Wealth Associate
5 days ago
Join to apply for the Wealth Associate role at National Bank of CanadaA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.ResponsibilitiesSupport investment advisors in providing superior customer service and be available to meet client requestsCarry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-upAnalyze, open, and update client filesProduce portfolio management reportsCarry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetingsEnsure adherence to compliance and risk management rulesTeamNational Bank Financial – Wealth Management is the fifth largest mutual funds 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 an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.PrerequisitesCompleted college and/or university diploma in a related fieldTwo years of relevant experience in the banking (“back office”), insurance, and/or financial industryCompletion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook CourseExcellent knowledge of the Microsoft Office suiteExcellent customer service skillsOrganizational and priority management skillsAutonomous, dynamic, and meticulous5 Years Industry ExperienceBenefitsHealth and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicAdditional required languages: EnglishSeniority levelEntry levelEmployment typeFull-timeJob functionFinance and SalesIndustriesBankingReferrals increase your chances of interviewing at National Bank of Canada by 2x #J-18808-Ljbffr
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Wealth Management Administrative Specialist
3 weeks ago
Barrie, Canada Scotia Wealth Management Full timeA leading financial services company is seeking an Administrative Associate in Barrie, Ontario. This role involves managing client administration and supporting Wealth Advisors in providing exceptional client service and executing transactions. Ideal candidates will have experience in the securities industry, excellent communication skills, and CIRO approval...
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PIC Wealth Associate
7 days ago
Barrie, Ontario, Canada Scotiabank Full timeRequisition ID: 242297Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Associate role has been created as a means to develop client- focused talent in Private Investment Counsel. Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and...
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Wealth Associate
7 days ago
Barrie, Canada National Bank Full timeAttendance On-Site Job number 30207 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Dec-2025 Area(s) of interest: Operations Location(s): Barrie A career as a Wealth Associate at National
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Wealth Associate
3 days ago
Barrie, Canada National Bank Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...
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Wealth Associate
6 days ago
Barrie, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. - Support investment advisors in providing superior...
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Wealth Associate
7 days ago
Barrie, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Support investment advisors in providing superior...
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Wealth Client Services Associate
5 days ago
Barrie, Canada National Bank of Canada Full timeA major financial institution in Canada is seeking a Wealth Associate to support investment advisors and ensure exceptional customer service. Responsibilities include managing client files, supporting financial transactions, and producing reports. Ideal candidates will hold a relevant diploma and have two years of industry experience, along with strong...
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ScotiaMcLeod Administrative Associate
3 weeks ago
Barrie, Canada Scotia Wealth Management Full timeRequisition ID: 240621 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Wealth associate
6 days ago
Barrie, Canada National Bank Full timeStatus: PermanentSchedule: Full-TimeArea(s) of interest: OperationsLocation(s): BarrieA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive,...
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Wealth Associate
6 days ago
Barrie, Canada National Bank Full timeAttendance On-Site Job number 30207 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Dec-2025 Area(s) of interest: Operations Location(s): Barrie A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in...
