Wealth Associate

Attendance

On-Site

Job number

32686

Category

Professional

Status: Temporary 12 months

Type of Contract

Temporary

Number of months

12 months

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

24-Apr-2026

Area(s) of interest: Wealth management

Location(s): Vancouver

Path/Expectations – 1-year Contract position (covering a 12-month maternity leave)

Our growth and success are the direct result of our teamwork, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Honesty and Integrity, Confidence and Pride.

At National Bank Financial you can Build Your Career with Confidence by:
Changing the Game: We have a vision and a strategy that will challenge the way business in this industry is done and help institutions be successful in meaningful ways.

Being Genuine & Proud: We are authentic. We say what we do, and we do what we say. As a part of our Team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference.

Joining an Unstoppable Team: We are a top producing Team at NBF and work with some of the largest global companies. To maintain and add such relationships, our Team looks out for each other and asks the best of each other to deliver our finest work.

Key Responsibilities
The successful candidate will be responsible for the following primary responsibilities:

· Responsible for learning and covering all client servicing needs, transactions, wires, interest calculations and account openings on all platforms and jurisdictions.
· Work closely with internal departments to ensure smooth operational efficiencies.
· Ability to communicate with Team members and manage numerous in high pressure situations and speak directly with clients to help solve problems.
· Be responsible for client maturities and their movement of funds.
· You may be required to work any Canadian Stat holiday and take a day in lieu.
· Oversee our compliance requirements and perform our monthly and quarterly checks and audits

CRM Usage :

Clear and detailed notes of logged activities

Proper usage and delegation of tasks

Properly update client profiles

The Following Qualifications are Required of the Successful Candidate

Show empowerment through solving problems and making decisions independently, while being accountable for the results.

Be client-centric by demonstrating that you are accessible, convenient and proactive by adhering to the team's expected behaviours and commitments.

Creative thinking with the ability to exercise sound judgment in responding to questions and making decisions.

Be a Team Player who works cooperatively within the team and other departments to meet our customers’ needs.

Additionally, you show strength and leadership in:

Strong relationship building and interpersonal skills

Ability to multi-task in a diverse and fast-paced organization

Strong written and verbal communication skills

Educational and Work experience Requirements include:

Post-secondary education in a relevant business discipline

Minimum 2 years work experience in the wealth management or banking industry

Be fully licensed as a Wealth Associate or be willing to complete the CIRO licensing requirements within 6 months of hiring

#INDGP

Languages:

English

Skills

Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative

Your benefits

In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options

* Group insurance

* Generous pension plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

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.

Making a bold move in a people-first environment

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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. 

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?