Wealth Associate

3 weeks ago

Vancouver, Canada National Bank of Canada Full time

A 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 superior customer service and be available to meet client requests
- Carry 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-up
- Analyze, open, and update client files
- Produce portfolio management reports
- Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
- Ensure adherence to compliance and risk management rules

**Your team**:
National 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.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

**Prerequisites**:

- Completed college and/or university diploma in a related field
- Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- Options Licensed is preferred
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
- Fluent in spoken and written Chinese

INDGP

**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.
- 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
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

**We're putting people first**

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

Come live your ambitions with us

  • Wealth Planning Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Planning Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

  • Wealth Management Associate

    3 months ago

    Vancouver, Canada Wellington-Altus Private Wealth Inc. Full time

    **Wealth Management Associate** **Location**:This in-office position will be based out of our Vancouver office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

  • Administrative Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Administrative Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Administrative Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Administrative Associate

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    Nicola Wealth Description We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...

  • Compliance Officer for Wealth Management

    3 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    At ZLC WEALTH INC., we are seeking a highly skilled Compliance Officer to join our team. This role will report to the President and support all aspects of the Compliance Division.Key Responsibilities:Regulatory Compliance: Review and maintain compliance regulations, update policies and procedure manuals, and investigate client concerns.New Account...

  • Wealth Associate, Private Investment Counsel

    6 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 183714 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: 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 by working closely with Market Leads,...

  • Compliance Associate, Temporary

    6 months ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Compliance Associate to join our Compliance team for a 6 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia St, Vancouver, BC. Reporting to the Director, Regulatory Dev, Policy & Investigations the Compliance...

  • Wealth Management Associate

    2 months ago

    Vancouver, British Columbia, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.Key...

  • Sales Associate

    6 months ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Sales Associate to join our NEI Sales team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St,...

  • Compliance Director

    1 week ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...

  • Insurance Planning Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds, and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one...

  • Client Services Associate, Estate Administrator

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Wealth Management Associate

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Are you looking for a challenging and rewarding career in wealth management? We have an exciting opportunity for an Associate to join our team in Vancouver. As an Associate, you will play a key role in providing administrative support to our advisory teams, helping to deepen relationships with existing clients and drive business growth.As a member of our...

  • Wealth Associate

    2 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Role OverviewRoyal Bank of Canada is seeking a highly skilled Wealth Associate to execute a high-performing Advisory Teams Wealth Management Strategy. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast-paced team environment.

  • Was (Wealth Advisory Services) Associate

    6 months ago

    Vancouver, Canada TD Bank Full time

    **WAS (Wealth Advisory Services) Associate**: - 425339BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

  • Wealth Management Associate Program

    4 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 202629 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program - June 2025** **Private Banking Associate** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome)...

  • Wealth Management Associate

    4 weeks ago

    West Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential in Wealth ManagementWe are seeking a highly skilled and dedicated individual to join our team as a Associate Wealth ManagerAbout the RoleIn this exciting opportunity, you will provide exceptional client service and support to a successful advisory team at RBC Dominion Securities Inc.You will be responsible for delivering high-quality...