Wealth Management Associate

7 days ago

Victoriaville, Canada National Bank of Canada Full time

**Primary Locations**:Victoriaville, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer service practices for Investment Advisors at National Bank Financial.

Your role:

- Ensure effective communication between all parties (clients, advisors, collaborators)
- Analyze client accounts to prepare for activities that support Investment Advisors in their business development
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts
- Open and update client files
- Closely monitor day-to-day transactions
- Manage advisors’ agendas, schedule appointments, and prepare for client meetings
- Ensure compliance and risk management rules are respected

In this position, you will help National Bank Financial to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. Reporting to the regional manager, you will work with an investment advisor at a single branch with a client-facing environment. Collaboration and partnership are the keys to success in making a difference every day with our clients.

Required skills:

- College diploma in a related field
- A minimum of one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills

Desired competencies:

- Autonomous, dynamic, and meticulous
- Bilingualism (French and English) is required depending on where the position is located, because you serve clients who speak a language other than French regularly

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
- Initiatives promoting community involvement
- 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.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
- Ready to live your ambitions?

  • Associate Wealth Advisor

    1 week ago

    Victoriaville, Canada National Bank of Canada Full time

    Join to apply for the Associate Wealth Advisor role at National Bank of Canada. A career as a Wealth Associate allows you to capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients through all their life events to help them achieve their financial goals and build long‑term, trust‑based...

  • Associate Wealth Advisor

    2 weeks ago

    Victoriaville, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.  Your job: Diligently and...

  • Associate Wealth Advisor

    24 hours ago

    victoriaville, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.  Your job: Diligently and...

  • Associate Wealth Advisor

    3 weeks ago

    Victoriaville, Canada National Bank Full time

    Attendance On-Site Job number 29400 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 07-Nov-2025 Area(s) of interest: Wealth management Location(s): Victoriaville A career as a Wealth Associate at National Bank is a job that where you can capitalize on...

  • Associate Wealth Advisor

    3 weeks ago

    Victoriaville, Canada Banque Nationale du Canada Full time

    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. Every day, you’ll work with these clients as well as an investment assistant or senior investment assistant. You’ll work...

  • Associate Wealth Advisor

    3 weeks ago

    Victoriaville, Canada Banque Nationale du Canada Full time

    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. Every day, you’ll work with these clients as well as an investment assistant or senior investment assistant. You’ll work...

  • Hybrid Remote Wealth Advisor: Build Lasting Relationships

    1 week ago

    Victoriaville, Canada National Bank of Canada Full time

    A major financial institution is seeking an Associate Wealth Advisor in Victoriaville. The role emphasizes strong client service, portfolio management, and collaboration with specialists to help clients achieve financial goals. Candidates must complete the Canadian Securities Course and demonstrate effective virtual communication skills. Benefits include a...

  • Wealth Management Advisor

    1 week ago

    Victoriaville, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • MANAGER, COMMERCIAL BANKING

    3 weeks ago

    Victoriaville, Canada National Bank of Canada Full time

    MANAGER, COMMERCIAL BANKING National Bank of Canada Location VictoriaVille Overview A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's...

  • manager, commercial banking

    5 days ago

    Victoriaville, Quebec, Canada National Bank of Canada Full time

    A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects.Your Job:Identify and develop business opportunities in your market,...