A career as an Associate in the Wealth Management team at National Bank offers you the opportunity to demonstrate your ability to work synergistically with clients and colleagues. In this role, you will help wealth advisors stand out by providing exceptional customer service that positively impacts our clients over the long term.

Responsibilities
Ensure effective communication between all parties (clients, advisors, and collaborators)
Provide superior customer service in person, by phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Carry out transactions related to investment accounts
Open and update client files
Coordinate advisors’ agendas, schedule appointments, and prepare clients for 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 employ close to 1,000 investment advisors who manage the assets of more than 400,000 clients across roughly 100 branches. Reporting to the regional manager,



you will work with a wealth advisor to provide an exceptional client experience. Collaboration and partnership will be key to your success.

We prioritize your quality of life by offering maximum flexibility: a hybrid (remote and office) work model, work‑schedule arrangements for work‑life balance, and versatile leave when important to you.

Prerequisites
College diploma in a related field
At least one year of relevant experience in banking operations, customer service, or administration
Positive knowledge of Microsoft Office suite
Strong organizational and prioritization skills

Language Requirements

Additional required languages: English

Advantages
Health and wellness program, including many options
Group insurance
Generous pension plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
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📌 Associate Winnipeg
🏢 National Bank of Canada
📍 Winnipeg