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Added 21 mins ago
GF
Certified Pre-Owned Account Manager
GM Financial
Toronto, ON
- Full-time
A Certified Pre-Owned (CPO) Account Manager works with the GMCC and Ally to support and manage the CPO program rules and drive performance The role includes oversight on Co-Op funds and…
Added 21 mins ago
JP
Chef(fe), Développement des affaires - Business Development Manager
JAMP Pharma Group
Boucherville, QC
- Full-time
We are recruiting a Business Development Manager
Added 21 mins ago
B
Operations Manager
BGIS
North Bay, ON
- Full-time
The Manager, Operations is responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and…
Added 21 mins ago
A
Customer Service Representative
ADM
Montreal, QC
- Full-time
This position requires on-site presence five days per week at our Mill Street facility in Montreal
Added 21 mins ago
P
People & Experience Coordinator
proSapient
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
You'll work closely with the People Manager & the wider PTOM team, Finance, employees, new hires, building management, suppliers, and external providers.
Added 22 mins ago
K
Manager, Grants and Government Assistance Practice
KPMG
Ottawa, ON · Oakville, ON · Kitchener, ON · Hamilton, ON
- Full-time
Collaborate closely with cross‑functional KPMG teams, including Tax, Audit, and Corporate Finance, to deliver integrated client solutions
Added 51 mins ago
MV
Program Manager, Accounting Operations & Reporting
Metro Vancouver
BC · British Columbia, Canada
- Full-time
Administrative Professional (Program Assistant I) - Metro Vancouver
Added 51 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
We have a comprehensive benefits program inclusive of a Health Spending Account, Workperks, and more! Most importantly, we are committed to empowering, developing and supporting all our…
Added 51 mins ago
L
Senior Manager - Fulfillment Planning
lululemon
Vancouver, BC
- Full-time
…Fulfillment Planning, leading a team of analysts to develop the program and deliver on key mandates in this highly cross-functional area. This team is responsible for facilitating…
Added 51 mins ago
FC
Client Transitions Manager
Fidelity Canada
Toronto, ON
- Full-time
The Client Transitions Manager is responsible for overseeing institutional client transitions across Defined Benefit, Defined Contribution, Corporate, Endowment, Foundation, Sub Fund, and…
Added 51 mins ago
CP
Manager, Total Rewards
CAAT Pension Plan
Toronto, ON · Head Office
- Full-time
As a trusted partner to HR Business Partners, Talent Acquisition, Finance, and business leaders, you will provide expert advice, conduct complex analyses, and support informed…
Added 51 mins ago
Key Account Manager - Yogourt and Cultured - 405 TWM, Montreal or Longueuil
Lactalis
Montreal, QC
Working with National Account Manager to negotiate product category agreements with customers as required. This includes conducting category reviews, developing formal financial proposals,…
Added 1 hour ago
P&
Financial Analyst – Manufacturing Operations
Pratt & Whitney
Halifax, NS
- Full-time
…manufacturing and operations teams. This role will report to the Manager of Financial Planning & Analysis and partner closely with Finance, Production, and cross-functional stakeholders to…
Added 1 hour ago
P
Manager, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
As a Manager, Internal Controls and Risk Management – Financial Services, you will work with a team of professionals to help anticipate and solve internal control and risk management…
Added 1 hour ago
VS
Ops NPI Project Manager
VIAVI Solutions
Ottawa, ON
- Full-time
We are adding an Ops NPI Project Manager to carry the additional load. This role is the central Operations point of contact for an assigned set of PLT NPI projects - managing the planning,…
Added 1 hour ago
GD
Canada Tax Manager
General Dynamics Land Systems–Canada
London, ON
- Full-time
TheCanada Tax Manager opening is a current vacant position at General Dynamics Land Systems – Canada. The base salary hiring range for this position is $132,000 to $173,000 per year. Once…
Added 1 hour ago
Manager, Marketing
Joseph Ribkoff
Dorval, QC
…career opportunities in Design, Operations, Sales, Marketing, Finance, IT and HR as well as in the Production and Warehousing…
Added 1 hour ago
Senior Contract Specialist
BGBx
ON
…supports the company's financial goals. They work closely with Finance, Account Sales, Project Managers, internal business teams, vendors, clients and outside counsel. The Senior Contract…
Added 1 hour ago
R
Financial Analyst – Manufacturing Operations
RTX
Halifax, NS
- Full-time
…manufacturing and operations teams. This role will report to the Manager of Financial Planning & Analysis and partner closely with Finance, Production, and cross-functional stakeholders to…
Added 1 hour ago
N
Regional Product Manager, Optical Networks
Nokia
Ottawa, ON
- Full-time
The Regional Product Manager, Optical Networks will own the strategy and execution of Nokia’s optical networking portfolio for hyperscaler, cloud and AI customers across North America. You…
Added 1 hour ago
B
Operations Manager
BGIS
North Bay, ON
- Full-time
The Manager, Operations is responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and…
Added 1 hour ago
CP
Manager, Total Rewards
CAAT Pension Plan
Toronto, ON
- Full-time
As a trusted partner to HR Business Partners, Talent Acquisition, Finance, and business leaders, you will provide expert advice, conduct complex analyses, and support informed…
Added 1 hour ago
D
Manager - Financial Services - Monitor Deloitte
Deloitte
Toronto, ON
- Full-time
As a Manager, you must have:
Added 1 hour ago
VS
Ops NPI Project Manager
VIAVI Solutions
Ottawa, ON
- Full-time
We are adding an Ops NPI Project Manager to carry the additional load. This role is the central Operations point of contact for an assigned set of PLT NPI projects - managing the planning,…
Added 1 hour ago
RH
Controller
Richcraft Homes
Ottawa, ON
- $95,000 to $110,000 CAD / year
- Full-time
…interviews and final hiring decisions are made by the hiring manager and our HR team. AI does not make any hiring…

National Bank of Canada

Wealth Associate

Brossard, QC, 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
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
Three 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 Cours or Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills

#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 on LinkedIn About employer

More about this job

Responsibilities

Support wealth advisors by responding to client requests, processing investment transactions and account instructions, maintaining client files, and preparing portfolio reports. Coordinate appointments and client meetings while following compliance and risk management requirements.

Requirements

Requires a completed college or university diploma in a related field and three years of relevant experience in banking, insurance, or financial services. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, or the Canadian Investment Regulatory Exam, and have strong Microsoft Office and 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
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

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Jobs in Canada