Associate

National Bank of Canada; Ottawa; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health & wellness program

Flexible group insurance

Pension plan

Employee share ownership

Community initiatives

Telemedicine

Virtual sleep clinic

Job summary

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in banking or customer service. The position supports work/life balance with a hybrid work model and offers a range of benefits including wellness programs and flexible insurance options.

Qualifications

• Minimum one year of relevant experience in banking operations, customer service, or administration.
• Strong organizational and prioritization skills.
• Proficient in Microsoft Office.

Responsibilities

• Communicate effectively among clients, advisors, and collaborators.
• Provide superior customer service in person, on the phone, and via email.
• Analyze client accounts to prepare support for wealth advisors.
• Execute transactions related to investment accounts.
• Open and update client files.
• Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
• Ensure adherence to compliance and risk‑management rules.

Skills

Customer service

Communication

Organizational skills

Proficiency in English

Education

College diploma in a related field

Tools

Microsoft Office

Job description

Associate – Wealth Management

National Bank of Canada invites you to apply for the Associate role in our Wealth Management team.

Overview

The Associate supports wealth advisors by delivering exceptional customer service and ensuring seamless communication across clients, advisors, and collaborators.

Responsibilities

• Communicate effectively among clients, advisors, and collaborators.
• Provide superior customer service in person, on the phone, and via email.
• Analyze client accounts to prepare support for wealth advisors.
• Execute transactions related to investment accounts.
• Open and update client files.
• Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
• Ensure adherence to compliance and risk‑management rules.

Prerequisites

• College diploma in a related field.
• Minimum one year of relevant experience in banking operations, customer service, or administration.
• Proficient in Microsoft Office.
• Strong organizational and prioritization skills.
• Proficiency in English.

Your Team

National Bank Financial – Wealth Management is Canada’s fifth largest investment brokerage firm, with around 1,000 advisors and 400,000 clients. You will report to the regional manager and partner closely with a wealth advisor.

Benefits & Work Environment

Hybrid work model (remote and office). Flexible scheduling and leave options support work/life balance.

Benefits include a health & wellness program, flexible group insurance, pension plan, employee share ownership, employee & family assistance, preferential banking services, community initiatives, telemedicine, and a virtual sleep clinic.

We’re putting people first

We offer a barrier‑free workplace and encourage accessibility. If you need accommodation, let us know during your first conversations.