Talent.com
National Bank
Wealth Associate (On-Site)National Bank • London, Ontario
Wealth Associate (On-Site)

Wealth Associate (On-Site)

National Bank • London, Ontario
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance On-Site Job number 32307 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): 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

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
Create a job alert for this search

Wealth Associate (On-Site) • London, Ontario

Similar jobs

Wealth Associate

National Bank of CanadaLondon, ON, CA
Full-time

A career as a Wealth Associate at National Bank is a role where you can showcase your ability to work in synergy with clients and colleagues.In this position, you will support wealth advisors by of... Show more

 • Promoted

Manager, Peer Support and Volunteer Engagement

Parkinson Canadalondon, on, ca
Full-time

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... Show more

 • Promoted

Nicole looking for a babysitter or nanny in Mitchell

SitlyMitchell, CA
Part-time

I'm a single mom of 8 yr old B/G twins and a 7 yr old girl.I am looking for someone responsible and able to manage 3 children the same age all at the same time.They enjoy crafts, games and playing ... Show more

 • Promoted

Senior HR Advisor - Citation Canada

Citation Canadalondon, on, ca
Full-time

Hybrid- Minimum 3 days a week in Office (London, Ontario).Will consider remote applications.Starting our journey as HRdownloads in 2008, we are proud to be part of the Citation Group, whose mission... Show more

 • Promoted

Business Valuator - Lynch & Associates Inc.

Lynch & Associates Inc.london, on, ca
Full-time

Lynch & Associates is a boutique forensic accounting firm specializing in Personal Injury Litigation Support (Economic Loss Quantification, Accident Benefit Quantification etc.Fraud Examinations, a... Show more

 • Promoted

Organizational Development Specialist (Monitoring & Evaluation)

Cuso InternationalLondon, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.This placement offers a unique opportunity to collaborate with our partner, the Private Sect... Show more

 • Promoted

House Sitter Wanted - Seeking Reliable House Sitter In Welland, Ontario – $150 Daily Pay For Caring

HouseSitter.comLondon, Ontario, Canada
CA$150.00 daily
Full-time

I am a homeowner in Welland, Ontario, seeking a reliable house sitter to care for my home while I am away.The ideal candidate will be responsible for a few important tasks to ensure everything runs... Show more

 • Promoted

Dental Operations Associate

Cliff Ridge Specialty Partnerslondon, on, ca
Full-time

At Cliff Ridge Specialty Partners (\"Cliff Ridge\"), we believe in delivering patient-centered clinical excellence.To execute on our mission, our team partners with industry-leading orthodontists a... Show more

 • Promoted

Guidewire Integration Developer

Infotek Consulting Inc.london, on, ca
Full-time

Guidewire Integration Developer.We are seeking a highly skilled Guidewire Integration Developer with deep expertise in Guidewire platforms to support ongoing initiatives within Property and Casualt... Show more

 • Promoted

Nanny Wanted - Experienced Nanny Wanted In Mitchell, Ontario $20/Hourly

CanadianNanny.caMitchell, Ontario, Canada
CA$20.00 hourly
Part-time

Are you an experienced caregiver who loves working with children? Our family in Mitchell, Ontario is seeking a reliable and nurturing nanny to care for our infant (18 months) and 2 primary school-a... Show more

 • Promoted

Bilingual Customer Engagement Associate - london

BET99london, on, ca
Full-time

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... Show more

 • Promoted

Deputy General Counsel – Employment Law (Canada)

Anime Universelondon, on, ca
Full-time

Deputy General Counsel – Employment Law (Canada).Legal Guild – Employment Risk & People Infrastructure.We’re not hiring legal help—we’re bringing on a founding partner to help design the employment... Show more

 • Promoted

Algebra Private Tutoring Jobs Lucan

SuperprofLucan, Canada
CA$20.00 hourly
Full-time +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... Show more

 • Promoted

Nanny Wanted - Seeking Caring Nanny In Mitchell, Ontario To Join Our Family!

CanadianNanny.caMitchell, Ontario, Canada
Part-time

We are a warm and loving family in Mitchell, Ontario, looking to hire a part-time nanny to join our household.We have an infant and need someone with experience caring for young children.Our ideal ... Show more

 • Promoted

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

Earn HausPerth South, ON, CA
Full-time +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... Show more

 • Promoted

Wealth Associate in Client Services

Banque Nationale du CanadaLondon, Ontario, Canada
Full-time

Foster client satisfaction as a Wealth Associate in Client Services.Deliver quality service alongside investment advisors while handling financial transactions in a hybrid work arrangement.In this ... Show more

 • Promoted

Biology Private Tutoring Jobs Lucan

SuperprofLucan, Canada
CA$20.00 hourly
Full-time +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... Show more

 • Promoted

Pet Sitter Wanted - Experienced Pet Sitter Needed In Mitchell, Ontario $50.00 Daily

PetSitter.comMitchell, Ontario, Canada
CA$50.00 hourly
Full-time

Hello, I am looking for a reliable and caring individual to provide overnight care for my dogs in Mitchell, Ontario.I am in need of a pet sitter who can offer boarding services and ensure that my d... Show more