Talent.com
NBC
AssociateNBC • Surrey, British Columbia
Associate

Associate

NBC • Surrey, British Columbia
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance On-Site Job number 27297 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 27-Jun-2025 Location: Surrey, British Columbia City Surrey Province/State British Columbia Area(s) of interest: Wealth management

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 :

1. Executive Support

  • Manage calendars for Advisors, including scheduling client meetings, internal reviews, and professional commitments
  • Prepare and organize meeting materials (agendas, summaries, documents) in collaboration with support staff
  • Coordinate travel arrangements, conference bookings, and special events
  • Screen and prioritize incoming communications (emails, calls, and messages) for Advisors

2. Client Care & Communications

  • Draft professional correspondence and client-facing communications
  • Maintain a strong understanding of client preferences, key dates (birthdays, anniversaries), and ongoing service needs
  • Assist with follow-ups from client meetings, ensuring timely execution of next steps and documentation
  • Help in the production of monthly market outlook videos, including light editing, branding, and formatting for upload.

3. Administrative Operations

  • Track deliverables such as financial plans, account documentation, and client reviews
  • Liaise with internal departments (compliance, operations, marketing) to coordinate submissions and ensure process adherence
  • Maintain and update CRM with accurate notes, deadlines, and meeting records
  • Help organize team and client events, managing invitations, logistics, and follow-ups

4. Team Collaboration & Project Support

  • Support special projects and business initiatives at the direction of Advisors
  • Maintain internal checklists and workflows to ensure consistent service delivery
  • Collaborate with other associates and licensed team members to balance workload and provide backup when needed

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

  • 2+ years of experience in customer service or administrative roles
  • Financial industry experience not required
  • Exceptional organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Proficiency in Microsoft Office Suite
  • Ability to handle sensitive information with discretion and professionalism
  • Self-starter who can manage multiple tasks with minimal supervision

#INDGP

Languages: English 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!
Create a job alert for this search

Associate • Surrey, British Columbia

Similar jobs

Private Equity Associate / Senior Associate

Caloah Private EquityVancouver, Metro Vancouver Regional District, CA
Full-time

Caloah Private Equity (“Caloah” or “CPE”) is in the business of managing proprietary equity capital through a variety of private and public market investment vehicles.This investment strategy serve... Show more

 • Promoted

Associate

AGF Management LimitedVancouver
Full-time

We are looking for an Associate to help the portfolio management team develop, execute and improve all aspects of the investment management process.The successful candidate will work independently ... Show more

 • Promoted

Associate – Private Company Mergers & Acquisitions

BC Legal Management AssociationVancouver, Metro Vancouver Regional District, CA
Full-time +1

Associate – Private Company Mergers & Acquisitions.Clark Wilson LLP is a leading, innovative law firm in British Columbia.For over 100 years, we’ve proudly advised clients on a comprehensive range ... Show more

 • Promoted

Investment Associate

Canaccord Genuity Corp.Vancouver, Metro Vancouver Regional District, CA
Permanent

Salary Range: $50,000 - $60,000 plus discretionary bonusWho we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of... Show more

 • Promoted

Associate Director, Programmatic

OMDVancouver, Metro Vancouver Regional District, CA
Full-time

Here is a cleaned and fully compliant version of the job description: .At OMD we are much more than just a media communications agency.As part of the Omnicom Media Group, we approach media in a wa... Show more

 • Promoted

Senior Associate/Principal - Building Envelope

Foresight Recruitment GroupVancouver, Metro Vancouver Regional District, CA
Full-time

You will be joining a Canadian consulting firm with a long track record in Building Envelope and Structural Engineering.They've grown to 70+ staff across their 2 offices, and they're not slowing do... Show more

 • Promoted

Associate

RBC Dominion SecuritiesVancouver, Metro Vancouver Regional District, CA
Full-time

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.We are proud of our collaborative, supportive culture that enables succe... Show more

 • Promoted

Associate

Smith + AndersenVancouver, Metro Vancouver Regional District, CA
Full-time

Job Type: Hybrid – WFH + In Office.Salary Range: $130,000 - $140,000.Smith + Andersen is a trusted, Canadian, multi-disciplinary engineering firm with eleven offices in five provinces and approxima... Show more

 • Promoted

Bilingual Customer Engagement Associate

BET99richmond, bc, 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

Associate

DLA PiperVancouver, Metro Vancouver Regional District, CA
Full-time

Year Mid to Senior Level Litigation Associate - Vancouver.The Vancouver office of DLA Piper (Canada) LLP is looking for a talented mid-level associate with 3-7 years’ experience in commercial litig... Show more

 • Promoted

Sales Associate

WIRELESSWAVE / WAVE SANS FILBurnaby, Metro Vancouver Regional District, CA
Full-time

Join to apply for the Sales Associate role at WIRELESSWAVE / WAVE SANS FIL.At WIRELESSWAVE, we bring the latest from Apple, Samsung, Google, and more to customers nationwide.Bell and Rogers, we're ... Show more

 • Promoted

Store Associate

Sherwin-Williams Co.Richmond, Metro Vancouver Regional District, CA
Full-time

Job DescriptionThis position is essential to the success of our retail stores.Store Associates work closely with wholesale and retail customers to determine their needs, answer their questions abou... Show more

 • Promoted

Client-Focused Sales Associate Role

TORY BURCHRichmond, Metro Vancouver Regional District, CA
Full-time

Transform customer experiences at Tory Burch as a Sales Associate.Engage with clients and drive sales in a vibrant retail setting focused on excellence.In this Sales Associate position, you will pl... Show more

 • Promoted

Dynamic Sales Associate Role at WIRELESSWAVE

Glentel Inc.Burnaby, Metro Vancouver Regional District, CA
Full-time

Become a Sales Associate at WIRELESSWAVE, where your tech skills and customer focus drive sales of top products from brands like Samsung and Google.Competitive compensation awaits! In this role, y... Show more

 • Promoted

Associate

CAI Capital, Inc.Vancouver
Full-time

CAI Capital Partners is a leading private equity firm headquartered in Vancouver, with a distinguished track record of partnering with and growing founder-owned businesses across the North American... Show more

 • Promoted

Associate

Dixon Mitchell Investment Counsel Inc.Vancouver
Full-time

Dixon Mitchell Investment Counsel Inc.Established in 2000, Dixon Mitchell now manages over $8bn on behalf of Canadian families, pensions, foundations and Indigenous communities and organizations.Ou... Show more

 • Promoted

Associate

Cresa VancouverVancouver, Metro Vancouver Regional District, CA
Full-time

This is a full-time Commercial Real Estate Advisor role.Responsibilities include prospecting & business development, and transaction management services for users of office and industrial real esta... Show more

 • Promoted

Investment Associate/Principal

Pivot HR ServicesVancouver, Metro Vancouver Regional District, CA
Full-time +1

Pivot HR Services is pleased to present this exciting Investment Associate/Principal opportunity on behalf of our valued client, NorthX Climate Tech.Investment Associate/Principal.Office Location: ... Show more

 • Promoted

Senior Associate for Investor Delivery in Private Equity Environment

MUFG Investor ServicesVancouver, Metro Vancouver Regional District, CA
Full-time

Step into a vital Senior Associate role focused on investor delivery in private equity.This position offers the chance to manage critical client interactions while ensuring compliance in a hybrid w... Show more

 • Promoted

Sales Associate

Sunglass HutBurnaby, Metro Vancouver Regional District, CA
Full-time

At Sunglass Hut, we’re always in the sun.You’ll find a dynamic space with endless possibilities to grow your career.We are a culture that wants to see you succeed, develop your customer expertise a... Show more