Wealth Management Associate: Client Service & Operations

National Bank of Canada; Richmond; On-site; CAD 52,000 - 76,000; 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 is seeking an Associate in Wealth Management to support wealth advisors and deliver exceptional client service. You will help clients stand out through accurate, timely assistance and collaborative teamwork.

Responsibilities include communicating with clients, advisors, and colleagues; reviewing and updating client files; and processing investment transactions while ensuring compliance and risk controls. Join a trusted firm with a client-first culture.

Qualifications

• At least one year of relevant experience in banking operations, customer service, or administration.
• Good knowledge of the Microsoft Office suite.
• Organizational and priority management skills.

Responsibilities

• Ensure effective communication between clients, advisors, and collaborators.
• Provide superior customer service in person, on the phone, and by email.
• Analyze client accounts to 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.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Detail-oriented

Digital literacy

Problem Solving

Teamwork

Education

College diploma in a related field

Tools

Microsoft Office

Job description

National Bank of Canada is seeking an Associate in Wealth Management to support wealth advisors and deliver exceptional client service. You will help clients stand out through accurate, timely assistance and collaborative teamwork.

Responsibilities include communicating with clients, advisors, and colleagues; reviewing and updating client files; and processing investment transactions while ensuring compliance and risk controls. Join a trusted firm with a client-first culture.