Attendance

On-Site

Job number

36160

Category

Support

Status: Temporary 12 months

Type of Contract

Temporary

Number of months

12 months

Schedule: Part-Time 24 hours

Full Time / Part Time?

Part-Time

Number of Hours

24

Posting date

14-Oct-2026

Area(s) of interest: Wealth management

Location(s): Victoria

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 wealth advisors 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 versatile leave that you can take when it's important to you.

Prerequisites:

- College diploma in a related field

📌 Associate (On-Site) (Victoria)
🏢 National Bank
📍 Victoria