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Added 33 mins ago
Associate (m/f/d) Index Management – Equity Rebalance
Solactive AG
Toronto, ON
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 49 mins ago
S
Associate (m/f/d) Index Management – Equity Rebalance
Solactive
Toronto, ON
- Full-time
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 10 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina. In this role, you will be providing administrative and office…
Added 10 hours ago
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ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 10 hours ago
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Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our 8th Street branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 10 hours ago
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Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
We are actively seeking two Financial Advisor's at our branch in La Ronge, Saskatchewan. We will consider applicants with limited advisory experience and a desire to learn more. As a…
Added 10 hours ago
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Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our Circle Drive branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 10 hours ago
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Senior Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
As a temporary full-time Senior Financial Advisor in Moose Jaw, Saskatchewan, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting…
Added 10 hours ago
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Associate, Financial Services - Temporary
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a motivated and enthusiastic team player to join our Financial Services Team as a Associate, Financial Services. Your primary role will be to provide back-office consumer…
Added 10 hours ago
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Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina, Saskatchewan. In this role, you will be providing…
Added 15 hours ago
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Wealth Associate
National Bank of Canada
London, ON
- Full-time
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…
Added 1 day ago
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Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 1 day ago
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Sales Associate - CosmoProf Store # 07376
CosmoProf Beauty
Brampton, ON
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 day ago
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Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The Accessibility Advisor provides advice and consultation on the University’s legal and regulatory
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Manage Lot and Detail Associate processes and work towards bringing Detail dept inhouse.
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Wealth Associate
National Bank of Canada
London, ON
- Full-time
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…
Added 2 days ago
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Associate
National Bank of Canada
Surrey, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 2 days ago
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Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
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…
Added 2 days ago
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Client Service Associate, Insurance and Investments
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Winnipeg, MB
- Full-time
Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, will be the ‘glue’ that binds all client relationships together. You will be the first voice…
Added 2 days ago
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Business Development Manager ( Inside Sales)
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- Full-time
PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 2 days ago
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Employee Relations Specialist
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Added 2 days ago
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WHS Specialist
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Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 2 days ago
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WHS Specialist
Amazon
Mississauga, ON
- Full-time
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 2 days ago
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WHS Specialist
Amazon
Ottawa, ON
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Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
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As an Associate Director, Paid Search Activation, you will lead paid search strategy and performance across key platforms including Google Ads, Bing Ads and Amazon Search Ads ensuring…

National Bank of Canada

Wealth Associate

London, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 23, 2026
Posting language: English
Posted: Oct 24, 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!

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More about this job

Responsibilities

Support wealth advisors by providing client service, processing investment transactions and account instructions, and maintaining client files. Prepare portfolio reports, coordinate appointments and meetings, and follow compliance and risk management requirements.

Requirements

A related college or university diploma and two years of relevant experience in banking back office, insurance, or financial services are required. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, and have excellent Microsoft Office knowledge 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
Client Service
Financial Transactions
Securities Purchases and Sales
Transaction Adjustments
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
Customer Service
Appointment Scheduling
Administrative Management

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