Jobs in Canada

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Added 17 mins ago
Q
Mask Layout Design Lead
Qualcomm
Markham, ON
- Full-time
Associate's degree in Computer Science, Mathematics, Electrical Engineering or related field and 6+ years of experience designing custom layouts in relevant domain (e.g., analog, mixed…
Added 31 mins ago
KC
Associate Director, Programmatic
Kim Cosic Consulting Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Associate Director contributes to a cohesive end-to-end approach across channels, data, audiences, targeting, measurement, and creative. They identify opportunities to improve…
Added 1 hour ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Richmond, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
White Rock, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Surrey, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate (Full time)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
3
Field Service Representative - Calgary, Alberta
3Si
Canada
- Full-time
Associate degree in Electronics or related field
Added 1 hour ago
AG
Distribution Engineer / Senior Engineer
ATCO Group
AB · Grande Prairie, AB
- Full-time
…important and complex projects critical to our business. Our operations across multiple business lines and geographies mean ATCO fosters ample development and learning opportunities for…
Added 2 hours ago
C
Data Center Technician - Calary, AB
CoreWeave
Calgary, AB
- Full-time
Associate’s degree, bachelor’s degree, or equivalent practical experience in Computer Science, Information Technology, Computer Networking, or a related field.
Added 2 hours ago
Data Center Technician - Calary, AB
CoreWeave
Calgary, AB
Associate’s degree, bachelor’s degree, or equivalent practical experience in Computer Science, Information Technology, Computer Networking, or a related field.
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 hours 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 2 hours ago
FR
Area Manager
FirstService Residential Canada
Hamilton, ON
- Full-time
FirstService Residential is seeking a proactive, people-focused Service Manager to lead operations across an assigned portfolio of condominium properties. This field-based leadership role…
Added 2 hours ago
TC
Customer Retention Specialist - Quebec Zone/Spécialiste, Rétention de la Clientèle – Zone du Québec
Toyota Canada Inc.
Brossard, QC
- Full-time
Form strong working relationships with Zone field teams (Sales, Parts & Service, Marketing and Training)
Added 2 hours ago
E
Associate Brand Manager – Dairy
Elanco
Mississauga, ON · CA - Mississauga
- Full-time
…Canada is looking for an energetic, curious, and collaborative Associate Brand Manager to join our team in Mississauga, supporting our Canadian Dairy & Ruminant…
Added 3 hours ago
FR
Area Manager
FirstService Residential Canada
Mississauga, ON
- Full-time
FirstService Residential is seeking a proactive, people-focused Service Manager to lead operations across an assigned portfolio of condominium properties. This field-based leadership role…
Added 3 hours ago
FR
Condominium Manager
FirstService Residential Canada
Vaughan, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 3 hours ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 3 hours ago
CR
Lead Insurance Specialist
Canadian Red Cross
Canada
- Full-time
Work collaboratively with Case Managers, Associate Managers, Program Implementation Specialists, Review Unit contributors, and Recovery leadership across Canada to participate in case…
Added 3 hours ago
B
Product Manager MDS, Hypodermics and Anesthesia
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $85,000 to $135,000 CAD / year
- Full-time
…week to maintain our culture of excellence and ensure smooth operations, while also recognizing the importance of flexibility and work-life balance. Remote or field-based positions will…
Added 3 hours ago
B
Executive Assistant, Business Process
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $55,000 to $105,000 CAD / year
- Full-time
…week to maintain our culture of excellence and ensure smooth operations, while also recognizing the importance of flexibility and work-life balance. Remote or field-based positions will…
Added 3 hours ago
B
Executive Assistant, Team Lead
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $60,000 to $110,000 CAD / year
- Full-time
…week to maintain our culture of excellence and ensure smooth operations, while also recognizing the importance of flexibility and work-life balance. Remote or field-based…
Added 3 hours ago
LC
Associate, Order Confirmation
Loblaw Companies Limited
Mississauga, ON
- Full-time
Reporting directly to the Supervisor, Supply Chain, the Associate, Order Confirmation plays a key role in the daily operations of the Central Pharmacy Services fulfillment process. This…
Added 3 hours ago
GB
Bookkeeper & Order Desk Associate
Godor Bookkeeping Practice
Calgary, AB
- Full-time
…bookkeeping, payroll solutions, and both financial and logistical operations support to a diverse range of clients. The practice focuses on accuracy, reliability, and timely delivery of…

National Bank of Canada

Wealth Associate

Richmond Hill, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 10, 2026
Posting language: English
Posted: Nov 10, 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
Effective communication among clients, advisors, and internal or external collaborators
Excellent customer services in person, on the phone, and by email
Ensure adherence to compliance and risk management rules
This is a full-time, onsite position based at the office

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
Strong organizational skills with the ability to manage multiple priorities effectively
Knowledge of financial planning
Knowledge of insurance

#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, communicate with clients and collaborators, and follow compliance and risk-management requirements.

Requirements

Requires a college or university diploma in a related field and two years of relevant experience in banking, 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 skills, and knowledge of financial planning and insurance.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention to Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Standards 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 Advisors
Customer Service
Financial Transactions
Securities Purchases and Sales
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client Files
Portfolio Management Reports
Financial Planning
Insurance
Compliance
Risk Management
Microsoft Office
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Banking
Administrative Management
Client Meetings
Communication
Cybersecurity

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Work requirements

Jobs in Canada