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Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
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…
Added 1 hour ago
LD
Program Manager
Leonardo DRS
Bedford, QC
- Full-time
Reporting to the Senior Director - Line of Business Lead, the Program Manager is responsible to coordinate and monitor the design, development and testing of switch-mode power conversion…
Added 1 hour ago
CH
Occupational, Health and Safety Coordinator
CMH Heli-Skiing & Summer Adventures
AB · Alberta, Canada
- Full-time
…role in supporting the Health and Safety team, as well as the Manager, Occupational Health and Safety, to provide a great employee experience and ensure operations are compliant with…
Added 1 hour ago
WB
Advanced Electrical
Whistler Blackcomb
Whistler, BC
- Temporary
…through Epic Service - our leading training and development experience, and wellness benefits to fuel your…
Added 1 hour ago
7
Assistant Store Leader (Assistant Manager)
7-Eleven
Calgary, AB
- Full-time
If you enjoy working as part of a management team and have previous supervisory experience, we would love the opportunity to talk with you about our Assistant Store Leader Trainee role!…
Added 2 hours ago
A&
Manager - Transaction Advisory Canada - Performance Improvement
Alvarez & Marsal
Toronto, ON
- Full-time
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and p
Added 2 hours ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Airdrie, AB
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 2 hours ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Airdrie, AB
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 2 hours ago
FH
Basin Glacial Waters Assistant Manager
Fairmont Hotels & Resorts
Lake Louise, AB
- Full-time
Basin Glacial Waters is a brand new, highly anticipated Wellness Facility that will offer guests a truly luxurious experience. As part of our leadership team, the Assistant Manager will…
Added 2 hours ago
L
Supply Chain Project Manager | Contract until October 2027
lululemon
Vancouver, BC
- Full-time
The Supply Chain Project Manager is responsible for overseeing specific projects within the Global Supply Chain program portfolio. This can include work within complex cross-functional…
Added 2 hours ago
S
Prepared Foods - Manager Home Meal Replacement
Sobeys
Saskatoon, SK
- Full-time
The Home Meal Replacement and A La Carte Manager is responsible for the efficient and fiscally responsible operation of the department. The Manager will lead and manage staff to achieve the…
Added 2 hours ago
CB
Baker
COBS Bread
Courtenay, BC
- $41,000 to $58,000 CAD / year
- Full-time
✔ Previous baking experience in a commercial bakery, grocery bakery, restaurant, hotel, or food production environment
Added 2 hours ago
L
Manager, Asset Protection & Safety, Global Fulfillment | Brampton, Ontario
lululemon
Brampton, ON
- Full-time
Demonstrated experience delivering a safety program in a high-volume operating environment, including incident investigation and root cause analysis.
Added 2 hours ago
CB
Baker
COBS Bread
Courtenay, BC
- $41,000 to $58,000 CAD / year
- Full-time
✔ Previous baking experience in a commercial bakery, grocery bakery, restaurant, hotel, or food production environment
Added 3 hours ago
S
Operations Consultant - Full Time
Sephora
Calgary, AB
- $17 to $20 CAD / hour
- Full-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 3 hours ago
S
Produce - Clerk Produce
Sobeys
Saskatoon, SK
- Full-time
…dental benefits, retirement and savings programs including an Employee Share Ownership Plan, a 10% in-store discount at participating banners, virtual healthcare and an Employee and Family…
Added 3 hours ago
SC
Produce Clerk
Safeway Canada
Terrace, BC
- Full-time
…dental benefits, retirement and savings programs including an Employee Share Ownership Plan, a 10% in-store discount at participating banners, virtual healthcare and an Employee and Family…
Added 3 hours ago
LC
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
Regina, SK
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 3 hours ago
L
Assistant Manager
LensCrafters
Toronto, ON
- Full-time
This posting is for an existing vacancy within our business. Employee pay is determined by multiple factors, including geography, experience, qualifications, skills and local minimum wage…
Added 4 hours ago
GE
Stage Bar Host
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…will be the first contact that our customers will have with an employee. All necessary precautions are required to ensure the safety and health of customers and ensure that safe work…
Added 4 hours ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the Tsuut’ina lens; this occupation helps to build the “Little Chief Restaurant” as an Indigenous experience for our customers through a ‘customer comes first’ attitude by providing…
Added 4 hours ago
Produce Clerk
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
…dental benefits, retirement and savings programs including an Employee Share Ownership Plan, a 10% in-store discount at participating banners, virtual healthcare and an Employee and Family…
Added 5 hours ago
FH
Child Life Specialist (BA) - Surrey Memorial Hospital
Fraser Health Authority
Surrey, BC
- $40.19 to $50.2 CAD / hour
- Full-time
Under the direction of the Manager, Clinical Operations, plans, initiates and monitors daily activities designed to further the social, emotional, intellectual and physical development of…
Added 5 hours ago
FH
Occupational Therapist, Specialized Seniors Clinic
Fraser Health Authority
New Westminster, BC
- $45.15 to $56.17 CAD / hour
- Full-time
Reporting administratively to the Manager, Clinical Services and clinically to the Clinical Practice Leader, Occupational Therapy, works as a member of the interdisciplinary team providing…
Added 5 hours ago
A
Basin Glacial Waters Assistant Manager
AccorHotel
Lake Louise, AB
- Full-time
Basin Glacial Waters is a brand new, highly anticipated Wellness Facility that will offer guests a truly luxurious experience. As part of our leadership team, the Assistant Manager will…

National Bank of Canada

Wealth Associate

Laval, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 30, 2026
Posting language: English
Posted: Oct 31, 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: French
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 delivering 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, insurance, or financial services. Candidates must have the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, strong Microsoft Office knowledge, and excellent 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
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Compliance
Risk Management
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Microsoft Office
Banking
Insurance
Financial Services

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