Associate

2 weeks ago

Edmonton, Alberta, Canada NBC Full time
Area of Interest: Wealth management

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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:

  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 wealth 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.

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 a related field
  • At least 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

#INDGP

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
  • Opportunities to get involved in community initiatives
  • 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

  • Associate

    2 weeks ago

    Edmonton, Alberta, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer EdmontonDLA Piper (Canada) LLP is newly looking for a talented mid to senior level associate with 3 7 years' ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate restructurings....

  • Associate

    2 weeks ago

    Edmonton, Alberta, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer Edmonton DLA Piper (Canada) LLP is newly looking for a talented mid to senior level associate with 3 7 years' ?experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acq

  • Sales Associate

    4 weeks ago

    Edmonton, Alberta, Canada Fine Sight Solutions Full time

    We are one of the leading providers in Sales, Customer Service, and Business Development for top-tier nationwide clients. We are in search of an entry-level Sales Associate that has an exuberant personality and a passion for working with others Our entry-level Sales Associates place a huge emphasis on the attention to detail with each customer account, and...

  • Seasonal Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty.What you'll do...1. Greets all customers in a polite and friendly manner.2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.3. Resolves...

  • Seasonal Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty.What you'll do...1. Greets all customers in a polite and friendly manner.2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.3. Resolves...

  • Associate

    2 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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, lon

  • Grocery Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...Working as a Grocery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Grocery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the grocery area, and assists with stocking and the sale of goods. If you are looking for an...

  • Consumables Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the salesfloor. This Associate will function as part of a team to stock and...

  • Bakery Associate

    1 week ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...Working as a Bakery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Bakery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the bakery area, and assists with stocking and the sale of goods. If you are looking for an exciting...

  • Associate Dentist

    2 weeks ago

    Edmonton, Alberta, Canada North Edge Dental Full time

    North Edge Dental is a leading dental practice in Edmonton, Alberta dedicated to providing top-quality dental care and promoting good oral health as the foundation of overall well-being. Our commitment to excellence, compassionate patient care, and a supportive work environment make us a preferred destination for both patients and dental professionals.Are...

  • Promotions Associate

    4 weeks ago

    Edmonton, Alberta, Canada Fine Sight Solutions Full time

    We are the leader in marketing and promotional consulting services. Our expert team of Marketing and Entry Level Promotions Associates are helping transform our clients' business into leaders of their market. We are seeking an entrepreneurial mindset with strong relationship-building and customer-facing skills to join our team as an Entry Level Promotions...

  • Promotions Associate

    4 weeks ago

    Edmonton, Alberta, Canada Fine Sight Solutions Full time

    We are the leader in marketing and promotional consulting services. Our expert team of Marketing and Entry Level Promotions Associates are helping transform our clients' business into leaders of their market. We are seeking an entrepreneurial mindset with strong relationship-building and customer-facing skills to join our team as an Entry Level Promotions...

  • Sales Associate

    4 weeks ago

    Edmonton, Alberta, Canada Calvin Klein Full time

    Design Your Future at PVHSales Associate - Part-Time - CALVIN KLEINJob Description TITLE: Sales Associate REPORTS TO: Store Manager JOB CLASSIFICATION: Hourly Non-Exempt POSITION SUMMARY Sales Associates are brand ambassadors responsible for creating an emotional connection between our customers and the brand. They consistently exceed expectations, provide...

  • Consumables Associate

    2 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary :Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the salesfloor. This Associate will function as part of a team to stock and...

  • Promotions Associate

    2 weeks ago

    Edmonton, Alberta, Canada Fine Sight Solutions Full time

    We are the leader in marketing and promotional consulting services. Our expert team of Marketing and Entry Level Promotions Associates are helping transform our clients' business into leaders of their market. We are seeking an entrepreneurial mindset with strong relationship-building and customer-facing skills to join our team as an Entry Level Promotions...

  • Overnight Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment. This Associate will function as part of a...

  • Overnight Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment. This Associate will function as part of a...

  • Overnight Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment. This Associate will function as part of a...

  • Overnight Associate

    4 weeks ago

    Edmonton, Alberta, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment. This Associate will function as part of a...

  • Sales Associate

    2 weeks ago

    Edmonton, Alberta, Canada Linde Full time

    Sales Associate Description Job Overview: Linde Services, Inc. is seeking an Inside Sales Associate to join our team in The Woodlands, TX area. Primary Responsibilities: The Inside Sales Associate duties include but not limited to the following: General customer support and interaction Assist sales teams in exploring customer needs during the...