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National Bank of Canada

Wealth Associate

Quebec, QC, Canada

Job type: Full-time
Apply by: Oct 20, 2026
Posting language: English
Posted: Sep 20, 2026

Apply About employer

Applications open in a new tab.

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.

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

#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

The Wealth Associate will provide superior customer service and ensure effective communication between clients, advisors, and collaborators. They are also responsible for analyzing client accounts, managing advisor agendas, and ensuring adherence to compliance and risk management rules.

Requirements

Candidates must possess a college diploma in a related field and at least one year of relevant experience in banking, customer service, or administration. Proficiency in the Microsoft Office suite and strong organizational skills are also 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

Benefits

Health and wellness program
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and family assistance program
Preferential banking services
Telemedicine service
Virtual sleep clinic

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Banking Operations
Customer Service
Administration
Microsoft Office
Compliance
Risk Management
Investment Brokerage
Business Development
Client Files
Investment Accounts
Financial Services
Wealth Advisor
Hybrid Work
Work-life Balance

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