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Added 28 mins ago
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Foire TAD du Cégep Limoilou- November 18th 2026 - Future Opportunities - Customer Experience Associate
TD
Quebec, QC · Ste.-Foy, QC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 28 mins ago
T
Personal Banking Associate
TD
Ottawa, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 28 mins ago
F
Senior Analytics Engineer
Fusemachines
Remote, Canada
- Contract
- Remote
Fusemachines is a leading AI strategy, talent, and education services and products provider. Founded by Sameer Maskey Ph.D., Adjunct Associate Professor at Columbia University, Fusemachines…
Added 28 mins ago
C
Client Engagement Associate [Hourly] (French or Spanish Speaker)
CIBC
Canada
- Part-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 28 mins ago
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Senior Agency Associate
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 43 mins ago
Associate, Commercial Real Estate Banking - North York, ON
Scotiabank
Toronto, ON · North York, ON
As an Associate, Commercial Real Estate Banking, you will work closely with the Director and Group Lead to deliver customized financing solutions, manage client relationships, and…
Added 57 mins ago
SD
Étudiant(e) en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Shawinigan, QC
- Part-time
Joignez-vous à un magasin détenu et exploité localement pour aider à offrir des services de santé, de beauté et de commodité dans votre communauté, et pour garder le client au centre de…
Added 57 mins ago
RB
Associate Portfolio Manager, Asset Allocation
Royal Bank of Canada
Toronto, ON
- Full-time
The Associate Portfolio Manager - Asset Allocation supports asset allocation and portfolio construction across RBC Insurance's portfolios backing insurance liabilities and surplus capital.
Added 57 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…our clients achieve their financial goals. We are seeking an Associate to join our…
Added 57 mins ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 1 hour ago
NB
Associate
National Bank of Canada
Montreal, QC
- Full-time
As an Associate, Funding, you will contribute directly to decision-making and the execution of the Bank’s funding activities. In this role, you will leverage your judgment, analytical…
Added 1 hour ago
SL
Associate, Institutional Sales & Client Support
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Vancouver, BC · Sun Life Toronto One York
- Full-time
The Associate, Institutional Sales & Client Support works closely with SLGI’s Institutional Business Development (BD) and Client Relationship (CR) teams and with internal partners,…
Added 1 hour ago
TN
Health Promotion Coordinator
Tla’amin Nation
BC · qathet, British Columbia
- Full-time
Reports to: Associate Health Director Programs
Added 1 hour ago
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Financial Planner II (CIRO-ID) [Toronto, Oshawa, Whitby, Port Perry]
CIBC
Toronto, ON · Oshawa, ON · Pickering, ON · Whitby, ON · Port Perry, ON · Bowmanville, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 1 hour ago
S
Associate, Institutional Sales & Client Support
Sunlife
Toronto, ON
- Full-time
The Associate, Institutional Sales & Client Support works closely with SLGI’s Institutional Business Development (BD) and Client Relationship (CR) teams and with internal partners,…
Added 1 hour ago
SQ
Associate, Institutional Sales & Client Support
Sunlife Québec
Montreal, QC
- Full-time
The Associate, Institutional Sales & Client Support works closely with SLGI’s Institutional Business Development (BD) and Client Relationship (CR) teams and with internal partners,…
Added 1 hour ago
S
Associate, Institutional Sales & Client Support
Sunlife
Vancouver, BC
- Full-time
The Associate, Institutional Sales & Client Support works closely with SLGI’s Institutional Business Development (BD) and Client Relationship (CR) teams and with internal partners,…
Added 1 hour ago
S
Associate, Institutional Sales & Client Support
Sunlife
Waterloo, ON
- Full-time
The Associate, Institutional Sales & Client Support works closely with SLGI’s Institutional Business Development (BD) and Client Relationship (CR) teams and with internal partners,…
Added 1 hour ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 1 hour ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saguenay, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
B
PERSONAL BANKING ASSOCIATE
BMO
Winnipeg, MB
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 1 hour ago
R
Associate Portfolio Manager, Asset Allocation
RBC
Toronto, ON
- Full-time
The Associate Portfolio Manager - Asset Allocation supports asset allocation and portfolio construction across RBC Insurance's portfolios backing insurance liabilities and surplus capital.
Added 2 hours ago
T
Associate, Client Portfolio Management (Equity Portfolio) - TD Asset Management
TD
Toronto, ON · Montreal, QC
- Full-time
Must have exceptional writing skills and be able to present ideas clearly
Added 2 hours ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 2 hours ago
ZS
Billing Coordinator - Calgary, AB
Zedcor Security Solutions
Calgary, AB
- Full-time
…data-supported efficiency outcomes, and continued innovation. Zedcor services the Canadian market through equipment and service centers currently located in British Columbia, Alberta,…

National Bank of Canada

Wealth Associate

AB, Canada
Edmonton, AB, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 5, 2026
Posting language: English
Posted: Nov 5, 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 on LinkedIn About employer

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 and client meetings, manage appointments, and follow compliance and risk management requirements.

Requirements

Requires a college and/or university diploma in a related field and two years of relevant experience in banking, insurance, or financial services. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, and have strong 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
Investment Accounts
Financial Transactions
Securities Purchases and Sales
Transaction Adjustments
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Appointment Scheduling
Client Meetings
Compliance
Risk Management
Microsoft Office
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Banking
Insurance
Financial Services

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Work requirements

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