Jobs in Canada

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Added 1 min ago
SA
Marketing and Communications Coordinator
SafeLink Alberta
Calgary, AB
- Full-time
Reporting to the Manager, Community Engagement, the Marketing and Communications Coordinator is responsible for the communications, marketing and social media activities of the…
Added 1 min ago
CD
Assistant Practice Manager
Canadian Dental Services Corporation
Medicine Hat, AB
- Full-time
The Assistant Practice Manager must have the knowledge and versatility to lead, coach and provide hands-on support across all administrative functions
Added 1 min ago
CP
Manager, Payroll & Compliance
Cosmetic Physician Partners
Montreal, QC
- Full-time
We are seeking an experienced and detail-oriented Payroll & Compliance Manager to oversee payroll operations and regulatory compliance across our growing portfolio of medical aesthetics…
Added 1 min ago
GP
Customer Success Manager
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
We are looking for a Customer Success Manager to join our energy team who believes in a cleaner energy future and wants to play a role in advancing that vision. You will work with a…
Added 1 min ago
E
Recreation Facilitator - Part -Time (0.4 EFT) Maples Personal Care Home
Extendicare
Winnipeg, MB · Maples Personal Care Home
- Part-time
Reporting to the Recreation Manager, the Recreation Aide assists in the planning,
Added 1 min ago
E
Recreation Manager - Full Time (FT) - York, Sudbury
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Sudbury, ON · LTC - York (York St.)
- Full-time
Minimum two (2) years’ experience in program planning, implementation,
Added 1 min ago
Tax & Law Technology - Process Transformation - Manager/Senior Analyst - National
EY
Montreal, QC · Halifax, NS · Edmonton, AB · Ottawa, ON · AB · Calgary, AB
To Qualify for the Role, You Must Have
Added 1 min ago
MP
HR Generalist
Mauser Packaging Solutions
Brampton, ON
- Full-time
Support Regional HR Manager in the diagnosis of organizational problems and develop and implement solutions Administration and implementation of communications programs to increase employee…
Added 17 mins ago
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Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Participates in the design, development, implementation, and management of core program processes.
Added 17 mins ago
Manager, Advisor Excellence, Business Banking - Toronto
Scotiabank
Toronto, ON
The Manager, Advisor Excellence, contributes to the development and implementation of multi-segmented multi-channel training plans to support Business Banking’s achievement of strategic…
Added 17 mins ago
Trader - Multi Asset (1832 Asset Management)
Scotiabank
Toronto, ON
…providing asset management services in Canada since 1877, as a manager of mutual funds and providing investment solutions for private clients, institutions, foundations, endowments and…
Added 17 mins ago
PC
Digital Assurance & Transparency Manager
Pwc Canada
Vancouver, BC
- Full-time
As a Digital Assurance & Transparency Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 17 mins ago
PC
Digital Assurance & Transparency Manager
Pwc Canada
Calgary, AB
- Full-time
As a Digital Assurance & Transparency Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 30 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, 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 30 mins ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- 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 30 mins ago
S
Human Resources Director
SiteTalent
Kamloops, BC
- $150,000 to $175,000 CAD / year
- Full-time
Lead collective bargaining preparation, negotiations, and implementation.
Added 30 mins ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- 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 30 mins ago
DS
Engineering Manager
Dawn Staffing Solutions Inc
Windsor, ON
- Full-time
We re seeking an experienced Engineering Manager with strong automotive manufacturing, process engineering, and continuous improvement expertise in Windsor, ON.
Added 30 mins ago
BC
Team Lead, Finance Effectiveness & Transformation
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Toronto, ON
- Full-time
Lead outcome-driven Finance transformation workstreams from mobilization through recommendation or implementation.
Added 30 mins ago
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Software Asset Manager(SAM) & Licensing analyst
Scalian
Montreal, QC
- Full-time
We are looking for a Software Asset Manager(SAM) & Licensing analyst to collaborate on one of our projects in the Aerospace sector.
Added 30 mins ago
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Senior Database Administrator
BuzzClan
ON · Ontario, Canada
- Contract
Participate in Agile delivery methodologies, including Kanban boards, task management, sprint planning, and implementation activities.
Added 30 mins ago
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Software Asset Manager(SAM) & Licensing analyst
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Montreal, QC
- Full-time
We are looking for a Software Asset Manager(SAM) & Licensing analyst to collaborate on one of our projects in the Aerospace sector.
Added 31 mins ago
IC
Licensed Practical Nurse
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Victoria, BC
- Full-time
Participates, as a member of an interdisciplinary team, by providing clinical input in the development, implementation, assessment and evaluation of client care plans. Attending care plan…
Added 31 mins ago
Retail Experience Lead
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Oshawa, ON
Assist with the implementation of sales strategies and motivate sales team to achieve goals/targets.
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Spécialiste technique des ventes - Technical Sales Specialist - Montreal
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Montreal, QC

National Bank of Canada

Wealth Associate

Richmond Hill, ON, Canada

Full-time

Apply on LinkedIn About employer

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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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Jobs in Canada