Wealth Tech & Operations Associate

National Bank of Canada; Winnipeg; Hybrid; CAD 42,000 - 70,000; 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 Financial – Wealth Management in Winnipeg is seeking an Associate to support wealth advisors, process client instructions, and maintain accurate information across internal systems. You will review financial transactions, prepare documentation, and help resolve issues with internal partners.

The role suits individuals with a technology, data, operations, or process-improvement background who are eager to learn and show strong judgment, accuracy, and accountability.

Qualifications

• Completed college and/or university diploma in related field such as business, finance, accounting, MIS, CS, operations, administration, or related field.
• Relevant experience in technology operations, data analysis, process coordination, financial services, banking operations, or similar.
• Completion of CSC and/or Conduct and Practices Handbook Course, or willingness to complete required industry courses.
• Strong Excel skills and comfort working with data from multiple sources.
• Excellent attention to detail and careful approach to high-risk tasks.
• Strong problem solving, clear communication, collaborative mindset.

Responsibilities

• Support wealth advisors in providing superior client service by helping ensure client requests, instructions, documents, and follow-up items are handled accurately and on time.
• Carry out deposit, withdrawal, transfer, currency conversion, and other account instructions for investment accounts, with careful review, tracking, and confirmation through to completion.
• Prepare, complete, and process account documentation and service requests using internal systems and workflow tools.
• Monitor submitted transactions, forms, and requests; identify items that are delayed, rejected, incomplete, or unclear; and work with internal partners to resolve them.
• Learn and navigate internal systems and processes, including documentation platforms, workflow tools, ticketing systems, reporting systems, and client record systems.
• Use Excel and other tools to organize information, combine and compare data from multiple sources, identify inconsistencies, and prepare preliminary data for financial planning and portfolio reporting.
• Run reports, retrieve statements and tax slips, package client documents securely, and support preparation of client meeting materials.
• Maintain accurate client information and operational data points, including contact information, beneficiary details, banking instructions, and other key records.
• Contribute to continuous improvement by identifying recurring process issues, improving checklists, and helping the team make better use of technology.

Job description

National Bank Financial – Wealth Management in Winnipeg is seeking an Associate to support wealth advisors, process client instructions, and maintain accurate information across internal systems. You will review financial transactions, prepare documentation, and help resolve issues with internal partners.

The role suits individuals with a technology, data, operations, or process-improvement background who are eager to learn and show strong judgment, accuracy, and accountability.