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Wealth Associate (On-Site)

Wealth Associate (On-Site)

National BankLondon, Ontario
Full-time +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 ...Show moreLast updated: 30+ days ago
Stores Associate

Stores Associate

NikeOntario, Ontario, Canada
Part-time
Become a Part of the NIKE, Inc.It is a place to explore potential, obliterate boundaries and push out the edges of what can be. The company looks for people who can grow, think, dream and create.Its...Show moreLast updated: 30+ days ago
Associate Advisor

Associate Advisor

Desjardins Financial Security Independent Network - Ottawa #118London, Ontario, Canada
Full-time +1
Desjardins Financial Security Independent Network.Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, ...Show moreLast updated: 30+ days ago
Production Associate

Production Associate

AerotekLondon,ON,Canada
Full-time
Job Title : General Production Worker.As a General Production Worker, you will be responsible for working on a production line with other team members, cutting metal and assembling kits.This role re...Show moreLast updated: 3 days ago
Sales Associate

Sales Associate

Foot LockerLondon, ON, CA
Part-time
You are a natural at putting Customers at ease, and enjoy starting up natural, friendly conversations.It’s just as easy for you to connect with kids as it is with their parents.You enjoy sharing yo...Show moreLast updated: 30+ days ago
Fulfillment Associate

Fulfillment Associate

Bayshore HealthCareLondon, ON
Part-time
Participated in quality improvements initiatives including any tasks assigned to them.Verify picked medical supply orders for accuracy. Package verified orders for delivery.Maintain adequate invento...Show moreLast updated: 30+ days ago
Sales Associate

Sales Associate

RocketOntario, CA
Full-time +1
As a Sales Associate you will be eligible for;.Full Time positions are also eligible for medical benefits.The Sales Associate at United Pacific works at an assigned store location and assists in th...Show moreLast updated: 30+ days ago
In-Store Stock Associate

In-Store Stock Associate

Bedard RessourcesLondon, Middlesex
Full-time
Quick Apply
Students Welcome! Current openings are available in London ! Join a team close to home and enjoy a supportive, dynamic work environment in a location that works for you! Recognized as one of the To...Show moreLast updated: 30+ days ago
sales associate

sales associate

Kognitive Sales SolutionsLondon, ON, CA
Permanent
No degree, certificate or diploma.Provide advice about merchandise.Advertise and / or promote products, sales or services. Transportation / travel information.Work conditions and physical capabilities.E...Show moreLast updated: 10 days ago
Investment Associate

Investment Associate

BMOLondon, ON, CAN
Part-time
A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customi...Show moreLast updated: 27 days ago
Keyholder

Keyholder

TorridLondon (Masonville Place), ON
Full-time
At Torrid, we celebrate every shape, every size, and every curve of our customer.Our Torrid stores offer an exciting, one-of-a-kind, amazing experience for not just our customers, but our employees...Show moreLast updated: 30+ days ago
Sales Associate

Sales Associate

PET VALULondon, Ontario, Canada
Part-time
The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing f...Show moreLast updated: 30+ days ago
Procurement Associate

Procurement Associate

Randstad CanadaLondon, Ontario, CA
Temporary
Quick Apply
Contractor, Procurement Associate.System and Process Subject Matter Expert for Company systems (Oracle, iSupplier, ERP / MRP, TIPQA, TTQ, Teamcenter, Factory Bucket, Logikweb, Cognos, Apex).Provide s...Show moreLast updated: 27 days ago
Stock Associate

Stock Associate

Steve MaddenOntario, CA
Part-time
Stock Associate (P / T) (California, USA).The Stock Associate is responsible for verifying merchandise receipts, deliveries, and placement of merchandise in the stockroom. Maintain a passion for both ...Show moreLast updated: 30+ days ago
Sales Associate

Sales Associate

StructubeLondon, Ontario, Canada
Full-time
What your day to day will look like : .Advise customers by promoting our furniture and accessories;.Ensure after-sales follow-up in order to track deliveries and answer customer questions;.Participat...Show moreLast updated: 30+ days ago
Retail Associate - Masonville Place

Retail Associate - Masonville Place

AritziaLondon, ON, CanadaMasonville Place
Part-time
SAs a Boutique Associate, you will : .Support the Service Counter team to enable efficient and elevated experiences.Support the Atelier team to enable Everyday Luxury experiences.Curate our merchand...Show moreLast updated: 30+ days ago
People also ask
Wealth Associate (On-Site)

Wealth Associate (On-Site)

National BankLondon, Ontario
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description

Attendance

On-Site

Job number

29826

Category

Professional

Status : Permanent

Type of Contract

Permanent

Schedule : Full-Time

Full Time / Part Time?

Full-Time

Posting date

01-Dec-2025

Area(s) of interest : Wealth management

Location(s) : London

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 : English

    Skills

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    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.

  • 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
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
  • These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

    We're putting people first

    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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

    We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

    Come live your ambitions with us!

    Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal