financing
Desjardins
Bécancour, QC · Drummondville, QC · Lyster, QC · Plessisville, QC · Princeville, QC · Saint-Germain-de-Grantham, QC · Victoriaville, QC · Caisse Desjardins de L'Érable
- Full-time
As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
Senior Financial Advisor - St. Clair & Via Italia, Toronto, ON
Scotiabank
Toronto, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
MD
SUN Bucks Support Advisor Lead / State Prog Admin Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: SUN Bucks Support Advisor Lead / State Prog Admin Prin
Added 2 hours ago
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Insurance Advisor, Sales & Service
Gallagher
Toronto, ON
- Full-time
We are looking for a client centric Insurance Advisor to join our growing team. This is a fantastic opportunity for a growth & service oriented professional who holds themselves to the…
Added 2 hours ago
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Commercial Banking Advisor
RBC
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 2 hours ago
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Personal Finance Advisor
Desjardins
Rivière-Rouge, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…

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

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