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

Trade Support Associate

Dixon Mitchell Investment CounselVancouver, Metro Vancouver Regional District, CA
Full-time +2

Department: Trade Desk and Back Office Operations Team.Dixon Mitchell Investment Counsel Inc.Established in 2000, Dixon Mitchell now manages nearly $7bn on behalf of Canadian families, pensions, fo... Show more

 • Promoted

Sales Associate

The Chefs' WarehouseRichmond, Metro Vancouver Regional District, CA
Full-time

With a network of over 600 consultive sales associates and partnerships with more than 4,000 artisan producers, we provide convenience and superior quality to premium restaurants.As a Sales Associa... 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 Brand Partnerships

FeverVancouver, Metro Vancouver Regional District, CA
Full-time

We’re excited you are checking out this job offer.How do we achieve our mission? Fever has developed a proprietary technology that inspires a global community of over 125M people through personaliz... Show more

 • Promoted

Associate Role in Research & Delivery for Compliance Insights

ExigerVancouver
Full-time

Launch your career as an Associate in Research & Delivery, specializing in compliance insights and risk evaluations.Enjoy a hybrid work setup while utilizing advanced tools for data analysis and re... 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

Associate – Operations

BeedieVancouver, Metro Vancouver Regional District, CA
Full-time

Beedie Capital is a multi-strategy direct investment platform that manages the alternative investments and assets for Beedie, one of the most established private enterprises in Western Canada.We co... Show more

 • Promoted

Accounting and Transaction Advisory, Senior Associate

PwC South AfricaVancouver, Metro Vancouver Regional District, CA
Full-time

The Capital Markets Accounting Advisory Services (CMAAS) team at PwC is looking for a Senior Associate to support clients through complex financial reporting issues around transactions and other tr... Show more

 • Promoted

Associate Manager

brobstongroup.com - JobboardRichmond, Metro Vancouver Regional District, CA
Full-time

As the Associate Manager, you support the General Manager in the creation of strategic plans, managing the execution of plans to ensure a profitable business.Associate Managers are key decision mak... Show more

 • Promoted

Private Equity Associate / Senior Associate

Caloah Private EquityVancouver, Metro Vancouver Regional District, Canada
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

Senior Associate

HMW Recruiters Inc.Vancouver, Metro Vancouver Regional District, Canada
Full-time

Fast‑growing company is looking for a Senior Accounting Consultant to support clients in the oil‑and‑mines, mining, and entertainment sectors.Provide outsourced accounting and advisory services for... Show more

 • Promoted

Associate

Yaletown Law CorporationVancouver, Metro Vancouver Regional District, Canada
Full-time

Corporate/Estate/Commercial/Real Estate Solicitor.Big Law" grind for a seat at the table in the heart of Yaletown.Associate to manage a sophisticated practice that spans the business and personal l... Show more

 • Promoted

Accounting and Transaction Advisory, Senior Associate

PwC CanadaVancouver, Metro Vancouver Regional District, Canada
Full-time

The Capital Markets Accounting Advisory Services team (“CMAAS”) at PwC is a team committed to supporting clients through moments of exceptional change by providing accounting advisory services.Thes... Show more

 • Promoted

Remote Tax Associate - Growth & Client Impact

Eminence Talent GroupVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A financial services firm based in Montreal is seeking a detail-oriented Tax Associate to prepare and review tax returns, conduct tax research, and ensure compliance.The ideal candidate has at leas... Show more

 • Promoted

Entrancing Sales Associate in Women’s Fashion with Styling Expertise

Laura CanadaDelta, Metro Vancouver Regional District, CA
Full-time

Join a vibrant retail team as a Sales Associate specializing in women's fashion.Craft personalized wardrobes, deliver exceptional service, and thrive in a dynamic environment.In this role, you will... Show more

 • Promoted

Associate Director, Professional Conduct

RegulatoryJobs Executive RecruitmentVancouver, British Columbia, Canada
Full-time

Worldwide Opportunities in Regulation and Consumer Protection.Opportunity Type Select Opportunity Type Location Select Location Region Select Region Associate Director, Professional Conduct.Charter... Show more

 • Promoted

Associate, Tax & Client Reporting - 6 Month Contract

Raymond James Ltd.Vancouver
Full-time +1

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Canada’s leading independent investment dealers offering high quality investment products and services t... Show more

 • Promoted

Wealth Associate

Fidelity CanadaVancouver, Metro Vancouver Regional District, CA
Full-time

You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.Current work authorization for Canada is required for all openings.Please note occasional travel ma... Show more

 • Promoted

Founder Support Associate

Resilient Management US Inc.Vancouver
Full-time

Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding.Run by a highly entrepren... Show more