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Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…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…
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 3 hours ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
Follow the BGIS structured Hazard Observation Inspection program to ensure compliance with safety and regulatory requirements.
Added 5 hours ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
Follow the BGIS structured Hazard Observation Inspection program to ensure compliance with safety and regulatory requirements.
Added 6 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 6 hours ago
P
Human Resources Generalist (Contract - Maternity Leave Cover)
Plasman
Windsor, ON
- $75,000 to $85,000 CAD / year
- Contract
All other duties as assigned by the Human Resources Manager, Operations Manager, General Manager, HR Regional Lead or the VP of HR.
Added 7 hours ago
MH
Manager, Digital Marketing
Mattamy Homes
Toronto, ON
- Full-time
…homebuilders connects with homebuyers across the country. As Manager, Digital Marketing, you’ll lead high-investment, integrated media initiatives across the full community lifecycle – from…
Added 8 hours ago
I
General Manager (Contract)
Indigo
Red Deer, AB
- $61,500 to $81,500 CAD / year
- Full-time
Reports to: Regional Director/District Manager
Added 9 hours ago
OA
Field Marketing Manager-Acheson, AB
Oldcastle APG
Acheson, AB
- Other
The Regional Marketing Manager leads planning, development, and execution of market-specific strategy and tactics to drive the success of our building products, customer engagement and…
Added 11 hours ago
AH
Occupational Therapist II
Alberta Health Services
Grande Prairie, AB
- Full-time
…residents. In addition to a state of the art recreation facility and regional hospital, there are many outdoor and indoor activities available at our numerous parks and golf courses. Grande…
Added 11 hours ago
AH
Supply Coordinator
Alberta Health Services
AB · Edmonton, AB
- Part-time
Reporting to the Manager, Operating Room Supply Chain - CPSM Edmonton Zone and working in close collaboration with Operative Services management for RAH DTC OR, OSC OR, UAH OR, STO OR, MAZ…
Added 12 hours ago
K
Manager, National CPA Program (12 months contract)
KPMG
AB · Lethbridge, AB · Abbotsford, BC · Chilliwack, BC · Kamloops, BC · Kelowna, BC · Langley (District), BC · Prince George, BC · Vancouver, BC · Vernon, BC · Victoria, BC · Winnipeg, MB · Fredericton, NB · St. John's, NL · Halifax, NS · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · North Bay, ON · Oakville, ON · Ottawa, ON · Sault Ste. Marie, ON · Sudbury, ON · Toronto, ON · Vaughan, ON · Waterloo, ON · Windsor, ON · ON · Regina, SK · Saskatoon, SK · Edmonton, Alberta · Kanata, Ontario · Langley, British Columbia
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 14 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 15 hours ago
SH - RN/LPN/RPN - Provincial Travel Nurse Team
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager- Provincial Travel Nurse Team the Registered Nurse (RN), Licensed Practical Nurse (LPN), Registered Psychiatric Nurse (RPN) is responsible for…
Added 16 hours ago
Operations Co-op (Hospitality)
Optima Living
Surrey, BC
You will work closely with the Regional Manager, Hospitality and the Senior Director, Resident Experience. As a co-op student, you will not be doing side work, you will contribute to real…
Added 17 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 17 hours ago
AVRCE Spare Bus Drivers October 2026 1
Nova Scotia Regional Centres for Education & CSAP
Berwick, NS
ANNAPOLIS VALLEY REGIONAL CENTRE FOR EDUCATION
Added 17 hours ago
AVRCE Spare Janitor November 2026
Nova Scotia Regional Centres for Education & CSAP
NS · Various Locations, NS
AVRCE strives to provide a thorough hands-on training program, No previous experience is required to apply.
Added 17 hours ago
AVRCE Spare Cafeteria Worker (Annapolis, Kings, Hants County) - November 2026
Nova Scotia Regional Centres for Education & CSAP
NS · Various Locations, NS
Support school recycling program, keeping daily accounts and inventory control and cashier, as required.
Added 17 hours ago
AVRCE Casual Early Childhood Educator November 2026
Nova Scotia Regional Centres for Education & CSAP
NS · Various Locations, NS
Annapolis Valley Regional Centre for Education
Added 18 hours ago
G
Manager in Training
Guillevin
Dartmouth, NS
- Full-time
Availability and willingness to do what it takes to successfully complete the “Learn to Manage Your Centre” training program.
Added 18 hours ago
S
Senior Process Mechanical Engineer - Water/Wastewater
Stantec
Windsor, ON
- Full-time
We are looking for a talented senior process mechanical engineer and project manager focused on the planning and engineering design of water/wastewater infrastructure projects who wants to…
Added 19 hours ago
CO
Emergency Planning Manager (FT, Permanent)
City of Dawson Creek
Dawson Creek, BC
- Full-time
The City of Dawson Creek invites applications for a full-time Emergency Planning Manager. Reporting to the Deputy Fire Chief, the Emergency Planning Manager is responsible for the strategic…
Added 23 hours ago
PC
National Account Manager
PIP Canada
Mississauga, ON
- Full-time
It is with this view and vision that we are currently seeking a National Accounts Manager (NAM). The NAM is a high-impact sales leader responsible for driving growth and profitability…
Added 23 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…

National Bank of Canada

Wealth Associate

London, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 1, 2026
Posting language: English
Posted: Nov 1, 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!

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

A completed college or university diploma in a related field and at least two years of relevant experience in banking, 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
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Compliance
Risk Management
Microsoft Office
Canadian Securities Course
Conduct And Practices Handbook Course
Canadian Investment Regulatory Exam
Banking
Insurance
Financial Services
Appointment Scheduling
Administrative Management

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