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.ResponsibilitiesEnsure effective communication between all parties (clients, advisors, and collaborators)Provide superior customer service in person, by phone, and by emailAnalyze client accounts to prepare for activities that support wealth advisors in their business developmentCarry out transactions related to investment accountsOpen and update client filesCoordinate advisors' agendas, schedule appointments, and prepare clients for meetingsEnsure adherence to compliance and risk‐management rulesYour teamNational 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 flexible leave when significant to you.PrerequisitesCollege diploma in a related fieldAt least one year of relevant experience in banking operations, customer service, or administrationGood knowledge of Microsoft Office suiteStrong organizational and prioritization skillsLanguage RequirementsAdditional required languages: EnglishBenefitsHealth and wellness program, including many optionsGroup insuranceGenerous pension planEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinic

📌 Associate (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg