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Added 12 mins ago
SS
Senior General Manager
Sienna Senior Living
BC · Surrey, BC
- Full-time
Join our compassionate and dynamic team as the Senior General Manager at Sienna Senior Living, where we hold the privilege of serving Canada’s seniors with the utmost comfort, dignity, and…
Added 12 mins ago
D&
Operations Manager
Day & Ross
Winnipeg, MB
- Full-time
As an Operations Manager, you will be responsible for overseeing all terminal based Pickups and Deliveries, equipment management and team development. Developing an engaged and motivated…
Added 12 mins ago
TEMP-Warehouse III Associate - SAP HANA - Contract
Sun Pharmaceutical Industries Ltd
Canada
Oversee the Warehouse operations functions at B130, B 132, B114 (and B126 as required) & ensure safe and efficient material movement as required to effectively support production and US…
Added 12 mins ago
Environmental Services Engineer, Compliance-TS269
City of London
London, ON
Reporting to the Division Manager, Wastewater Treatment Operations, the Environmental Services Engineer is responsible for overseeing the development and implementation of a wastewater…
Added 12 mins ago
Senior Manager, Business Management, GBM Finance
Scotiabank
Toronto, ON
Acts as a strategic extension of the CFO GBM, the Senior Manager, Business helps shape and deliver the enterprise risk narrative through clear executive decision support and communications.…
Added 12 mins ago
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Business Manager
FCC / FAC
AB · Toronto, ON · Regina, SK · Agriculture Place
- Full-time
Competitive total rewards packages: market-aligned and performance-based salary and incentive programs, flexible and comprehensive group benefit and savings plans, and well-being support…
Added 12 mins ago
Protection Services Officer, Protection Services
Nova Scotia Health and IWK Health
Halifax, NS
Monitoring and maintaining a ZAEG computerized parking system including maintaining parking equipment for smooth daily operations, deposits and all other related parking duties and…
Added 12 mins ago
Senior Consultant, Proposal Management
Bell
Toronto, ON
As a Senior Manager, Strategic & Negotiations, you will act as a strategic advisor to AI Fabric's leadership team, helping drive the company's most important commercial, operational, and…
Added 12 mins ago
BC
Client Service Manager - Commercial (Vancouver Island)
BFL CANADA
Victoria, BC
- Full-time
…employee and family assistance program, and retirement and savings…
Added 12 mins ago
CL
Sales Operations Coordinator
Clover Leaf Seafoods
Saint John, NB
- Contract
Load all forecasts prepared by Manager into demand planning programs.
Added 12 mins ago
RL
Ocean Export Coordinator
Rhenus Logistics
Mississauga, ON
- Full-time
Reporting to the Branch Manager, the Ocean Export Coordinator is responsible for the end-to-end coordination of international ocean export shipments, including both FCL and LCL cargo.
Added 12 mins ago
O
Lot Operations Supervisor
OPENLANE
Brampton, ON
- Full-time
Reporting to the Lot Operations Manager (or General Manager), this role will collaborate with the VLC leadership, department representatives, sales and commercial accounts team on a daily…
Added 12 mins ago
SR
Head of People
Serv Recruitment
Kelowna, BC
- Full-time
Building and owning the People Operations strategy, systems, and processes required to support a growing organization
Added 12 mins ago
AK
Development Coordinator, Donor Services and Operations
Aga Khan Museum
Toronto, ON
- Full-time
Reporting to the Development Manager, Donor Services and Operations, the Development Coordinator is responsible for providing a full range of prospect, pipeline and moves management support…
Added 12 mins ago
SM
Director of Retail Operations
Shop Makers
Vancouver, BC
- Full-time
As the Director of Retail Operations, you will oversee the overall strategy and performance of Shop Makers' retail operations across Canada and the United States. All Regional Managers in…
Added 12 mins ago
SC
Payroll, Benefits, and Pension Specialist
Sturgeon County
Morinville, AB
- $83,161 to $105,805 CAD / year
- Temporary
Responsible for creating and maintaining payroll processes and procedures for continuity of operations.
Added 12 mins ago
O
Operations Manager
OPENLANE
Ottawa, ON · Vars, ON
- Full-time
We are seeking an Operations Manager with experience in automotive reconditioning and general operations. You will be part of the senior leadership team responsible for providing overall…
Added 27 mins ago
TC
Service Advisor
Toromont Cat
Thunder Bay, ON
- Full-time
…with both the internal and external teams within the service operations, while maintaining good communication with customers throughout the repair cycle as required. The Service Advisor…
Added 27 mins ago
SA
Finance and Insurance Manager
Steele Auto Group
Halifax, NS
- Full-time
Steele Ford Lincoln is seeking an experienced Finance & Insurance (F&I) Manager to join our team in Halifax, Nova Scotia! You'll manage financing and insurance, structure deals, present…
Added 27 mins ago
BC
Client Service Manager - Commercial (Vancouver Island)
BFL CANADA
Victoria, BC
- Full-time
…employee and family assistance program, and retirement and savings…
Added 27 mins ago
TT
Equipment Advisor
Trimac Transportation
Edmonton, AB
- Full-time
Reporting to the Fleet Manager, the Equipment Advisor is responsible for the lifecycle management of fleet assets, ensuring equipment is delivered, deployed, maintained, relocated, and…
Added 27 mins ago
YT
Child & Youth Counsellor- Inpatient Units (Part-time)
YOUTHDALE TREATMENT CENTRES
Toronto, ON
- Part-time
Reporting to the Clinical Operations Manager, the Child & Youth Counsellor, is responsible for ensuring a therapeutic and safe environment on a day-to-day basis. Assessment and milieu…
Added 27 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
Brantford, ON
- From $21 CAD / hour
- Full-time
You’ll partner with the Department Manager to help lead the delivery of exceptional food and service experiences that reflect Farm Boy’s commitment to the best fresh shopping experience.…
Added 27 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
Hamilton, ON
- From $21 CAD / hour
- Full-time
You’ll partner with the Department Manager to help lead the delivery of exceptional food and service experiences that reflect Farm Boy’s commitment to the best fresh shopping experience.…
Added 42 mins ago
SC
District Manager, Northern Ontario and Manitoba (hybrid)
SiriusXM Canada
Toronto, ON
- Full-time
The District Manager, Northern Ontario & Manitoba (Hybrid) is responsible for maximizing SiriusXM's dealer performance through a balanced combination of in-person dealership support and…

National Bank of Canada

Wealth Associate

Oakville, ON, Canada

Full-time

Apply 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 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 college or university diploma in a related field and two years of relevant experience in banking back office, insurance, or financial services are required. Candidates must have the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, strong Microsoft Office skills, 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
Client Service
Financial Transactions
Securities
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
Customer Service

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