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Publié il y a 17 jours

Associate

@ NATIONAL BANK OF CANADA

Toutes ses offres Site Web

Medicine Hat, Alberta

Temps plein1+ ans d’expérience
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SIGNAUX

En bref

National Bank of Canada is hiring a full-time Associate for its Wealth Management team, working alongside a wealth advisor to deliver client service. The work covers client communication, account transactions and file updates, advisor scheduling, and compliance. The posting offers a hybrid work model and flexible benefits.

Responsabilités :

  • Communicate between clients, advisors, and collaborators
  • Provide customer service in person, by phone, and by email
  • Analyze client accounts to support advisors
  • Process investment account transactions
  • Open and update client files

Résumé des exigences :

  • College diploma in a related field
  • At least one year of relevant experience
  • Good knowledge of Microsoft Office
  • Organizational and priority management skills

Outils et compétences

Microsoft Office

Avantages mentionnés

Régime de retraiteProgramme d’aideMieux-êtreOptions d’achat
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-10-28
Première détection par notre source
2026-11-15
Mise à jour du dossier source
2026-11-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineFinance et comptabilité
Expérience1 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
FormationCollégial (DEC) (exigé)
Avantages mentionnésHoraire flexible, Régime de retraite, Actions ou participation, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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NATIONAL BANK OF CANADA

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies. Together we can achieve great things and create a positive impact. Want to learn more about us? For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.

Abonnés LinkedIn
293 456
Personnes associées sur LinkedIn
18 893
Bureaux déclarés
  • 800 Rue Saint-Jacques, Montreal, Quebec H3C 1A3, CA
Catégories d’activité
  • Wealth Management
  • Finance
  • Digital Marketing
  • Banking
  • Fraud Detection
  • Personal Finance
  • Insurance
  • FinTech
  • Financial Services
  • Customer Service
Autres noms enregistrés
  • National Bank of Canada
  • NATIONAL
Spécialités
  • Bancaire
  • Investissement
  • Courtage
  • Assurance
  • Technologie de l'information
  • Données
  • Conformité
  • Entreprise
  • Hypothèque
  • Service client
  • Trésorerie
  • Gestion privée
  • Retraite
  • Banking
  • Finance
  • Trading
  • Mastercard
  • Investment
  • Insurance
  • Trust
  • Information technology
  • Client data
  • Compliance
  • Commercial banking
  • Mortgage
  • Retirement
  • Private banking
  • Customer service
  • and Treasury
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Toutes ses offres Site Web

At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and…

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialMontreal, Quebec
Type d’organisationPublic Company
SpécialitésBancaireInvestissementCourtageAssuranceTechnologie de l'informationDonnéesConformitéEntrepriseHypothèqueService client
Offres sur Jobsy549
LinkedInVoir la page
Description

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 a high-performing wealth advisory team 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
Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

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!

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