Operations Agent and Associate (On-Site)

Attendance

On-Site

Job number

33077

Category

Support

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time 

Full Time / Part Time?

Full-Time

Posting date

12-May-2026

Area(s) of interest: Operations

Location(s): Surrey

Working as an Operations Agent & Associate at National Bank Financial, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

Your role: 

• Warmly welcome clients to the branch and direct them to the right resource
• Analyze client accounts to prepare for activities that support investment advisors in their business development
• Open and update client files
• Coordinate advisor agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules
• Provide top-quality customer service in person, on the phone, and via email
• Help coordinate events and conferences with internal/external partners
• Carry out various daily administrative activities (e.g., mail, distribute and file documents, order supplies)
• Keep the branch tidy and organized

Your team: 

National Bank Financial – Wealth Management, is the fifth largest 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. You will report to the Branch Administrator and work closely with a team of investment advisors

Prerequisites :

• Experience working in financial services, an asset
• Practical knowledge required of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills
• Critical thinking and strong problem-solving skillset

Languages:

English

Skills

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Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency

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!