Attendance

On-Site

Job number

33424

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

28-May-2026

Area(s) of interest: Wealth management

Location(s): Winnipeg

A career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are completed accurately, followed through to completion, and communicated clearly.

This position is well suited to someone who enjoys working in a structured, professional environment, takes pride in accuracy, and is comfortable learning recent technology and navigating multiple systems and processes. The successful candidate will be an significant part of a close-knit advisory team that values collaboration, accountability, embracing new technology, and doing things properly.

Your job:





- Support wealth advisors in providing superior client service and be available to respond to client requests in a timely and professional manner.
- Carry out deposit, withdrawal, transfer, currency conversion, and other account instructions for investment accounts, ensuring careful review, diligent follow-up, and clear confirmation once complete.
- Prepare, complete, and process client account documentation, including account opening, account updates, service requests, forms, and supporting documents.
- Monitor submitted instructions and documentation through to completion, including identifying rejected or delayed items, following up with internal partners, and escalating when appropriate.
- Help to integrate new technology and processes into the existing business.
- Contribute to continuous improvement by identifying recurring operational issues and helping the team improve procedures, checklists, and follow-up practices.
- Produce and prepare portfolio reports, statements, tax slips, and other client documents as required.
- Ensure adherence to compliance and risk management rules, including appropriate handling of client information, documentation, approvals, and transaction instructions.

📌 Wealth Associate (Winnipeg)
🏢 National Bank
📍 Winnipeg