Associate

National Bank of Canada; Winnipeg; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Generous pension plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Winnipeg is seeking an Associate for their Wealth Management team. This role involves ensuring effective communication and providing exceptional customer service to clients and advisors. Candidates should have relevant experience in banking or customer service and a college diploma in a related field. The position offers a hybrid work model, enhancing work-life balance while providing various employee benefits, including health programs and a pension plan.

Qualifications

• Minimum of one year relevant experience in banking operations, customer service, or administration
• Good knowledge and usage of Microsoft Office suite

Responsibilities

• Ensure effective communication between clients, advisors, and collaborators
• Provide superior customer service in various modes
• Analyze client accounts to support wealth advisors
• Open and update client files
• Coordinate advisors' agendas and schedule appointments
• Ensure adherence to compliance and risk management rules

Skills

Customer service

Organizational skills

Prioritization skills

Knowledge of Microsoft Office

Education

College diploma in a related field

Job description

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.

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and collaborators)
• Provide superior customer service in person, by phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients for 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 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 important to you.

Prerequisites

• College diploma in a related field
• At least one year of relevant experience in banking operations, customer service, or administration
• Good knowledge of Microsoft Office suite
• Strong organizational and prioritization skills

Language Requirements

Additional required languages: English

Benefits

• Health and wellness program, including many options
• Group insurance
• Generous pension plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic