Client associate Jobs in Victoria, BC

Attendance On-Site Job number 36160 Category Support Status: Temporary 12 months Type of Contract Temporary Number of months 12 months Schedule: Part-Time 24 hours Full Time / Part Time? Part-Time Number of Hours 24 Posting date 14-Oct-2026 Area(s) of interest: Wealth management Location(s): Victoria 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: English Skills 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, 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 - Group insurance - Generous pension plan - Employee and Family Assistance Program - Preferential banking services - Opportunities to get involved 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 actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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