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Added 8 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 8 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 8 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 8 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 8 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 8 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 8 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 23 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…
Added 23 mins ago
FB
Assistant Meat Manager
Farm Boy Inc.
Brantford, ON
- $21 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 23 mins ago
SC
District Manager, Northern Ontario and Manitoba (hybrid)
SiriusXM Canada
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- 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…
Added 23 mins ago
Flagship Assistant Manager - Carrefour Laval
Laura Canada
Laval, QC
As part of Management, the Store Assistant Manager possesses a passion for fashion and customer service. They recruit and lead a winning team that provides a unique and memorable shopping…
Added 23 mins ago
Health Care Aide STBK
Connecting Care (2000) Inc.
Grimshaw, AB
At Connecting Care, we proudly embrace The Eden Alternative™ philosophy as a guiding force for every facet of community operations. This revolutionary approach to care prioritizes resident…
Added 23 mins ago
Talent Acquisition Specialist / Recruiter
Salit Steel
Grimsby, ON · Toronto, ON
…Steel family. Headquartered in Niagara Falls, Ontario, we have operations across Ontario, Quebec, Western Canada, and the US, providing steel service centre solutions and reinforcing…
Added 23 mins ago
Owen Sound - 310T Lead Hand Mechanic
Human Resources
Owen Sound, ON
Today, Miller Waste operates collection fleets, recycling facilities, transfer stations, and composting operations that help communities manage waste responsibly while recovering valuable…
Added 23 mins ago
Director of Information Technology
The Corporation of The City of St. Thomas
St. Thomas, ON
Under the general direction of the City Manager, the Director of Information Technology (IT) provides strategic leadership, direction, and oversight for the City's technology…
Added 23 mins ago
Health & Safety Manager - Delta, BC
Alpine Recruitment and Talent Attraction
Delta, BC · Surrey, BC · Vancouver, BC
We’re looking for a Health & Safety Manager who doesn’t just understand safety, but actually enjoy being out in it.
Added 23 mins ago
LC
Senior Manager, Continuous Improvement, Ecomm Operations
Loblaw Companies Limited
Toronto, ON
- Full-time
The PC Express Operations team leads all systems from connecting customer order demand through to in- store execution and post purchase activities. As Ecomm sales continue to drive…
Added 23 mins ago
G
Regional Property Manager
Greystar
Edmonton, AB
- Full-time
Supports and executes the Company’s strategies related to property management operations by directing the team members on the assigned portfolio of properties, and by implementing the…
Added 23 mins ago
I
Senior Policy Advisor -Economic Development
ITK
Ottawa, ON
- Full-time
Reporting to a Manager within the Department of Policy Advancement, the Senior Policy Advisor will work towards promoting and improving the place of Canada’s Inuit in specific policy areas.…
Added 23 mins ago
WG
Dewatering Project Manager
WJ Groundwater
Toronto, ON · North York, Ontario
- Full-time
WJ Groundwater is the leading construction dewatering and groundwater specialist in the UK with operations in Canada, the Middle East, Poland & the Philippines. We have specialized plant…
Added 23 mins ago
WG
Engineering Technician
WJ Groundwater
Toronto, ON · North York, Ontario
- Full-time
WJ Groundwater is the leading construction dewatering and groundwater specialist in the UK with operations in Canada, the Middle East, Poland & the Philippines. We have specialized plant…
Added 23 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
Brantford, ON
- $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 23 mins ago
A
Process Improvement & Training Manager
Alto
Toronto, ON
- Full-time
The Operational Excellence team is seeking an experienced Process Improvement & Training Manager to design, improve, document, and enable business processes that support consistent and…
Added 23 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
Hamilton, ON
- $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 23 mins ago
TD
Property Operations Supervisor
TAG Developments Ltd
AB · Edmonton, AB
- Full-time
We are seeking a permanent, full-time Property Operations Supervisor to take ownership of the physical and technical operations of our portfolio. Reporting to the General Manager, Property…

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 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 responding to client requests, processing investment transactions and account instructions, and maintaining client files. Prepare portfolio reports, coordinate appointments and client meetings, and follow compliance and risk management requirements.

Requirements

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

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