Talent.com
National Bank of Canada
Wealth AssociateNational Bank of Canada • Mississauga, Peel Region, CA
Wealth Associate

Wealth Associate

National Bank of Canada • Mississauga, Peel Region, CA
30+ days ago
Job type
  • Full-time
Job description

Job Overview

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 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.

Key Responsibilities

  • 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
  • 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.

Work Flexibility

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, schedule arrangements to help you achieve work/life balance, and flexible leave when it is 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

Your Benefits

  • 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

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!

Additional Languages

English

#J-18808-Ljbffr
Create a job alert for this search

Wealth Associate • Mississauga, Peel Region, CA

Similar jobs

Associate for Development Projects at Related Group

Related GroupBurlington, Halton Region, CA
Full-time

Advance your career with Related Group as a Development Associate focused on project feasibility analysis and market research.This role demands a blend of technical expertise and organizational ski... Show more

 • Promoted

Dynamic Associate Financial Advisor Position

Royal City RecruitmentKing, Ontario, Canada
Full-time

Join the agency as an Associate Financial Advisor, where you will drive client engagement and sales in life, group, and wealth management products.This in-office position emphasizes proactive outre... Show more

 • Promoted

Private Client Tax Associate – Wealth & Estate Planning

ROSSMississauga, Peel Region, CA
Full-time

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team.The role involves consulting on taxation, delivering integrated solut... Show more

 • Promoted

Sustainable Finance Research Associate — Remote

Canadian Climate Institute / Institut climatique du CanadaMississauga, Peel Region, CA
Remote
Full-time

A leading environmental organization is seeking a Research Associate to develop Canada's sustainable finance taxonomy.The role involves supporting technical development, maintaining sector expertis... Show more

 • Promoted

Associate Role in Wealth Management

Richardson WealthBurlington, Halton Region, CA
Full-time

Enhance your professional journey with Richardson Wealth as an Associate in Burlington.This position emphasizes client service excellence and robust support for Investment Advisors.As part of Richa... Show more

 • Promoted

Remote Investment Advisor for AI-Driven Wealth Planning

MercorMississauga, Peel Region, CA
Remote
Part-time

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more

 • Promoted

Senior Associate, Fund Accounting

SS&C TechnologiesMississauga, Peel region, Canada
Full-time +1

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se... Show more

 • Promoted

Remote Referral Partnerships Lead

Micro1Vaughan, Ontario, CA
CA$30.00 hourly
Remote
Full-time

AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCMississauga, Peel Region, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Wealth Associate (On-Site)

National BankMississauga, 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 more

 • Promoted

Wealth Associate

Banque Nationale du CanadaMississauga
Full-time

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 more

 • Promoted

Wealth Management Client Services Associate

CI Assante Wealth ManagementOakville
Full-time

Elevate client interaction at a boutique wealth management firm in Oakville as a Client Services Associate.This full-time role is integral to maintaining strong client relationships and supporting ... Show more

 • Promoted

Financial Planning Associate

The Vantage Talent GroupOakville, Ontario, Canada
Full-time

Our client, a growing independent wealth management and insurance firm in Oakville, is seeking a.This role is focused on supporting advisors and clients throughout the financial planning and insura... Show more

 • Promoted

Associate, Investments

Adi Development Groupburlington, halton region, Canada
Full-time

ADI Development Group is a vertically integrated Canadian real estate developer and investment manager based in the Greater Toronto Area.With an established track record across Canadian markets, AD... Show more

 • Promoted

Wealth Management Client Services Pro

Watson InvestmentsOakville, Ontario, Canada
Full-time

A leading wealth management firm in Oakville is seeking an experienced Operations Specialist to manage client transactions, coordinate documentation, and support a collaborative team.The ideal cand... Show more

 • Promoted

Associate, Investments & Finance

J EllisDon Corporationmississauga, peel region, Canada
Full-time

Build, maintain, and enhance financial models for real estate development opportunities across multiple asset classes, with a primary focus on residential (purpose‑built rental and condominium) tra... Show more

 • Promoted

Remote Wealth Advisor & Financial Planner

Fidelity CanadaMississauga, Peel Region, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more

 • Promoted

Regional Sales Associate, Investments and Insurance

Empire LifeMississauga, Peel Region, CA
Permanent +1

Regional Sales Associate, Investments and Insurance.Remote in Canada (Western Hours).The total target compensation (TTC) range, including salary and target bonus, is $81,000 - $114,750.This TTC ran... Show more