Wealth Associate

National Bank of Canada; Winnipeg; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada in Winnipeg is seeking a Wealth Associate to support a team of Wealth Advisors. You will ensure client instructions, account documents, transactions, and service requests are completed accurately and communicated clearly.

You will thrive in a structured environment, value collaboration, and help integrate new technology and processes while upholding compliance and risk management. The role offers growth within Wealth Management and a close-knit advisory team.

Qualifications

• Diploma in a related field completed.
• Two years of relevant banking operations, wealth management, or client service experience.
• CSC and/or Conduct and Practices Handbook Course, or willingness to complete.
• Strong knowledge of Microsoft Office, especially Excel.
• Excellent organizational skills with ability to manage priorities and deadlines.
• Attention to detail for transaction instructions and client data.
• Clear, polite communication with clients and internal partners.

Responsibilities

• Support wealth advisors with superior client service and respond to requests promptly.
• Process deposits, withdrawals, transfers, currency conversions, and other instructions for investment accounts.
• Prepare and process client account documents and service requests.
• Track instructions through to completion, escalate when needed.
• Help integrate new technology and processes into the business.
• Identify recurring issues and help improve procedures and checklists.
• Produce portfolio reports, statements, tax slips and client documents.
• Ensure compliance and risk management in handling client information and transactions.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College/University diploma in related field

Tools

Microsoft Office

Excel

Job description

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 new technology and navigating multiple systems and processes. The successful candidate will be an important part of a close-knit advisory team that values collaboration, accountability, embracing new technology, and doing things properly.

• 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.

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.

Prerequisites:

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in banking operations, wealth management, insurance, financial services, client service, administration, or another role requiring careful follow-through and attention to detail.
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course, or willingness to complete required industry courses if applicable to the role.
• Excellent knowledge of Microsoft Office, especially Excel.
• Strong organizational skills and ability to manage priorities, deadlines, and multiple active tasks.
• Strong attention to detail, especially for transaction instructions, forms, data points, and client information.
• Ability to communicate clearly, politely, and accurately with clients, advisors, and internal partners.
• Comfort learning internal systems and processes, including documentation, ticketing, workflow, and reporting tools.
• A collaborative mindset and willingness to work with a team.

Languages: English

Required skills:

• Accountability
• Client-focused
• Communication
• Critical Thinking
• Cybersecurity
• Detail-oriented
• Digital literacy
• Information Analysis
• Initiative
• Learning Agility
• Multitasking
• Organization Skills
• Problem Solving
• Resiliency
• Solution implementation
• Standards Compliance
• Stress Management
• Teamwork
• Wealth Management

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!