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Posted 8 days ago

Branch Administrator / Operations Agent

@ NATIONAL BANK OF CANADA

Ancaster, Ontario

Full-time3+ years experience
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SIGNALS

Overview

National Bank Financial is hiring a full-time Branch Administrator and Operations Agent for its Wealth Management branch network. The role keeps the branch running by handling administrative tasks, branch operations, client files, meetings and IT issues for staff, and monitoring branch budgets. The posting requires a college diploma in administrative or office technology, three years in the brokerage industry, and hybrid work is offered.

Responsibilities:

  • Manage mail, filing and supply orders for the branch
  • Keep client files up to date
  • Coordinate meetings with clients and partners
  • Monitor branch budgets and promote good business practices
  • Act as contact for operational, relational and IT issues

Requirements summary:

  • College diploma in administrative or office technology
  • 3 years of brokerage industry experience (sales or operations)
  • Very good knowledge of Word, Excel and Outlook
  • Organizational and priority management skills
  • Canadian Securities Course an asset
Source and dates

Source type not verified · apify-linkedin

Employer posting date
2026-11-05
First seen by our source
2026-11-14
Source record updated
2026-11-14

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentAdministrative
Experience3+ years
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionSitting and standing
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsCanadian Securities Course
EducationCollege diploma (required)
Fields of studyadministrative technology, office technology
Perks mentionedFlexible hours, Retirement plan, Stock or equity, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

NATIONAL BANK OF CANADA

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies. Together we can achieve great things and create a positive impact. Want to learn more about us? For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.

LinkedIn followers
293,456
People associated on LinkedIn
18,893
Reported office locations
  • 800 Rue Saint-Jacques, Montreal, Quebec H3C 1A3, CA
Business categories
  • Wealth Management
  • Finance
  • Digital Marketing
  • Banking
  • Fraud Detection
  • Personal Finance
  • Insurance
  • FinTech
  • Financial Services
  • Customer Service
Other recorded names
  • National Bank of Canada
  • NATIONAL
Specialties
  • Bancaire
  • Investissement
  • Courtage
  • Assurance
  • Technologie de l'information
  • Données
  • Conformité
  • Entreprise
  • Hypothèque
  • Service client
  • Trésorerie
  • Gestion privée
  • Retraite
  • Banking
  • Finance
  • Trading
  • Mastercard
  • Investment
  • Insurance
  • Trust
  • Information technology
  • Client data
  • Compliance
  • Commercial banking
  • Mortgage
  • Retirement
  • Private banking
  • Customer service
  • and Treasury
Profile identifies a recruitment agency
No
Reported total investment
0

Currency and observation date were not supplied; this is not a current valuation or a funding round.

At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and…

FieldValue
IndustryBanking
Company size10,001+ employees
HeadquartersMontreal, Quebec
Organization typePublic Company
SpecialtiesBancaireInvestissementCourtageAssuranceTechnologie de l'informationDonnéesConformitéEntrepriseHypothèqueService client
Open jobs on Jobsy499
LinkedInView page
Job description

A career as a Branch Administrator and Operations Agent at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you’ll ensure that the branch runs smoothly by efficiently managing administrative tasks, operational activities and any other special projects to be coordinated within the team.


Your job:



  • Act as a contact person in resolving operational, relational and IT issues for all branch staff

  • Perform a variety of day-to-day administrative tasks (e.g., managing mail, filing, ordering supplies)

  • Closely monitor budgets related to the branch’s operating activities and promote good business practices

  • Ensure that the branch’s administrative procedures and policies are followed

  • Keep client files up to date

  • Take phone calls, welcome clients and direct them to the appropriate employee

  • Organize, coordinate and manage meetings with clients and partners

  • Make sure that the premises and a quality work environment are maintained


Your team:


National Bank Financial – Wealth Management is the fifth largest investment dealer 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 Regional Manager and work closely with a team of investment advisors.


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:



  • College diploma in administrative technology or office technology and 3 years of experience in the brokerage industry (sales or operations)

  • Completion of the Conduct and Practices Handbook Course and the Canadian Securities Course, an asset

  • Organizational and priority management skills

  • Very good knowledge of Word, Excel and Outlook

  • Ability to adapt to change and work under pressure


Languages: English
Required skills: Accountability, Change Management, Client-focused, Communication, Conflict Resolution, Critical Thinking, Decision Making, Detail-oriented, Digital literacy, Emotional Intelligence, Initiative, Learning Agility, Multitasking, Organization Skills, Recruiting, Resiliency, Standards Compliance, Stress Management, Teamwork

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!

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