Attendance

On-Site

Job number

34595

Category

Support

Status: Permanent
Type of Contract

Permanent

Schedule: Full-Time
Full Time / Part Time?

Full-Time

Posting date

31-Jul-2026

Area(s) of interest: Wealth management

Location(s): Surrey

A career as an Associate in the Wealth Management team at National Bank Financial offers the opportunity to work in a collaborative, team-based environment. In this role, you will play a key part in creating an exceptional client experience by serving as a trusted point of contact for clients and supporting advisors in the delivery of personalized wealth management services. You will help build and strengthen client relationships by ensuring every interaction is handled with professionalism, care, and attention to detail.
This position combines client relationship management, executive support, and event coordination, making it ideal for someone who enjoys working directly with people and creating exceptional client experiences.
Your role c lient experience & relationship management
Serve as a trusted point of contact for clients, delivering a high level of personalized service and responsiveness
Build strong client relationships by understanding client preferences, important milestones, and ongoing service needs
Assist with follow-up activities from client meetings, ensuring timely execution
Support the production of monthly market outlook videos, including light editing
Help create memorable and meaningful client experiences that reinforce long-term relationships
Executive support
Manage advisors' calendars, including client meetings, internal reviews, and professional commitments
Coordinate meeting schedules, travel arrangements, and special events
Prepare meeting materials, agendas, summaries, and supporting documentation
Screen and prioritize incoming communications, ensuring advisors remain focused on high-value activities
Client events & relationship management
Organize and coordinate client appreciation events, educational seminars, and team-hosted gatherings
Manage invitations, event registrations, logistics, and post-event follow-up
Support business development initiatives by helping deliver exceptional event experiences for clients and prospects
Administrative operations




Track deliverables such as financial plans, client reviews, and other service commitments
Coordinate with internal departments including compliance, operations, and marketing to ensure timely completion of requests
Maintain accurate records, meeting notes, and workflow tracking to support a seamless client experience
Team collaboration & project support
Support special projects and business initiatives as directed by advisors
Maintain internal processes, checklists, and workflows to ensure consistent service delivery
Collaborate with team members to balance workload, support one another, and contribute to a positive team environment

The families we serve are at the centre of everything we do, and we are committed to delivering exceptional service through trust, meaningful relationships, and a highly personalized approach.
You will work closely with advisors and associates in a collaborative environment where teamwork, professionalism, and client care are highly valued. We foster a supportive culture where people enjoy working together, taking ownership, and creating exceptional experiences for the families we serve.

Qualifications & skills
3+ years of experience in a customer service, executive assistant, or hospitality
Financial industry experience not required
Exceptional organizational and time management skills
Strong verbal and written communication abilities
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfort learning new technology
Ability to manage multiple priorities while maintaining a high level of accuracy
Professional, polished, and client-focused approach
Ability to handle confidential information with discretion and professionalism
Self-starter who takes initiative and works well independently
What success looks like
· You are passionate about delivering exceptional client service and building lasting relationships.



You are highly organized, detail-oriented, and take pride in your work. You thrive in a rapid-paced environment, balancing multiple priorities, projects, and event logistics while maintaining a high standard of professionalism and care
Languages:
English

Skills
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Communication
Critical Thinking
Information Analysis
Multitasking
Organization Skills
Problem Solving
Stress Management
Teamwork
Wealth Management
Cybersecurity
Accountability
Client-focused
Detail-oriented
Digital literacy
Initiative

Your perks
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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