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Added 7 mins ago
NB
Senior Account Manager, Commercial Banking
National Bank of Canada
Coquitlam, BC
- Full-time
A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied…
Added 7 mins ago
NB
Senior Data Scientist
National Bank of Canada
Montreal, QC
- Full-time
You are part of a team of 15 colleagues in the Client Data Valuation sector and report to the Senior Manager – Analytics. Our team stands out for its expertise in predictive modelling of…
Added 7 mins ago
NB
Senior AI Scientist
National Bank of Canada
Montreal, QC
- Full-time
Within the Model Risk Management sector, you are part of a specialized growth team and report to the Senior Manager – AI Model Risk Management. Our team stands out for its combination of…
Added 7 mins ago
NB
Branch Administrator
National Bank of Canada
AB · Edmonton, AB
- Full-time
Provide administrative support to the Regional Manager on a variety of tasks
Added 8 mins ago
NB
Credit Analyst
National Bank of Canada
Toronto, ON
- Full-time
Within Equipment Finance, you'll be part of a collaborative credit team and report to a Credit Manager. Our team is recognized for its strong credit expertise, commitment to sound risk…
Added 37 mins ago
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Senior Dynamics 365 F&O Functional Consultant-RQ00762
Amyantek
Toronto, ON
- Contract
Manager Notes Must Haves: (Certifications are highly preferred)
Added 1 hour ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 2 hours ago
PL
Accounting Manager
Pure Life Machinery
St. Catharines, ON
- Full-time
We are looking for a hands-on Accounting Manager to own full-cycle accounting for PLM and CWI - from transactions and payroll through month-end close, job costing and monthly financial…
Added 2 hours ago
CS
Office Manager
Cogir Senior Living
Kitchener, ON · Briarfield Gardens
- Full-time
As our next Office Manager, you will be a pivotal member of our Retirement management team focused on handling all the behind-the-scenes activities that happen within the retirement…
Added 3 hours ago
BT
Tax Manager
Baker Tilly Canada
Courtice, ON
- Full-time
We are looking for a Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you'll collaborate…
Added 4 hours ago
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Ag Summer Student
Co-op
Altona, MB
- Full-time
Term: May-August 2027. This position is eligible for Co-op’s student development program, which includes the potential of tuition rebate.
Added 8 hours ago
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Assistant Manager, Operations | Tanger Outlet
lululemon
Ottawa, ON
- Internship
The Assistant Manager, Operations role is an essential part of the store leadership team and is responsible for making sure our retail business runs smoothly and successfully. Assistant…
Added 9 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
…at every stage of their growth journey. As a Senior Treasury Manager within Commercial Banking, you will play a strategic role in helping organizations operating in the Creative Media &…
Added 9 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…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…
Added 9 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 9 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 10 hours ago
Account Manager
Amrize
AB · Calgary, AB
Join Amrize as a Account Manager and help construct what's next. If you're ready to put your skills to work on projects that matter - and build a career with a company that’s building North…
Added 12 hours ago
R
Relationship Manager Intern, Commercial Financial Services
RBC
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 12 hours ago
RB
Relationship Manager Intern, Commercial Financial Services
Royal Bank of Canada
Nanaimo, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 13 hours ago
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Manager, Tax
MNP
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 13 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 13 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 13 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 13 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 13 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…

National Bank of Canada

Wealth Associate

Rimouski, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 7, 2026
Posting language: English
Posted: Nov 7, 2026

Original job description

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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 more precisely within tes team Groupe Conseil khakil.

Your job:

Ensure effective communication between all parties (clients, advisors, and various collaborators)
Provide superior customer service in person, on the phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Diligently carry out transactions related to investment accounts
Open and update client files
Coordinate advisors’ agendas, schedule appointments, and prepare clients 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.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

College diploma in a related field
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Good knowledge of the Microsoft Office suite
Organizational and priority management skills
Successful completion of the Canadian Investment Regulatory Exam (CIRE) is considered an asset

#INDGP
Languages: French
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

Provide exceptional client service and coordinate communication among clients, wealth advisors, and other collaborators. Support advisors through account analysis, investment transactions, client file maintenance, appointment scheduling, meeting preparation, and compliance with risk management rules.

Requirements

A college diploma in a related field and at least one year of relevant experience in banking operations, customer service, administration, or a related area are required. Candidates should have good knowledge of Microsoft Office and strong organizational and prioritization skills; completion of the Canadian Investment Regulatory Exam is an asset.

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
Hybrid Work Model
Flexible Work Schedule
Flexible Leave

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Banking
Client Service
Wealth Advisors
Investment Accounts
Investment Transactions
Account Analysis
Business Development
Client Files
Appointment Scheduling
Meeting Preparation
Compliance
Risk Management
Microsoft Office
Canadian Investment Regulatory Exam
CIRE
Banking Operations
Customer Service
Administration
Communication
Organization
Prioritization
Cybersecurity
Digital Literacy
Information Analysis

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