Associate (On-Site)
NATIONAL BANK OF CANADAWinnipeg, CanadaTemps plein +2
Attendance On-Site Job number 31320 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Post... Voir plus
Wealth Associate (On-Site)National Bank • Winnipeg, Manitoba
Wealth Associate (On-Site)
National Bank • Winnipeg, Manitoba
Il y a plus de 30 jours
Type de contrat
- Temps plein
- Temps partiel
- Permanent
Description de poste
Attendance On-Site Job number 32292 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 08-Apr-2026 Area(s) of interest: Wealth management Location(s): Winnipeg
* 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! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
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.
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:
- 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
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
#INDGP
Languages: EnglishSkills
Press space or enter keys to toggle section visibility
Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative 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! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Créer une alerte emploi pour cette recherche
Wealth Associate (On-Site) • Winnipeg, Manitoba
Offres similaires
Biology Private Tutoring Jobs Matlock
SuperprofMatlock, CanadaTemps plein +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus
Nanny Wanted - Experienced Nanny Wanted Near Winnipeg, Manitoba Apply Now!
CanadianNanny.caNiverville, Manitoba, CanadaTemps plein
Looking for a responsible and caring nanny in Winnipeg, Manitoba.Our family is in need of a reliable individual to take care of our children.We are offering a competitive hourly rate of $20.The ide... Voir plus
Housekeeper Wanted - Niverville Housekeeping Service Opportunity
Housekeeper.comNiverville, Manitoba, CanadaTemps plein
We are looking for about 20 hours / week.For everything from cleaning to cooking to pet sitting , house sitting , laundry , dry cleaning , errands , organizing , deep cleaning , dishes.We have 3 li... Voir plus
Online Survey Participant: Work Remote and Earn Up To $25 Per Survey
Earn HausSt. Andrews, MB, CATélétravail
Temps plein +1
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus
Volunteer Engagement Specialist
Parkinson Canadawinnipeg, mb, caTemps plein
We’re not your typical non-profit.We bring swagger to everything we do.That means we move with purpose in every step, driven by our commitment to putting our community at the centre of our work.Eve... Voir plus
Wealth Associate (On-Site)
NATIONAL BANK OF CANADAWinnipeg, ManitobaTemps plein +2
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 ... Voir plus
URGENT: Nanny Wanted - Seeking A Caring Nanny In New Bothwell, Manitoba – $20.00 Per Hour For
CanadianNanny.caNew Bothwell, Manitoba, CanadaTemps partiel
Hello! We are a family located in New Bothwell, Manitoba, and we are looking to hire a part-time nanny to care for our infant and primary school-aged children.We need someone who is nurturing, resp... Voir plus
Complete Online Surveys For Cash (Up to $25/per)
Earn HausSt. Andrews, MB, CATemps plein +1
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus
Wealth Associate
National Bank of CanadaWinnipegTemps plein
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 ... Voir plus
Remote Appointment Setter - 60k / Year
Spade RecruitingNiverville, ManitobaTélétravail
Temps plein
Quick Apply
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Voir plus
Housekeeper Wanted - Niverville Housekeeper
Housekeeper.comNiverville, Manitoba, CanadaTemps plein
Looking for someone to take over for our current housekeeper once per week for the months of September - November and then twice per month after that.Duties include some laundry, kitchen counters/f... Voir plus
Pet Sitter Wanted - Seeking Reliable Pet Sitter In Winnipeg, Manitoba Earn $35 Daily Caring For
PetSitter.comWinnipeg, Manitoba, CanadaTemps plein
I offer $35 per day for dog boarding services.Your responsibilities would include feeding, walking, and providing companionship to my pets while I'm away.It’s essential that you have experience... Voir plus
Dustin looking for a babysitter or nanny in New Bothwell
SitlyNew Bothwell, CATemps partiel
I'm not sure what to say here, we are an average family I would say nothing to crazy going on haha. Voir plus
Associate (On-Site)
National BankWinnipeg, CanadaTemps plein +2
Attendance On-Site Job number 31320 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Post... Voir plus
Remote Benefits Sales Associate
Spade RecruitingSaint-Boniface, None, CATélétravail
Temps plein +1
We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Voir plus
Nanny Wanted - Niverville, Manitoba Live Out Nanny Job
CanadianNanny.caNiverville, Manitoba, CanadaTemps plein
I hope you are having a good day.What we are looking for: Casual, few days a week for a few hours in the evening.Pick up the kids from school and daycare.Get some dinner started and entertain the k... Voir plus
Survey Taker: Earn up to $25 per survey (Remote)
Earn HausSt. Andrews, MB, CATélétravail
Temps plein +1
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus