Talent.com
National Bank
Operations Agent and Associate (On-Site)National Bank • Surrey, British Columbia
Operations Agent and Associate (On-Site)

Operations Agent and Associate (On-Site)

National Bank • Surrey, British Columbia
Il y a 1 jour
Type de contrat
  • Temps plein
  • Temps partiel
  • Permanent
Description de poste
Attendance On-Site Job number 33077 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-May-2026 Area(s) of interest: Operations Location(s): Surrey

Working as an Operations Agent & Associate at National Bank Financial, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

Your role:

  • Warmly welcome clients to the branch and direct them to the right resource
  • Analyze client accounts to prepare for activities that support investment advisors in their business development
  • Open and update client files
  • Coordinate advisor agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules
  • Provide top-quality customer service in person, on the phone, and via email
  • Help coordinate events and conferences with internal/external partners
  • Carry out various daily administrative activities (e.g., mail, distribute and file documents, order supplies)
  • Keep the branch tidy and organized

Your team:

National Bank Financial – Wealth Management, is the fifth largest 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. You will report to the Branch Administrator and work closely with a team of investment advisors

Prerequisites:

  • Experience working in financial services, an asset
  • Practical knowledge required of Excel, Word, and Outlook
  • Ability to adapt to change and work under pressure
  • Organizational and priority management skills
  • Critical thinking and strong problem-solving skillset
Languages: English

Skills

Press space or enter keys to toggle section visibility

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency 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

Operations Agent and Associate (On-Site) • Surrey, British Columbia

Offres similaires

Client Operations Representative

Insight Globalrichmond, bc, ca
Temporaire

The Client Operations Representative will support customers and internal operations teams by managing inbound inquiries via phone and email, processing orders, and maintaining accurate records with... Voir plus

 • Offre sponsorisée

Director of Operations - Dog Health & Supplements - Dr. Dobias Healing Solutions Inc.

Dr. Dobias Healing Solutions Inc.delta, bc, ca
Temps plein

Dobias International | Remote — North America | Full-Time.Dobias Natural Healing is a mission-driven company built around one simple belief — that dogs live longer, healthier, happier lives when th... Voir plus

 • Offre sponsorisée

Cloud & Dedicated Hosting Provider Senior Ops. Architect - delta

\"RMS\" Retail Marketing Solutions LLCdelta, bc, ca
Temps plein +1

Retail Marketing Solutions LLC “RMS”) is a Global Operations Agency specializing in:.Business Infrastructure and Practices Consultation).Domains | VPS & Dedicated Servers | Infrastructure Managemen... Voir plus

 • Offre sponsorisée

Bilingual Customer Engagement Associate

BET99delta, bc, ca
Temps plein

BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Voir plus

 • Offre sponsorisée

Operations Agent And Associate (On-Site)

NATIONAL BANK OF CANADASurrey, Canada
Temps plein +2

Attendance On-Site Job number 33077 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Post... Voir plus

 • Offre sponsorisée

On-Site Solutions Associate

BrafascoSurrey, Metro Vancouver Regional District, CA
Temps plein

A position at White Cap isn’t your ordinary job.You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities.The White Cap family is commi... Voir plus

 • Offre sponsorisée

Insurance Agent — On-Site (with Hybrid Flexibility)

U Trust Insurance Agency LLCVancouver
Temps plein

U Trust Insurance Agency LLC is a fast-growing commercial insurance agency specializing in trucking and transportation insurance across more than 30 states.Our team operates with clear processes, m... Voir plus

 • Offre sponsorisée

DevOps Engineer (AI) - delta

Affinitydelta, bc, ca
Temps plein

Client: Enterprise class EMR provider.On behalf of our client, Affinity is seeking a DevOps Engineer to build and evolve the infrastructure behind its flagship EMR platform.You’ll own Kubernetes-ba... Voir plus

 • Offre sponsorisée

Sr AWS Cloud Engineer (Banking/Capital Markets) - delta

companydelta, bc, ca
Temps plein

Senior AWS Cloud Engineer / Sr AWS DevOps (10+ years of experience).Duration: 6mo (high change of extension).Location: Downtown Toronto or remore (within Canada only).AWS cloud infrastructure / pla... Voir plus

 • Offre sponsorisée

Account Lead

MIK Studiorichmond, bc, ca
Temps plein

MIK Studio is a creative powerhouse bringing brands to life through storytelling and emerging technology.Our team spans the globe—designers, audio engineers, copywriters, developers, account manage... Voir plus

 • Offre sponsorisée

Freight Broker (Operating) Agent - Challenger (All Locations)

Challenger Motor FreightRichmond, British Columbia, CA
Télétravail
Temps plein
Quick Apply

Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent.As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing t... Voir plus

 • Offre sponsorisée

Danette looking for a babysitter or nanny in Squamish

SitlySquamish, CA
Temps partiel

Looking for help with cooking meals and cleanup and play video games with my 12 year old autistic ADHD son.He would do well with someone who is calm and patient and likes to play or watch him play ... Voir plus

 • Offre sponsorisée

Onboarding Specialist

HoneyBadger AIvancouver, bc, ca
Permanent

HoneyBadger AI – Vancouver, BC.HoneyBadger AI is seeking a detail-oriented and customer-focused.HoneyBadger AI’s voice agent, Alice.This role is critical in delivering a seamless onboarding experie... Voir plus

 • Offre sponsorisée

Earn money by taking surveys - Remote

AlmediaSquamish, British Columbia, Canada
Télétravail
Temps plein

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Voir plus

 • Offre sponsorisée

Applied AI Engineer - delta

InterEx Groupdelta, bc, ca
Temps plein

Remote (CA/ US / LATAM / Global Considered).Contract, Contract-to-Hire, or Full-Time.Enterprise AI / Applied AI Innovation.We are looking for highly hands-on Applied AI Engineers who can build, shi... Voir plus

 • Offre sponsorisée • Nouvelle offre

On-Site Solutions Associate

White Cap CanadaSurrey, Metro Vancouver Regional District, CA
Temps plein

Responsible for daily execution of our service commitment and identifying customer needs, and outlining specific goals to meet those needs.Major Tasks, Responsibilities and Key Accountabilities.Coo... Voir plus

 • Offre sponsorisée

Full-Time Focus Group Participant ($75- $150 per 1 hour session)

ApexFocusGroupDelta, BC, CA
Temps plein +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Adminis... Voir plus

 • Offre sponsorisée

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSquamish, BC, CA
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