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Attendance

On-Site

Job number

31610

Category

Professional

Status: Permanent
Type of Contract

Permanent

Schedule: Full-Time
Full Time / Part Time?

Full-Time

Posting date

10-Mar-2026

Area(s) of interest: Wealth management

Location(s): West Vancouver

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 investment 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 mutual funds 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 an investment 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
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Communication
Diversity & Inclusion
Driving Results
Emotional Intelligence
Multitasking
Teamwork
Accountability
Client-focused
Detail-oriented
Empathy
Initiative
Learning Agility
Perseverance
Resiliency
Humility

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 agile 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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