Skip to main content
Post your resume and find your next job on Indeed!

Financial Assistance jobs in Richmond Hill, ON

Sort by: -
  • View similar jobs with this employer
    • Employee and family assistance program.
    • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary…
    • View all National Bank of Canada jobs - Richmond Hill jobs - Associate jobs in Richmond Hill, ON
    • Salary Search: Wealth Associate salaries in Richmond Hill, ON
    • See popular questions & answers about National Bank of Canada
    • 2-5 years of progressive financial experience.
    • Provide ad hoc & self-driven financial analysis as needed to improve business.
    • Low or no-cost fitness membership.
    • This is a unique opportunity for a proven automotive F&I professional who thrives on building value, overcoming objections, and closing sales while delivering a…
    • We offer monthly team-based bonus programs, health club benefits, top-rated sales training and we will assist with licensing costs for the right candidate.
    • A total rewards program that takes care of your financial, physical, and mental health.
    • Financial assistance is available for approved work-related training/…
    • Preparation of financial statements and notes.
    • The Senior Accountant Accounting & Assurance supports our client's assurance team by preparing financial…
    • Provides marketing assistance to the advisor by:*.
    • The Licensed Assistant’s primary focus is to assist the advisor in the day-to-day trading and the…
    • Provide guidance and support to operational teams and financial planning regarding financial reporting and technical accounting matters.
    • Solid knowledge of MS Office (especially Word/Excel) and other financial programs.
    • With a diverse suite of products—residential and commercial mortgages,…
    • RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers…
    • Manage project budgets, forecast costs, and ensure financial performance remains aligned with approved targets.
    • RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers…
    • Experience managing complex client relationships and negotiating corporate-commercial credit terms, mitigation and financial covenants.
    • Assist with preparation of tax provision calculations and related financial statement disclosures in accordance with IFRS.
    • Support the accounting and financial reporting activities for a portfolio of investment and corporate entities including maintaining investment continuities,…
Get email updates for the latest Financial Assistance jobs in Richmond Hill, ON

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Career Resources:

Job Post Details

National Bank of Canada logo
Wealth Associate
National Bank of Canada
·
3.9
Richmond Hill, ON
Full-time
Apply on company site

Job details

Pay information not provided
Employee assistance program, Wellness program
Full-time
Richmond Hill, ON

Full job description

Attendance
On-Site
Job number
35431
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
10-Sep-2026
Area(s) of interest: Wealth management
Location(s): Richmond Hill

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 wealth 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
  • Effective communication among clients, advisors, and internal or external collaborators
  • Excellent customer services in person, on the phone, and by email
  • Ensure adherence to compliance and risk management rules
  • This is a full-time, onsite position based at the office

Your team:

National Bank Financial - Wealth Management is the fifth largest investment 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 a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

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
  • Completion of CIRE: Canadian Investment Regulatory Exam
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills
  • Strong organizational skills with the ability to manage multiple priorities effectively
  • Knowledge of financial planning
  • Knowledge of insurance

#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, upon hiring 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
  • 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


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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are 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!

Why work at National Bank?

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?

Discover our culture

Duration: 1 min 25 sec
Let Employers Find YouUpload Your Resume