Jobs in Canada

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Added 8 mins ago
C(
Senior Analyst/Associate, Institutional Sales
Clarity (formerly Hiive)
Vancouver, BC
- Full-time
…together buyers, sellers, and issuers to facilitate secondary transactions in venture-backed, pre-IPO companies, introducing efficiency, transparency, and standardization to an otherwise…
Added 22 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
St. Albert, AB
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 22 mins ago
WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Lac-Mégantic, QC
- Full-time
…friendly, helpful service and assisting customers as they complete transactions in the self‑service checkout area. This role is a strong fit for individuals seeking an engaging position in…
Added 23 mins ago
WC
(CAN) Cashier
Walmart Canada
Bridgewater, NS
- Full-time
Processes all purchase transactions in a timely and efficient manner, including deactivation of merchandise with respect to the EAS Program.
Added 23 mins ago
MS
Associé(e) en Fusions & Acquisitions - M&A Associate
Manos Software Group
Montreal, QC
- Full-time
…d’acquisitions, des échanges avec les fondateurs, de la structuration des transactions et de la conduite des opérations jusqu’à leur finalisation. Vous travaillerez aux côtés des Investment…
Added 23 mins ago
W
(CAN) Préposé aux caisses libre-service
Walmart
Lac-Mégantic, QC
- Part-time
…friendly, helpful service and assisting customers as they complete transactions in the self‑service checkout area. This role is a strong fit for individuals seeking an engaging position in…
Added 38 mins ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers.…
Added 38 mins ago
C
Client Engagement Associate, 15h/week - Brossard
CIBC
Brossard, QC
- 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 52 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Bridgewater, NS
- Full-time
…friendly, helpful service and assisting customers as they complete transactions in the self‑service checkout area. This role is a strong fit for individuals seeking an engaging position in…
Added 52 mins ago
WC
(CAN) Cashier
Walmart Canada
Bridgewater, NS
- Full-time
Processes all purchase transactions in a timely and efficient manner, including deactivation of merchandise with respect to the EAS Program.
Added 52 mins ago
GC
Field Operations Associate
Grainger Canada
Swift Current, SK
- Full-time
DL NUMBER - Driver License, Valid and in State Must possess and maintain a valid driver’s license in province of residence Upon Hire required
Added 52 mins ago
WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Quebec, QC
- Full-time
…friendly, helpful service and assisting customers as they complete transactions in the self‑service checkout area. This role is a strong fit for individuals seeking an engaging position in…
Added 52 mins ago
A
Assistant Store Manager - Ontario Mills
Aéropostale
ON · Ontario, Canada
- $19.5 to $27 USD / hour
- Full-time
Perform POS transactions on designated shifts and execute management functions in the absence of Store Manager.
Added 1 hour ago
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Customer Experience Associate
TD
Tsawwassen, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
SI
Sales Associate-Print&Services
Staples Inc.
St. Albert, AB
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 1 hour ago
AF
Registered Equity Sales Associate (Retail & Institutional)
ATB Financial
Toronto, ON
- Full-time
We are seeking a highly organized and dynamic Registered Sales Associate to join our Institutional Equity Sales and Trading desk. This unique position bridges retail client service with…
Added 1 hour ago
FR
Accounts Receivable Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
The Accounts Receivable Associate – Receipts is responsible for processing and depositing cheques, cash, and electronic payments, including Post-Dated Cheques (PDCs) and Pre[1]Authorized…
Added 1 hour ago
FR
Corporate, Infrastructure & Project Finance Group, Energy (Midstream), Associate Director- Toronto
Fitch Ratings
Toronto, ON
- Full-time
…rating of a portfolio of US and Canada Midstream credits / transactions. As an Associate Director, you will have…
Added 1 hour ago
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(CAN) Cashier
Walmart
Kitchener, ON
- Part-time
2. Processes all purchase transactions in a timely and efficient manner, including deactivation of merchandise with respect to the EAS Program.
Added 2 hours ago
D
Store Associate
Dollarama
Toronto, ON
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
CB
Sales Associate - CosmoProf Store # 07412
CosmoProf Beauty
Grande Prairie, AB
- Other
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 2 hours ago
LV
SEASONAL SALES ASSOCIATE-EN
La Vie En Rose
Montreal, QC
- Part-time
Accompany customers to the cash register and process their transactions;
Added 2 hours ago
VA
Retail Sales Associate [S]
Vancouver Aquarium
Vancouver, BC
- Part-time
…products that meet the customers’ needs, and process sales transactions through the POS. Being the first contact for guests once in the Aquarium, it is the responsibility of the associate…
Added 2 hours ago
B
Executive Assistant, Business Process
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $55,000 to $105,000 CAD / year
- Full-time
Support time and attendance administration, including e-Time transactions, exception resolution, approvals follow-up, and associate inquiries.
Added 2 hours ago
B
Executive Assistant, Team Lead
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $60,000 to $110,000 CAD / year
- Full-time
Support time and attendance administration, including e-Time transactions, exception resolution, approvals follow-up, and associate inquiries.

National Bank of Canada

Wealth Associate

Oakville, ON, 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 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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Work requirements

Jobs in Canada