Private Whealth Associate

7 days ago


Québec, Quebec, Canada National Bank of Canada Full time

Attendance
Hybrid

Job Number
15840

Category
Professionnal

Status:
Permanent
Schedule: Full-Time
Posting date
04-Jul-2023

Location:

Quebec, Quebec
Area of Interest: Wealth managementIn a career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele.

In this role.

you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.


Your role:

  • Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
  • Offer topquality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
  • Open and keep client files up to date
  • Be the administrative link between the different operational departments to effectively perform required activities
  • Carry out a variety of administrative tasks related to the team's business development and financial transactions
  • Help prepare portfolio analyses and/or financial planning
  • Keep up to date on financial markets
  • Ensure adherence to compliance and risk management rules

Your team:


To serve distinctive clients in a market with strong potential, you'll be part of a passionate team that is committed to going the extra mile.

You will work closely with sector members and report to the Vice-President, Private Banking 1859.


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:

  • Completed college diploma and two years of relevant experience
  • Office administration studies, an asset
  • Customer service experience
  • Successful completion of the Canadian Securities Course and Conduct and Business Practices Handbook Course
  • Knowledge of Word and Excel
  • Ability to work under pressure
  • Autonomy, initiative and discipline

Skills:

  • Press space or enter keys to toggle section visibility
    Accountability

Client-focused

Communication

Detail-oriented

Diversity & Inclusion

Driving Results

Emotional Intelligence

Empathy

Initiative

Learning Agility

Multitasking

Perseverent

Resiliency

Teamwork

Your benefits:

  • Press space or enter keys to toggle section visibility
  • 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
  • Initiatives promoting community involvement
  • 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:

  • Press space or enter keys to toggle section visibility
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 accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?
  • Private Banker

    7 days ago


    Québec, Quebec, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...


  • Québec, Quebec, Canada TD Bank Full time

    405967BRWealth ManagementQuebec City, QCApril 11, 2023Company OverviewDepartment OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.TD Private Investment Advice offers clients the chance to create one-on-one...


  • Québec, Quebec, Canada State Street Full time

    Who we are looking forWe are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day...


  • Québec, Quebec, Canada Declaration Wine & Spirits Inc. Full time

    Mark Anthony Group is the largest, privately held beverage alcohol company in Canada. Effective June 1st, 2024, we will be launching a 4th stand-alone selling division to be named Declaration Wine & Spirits Inc. With strong roots in heritage and a fierce passion for quality, this portfolio of iconic brands is being built for the future. portfolio includes...


  • Québec, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?What will you do? You will be an everyday banking expert specialized in delivering the Black Card Experience through highlevel service and support, transaction excellence, digital education, and opportunity spotting Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner...

  • Associate Program

    7 days ago


    Québec, Quebec, Canada Dialectica Full time

    About DialecticaFounded in 2015, Dialectica is an information services company that brings unique, real-time insights to top business professionals globally with the vision to shape better business decision-making worldwide. Partnering with the world's leading investment and consulting companies as well as the largest corporations, Dialectica enables them to...


  • Québec, Quebec, Canada MD Financial Management Full time

    Requisition ID: 197374Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team.As a Client Service Associate, you will be responsible...

  • Business Associate

    7 days ago


    Québec, Quebec, Canada Kimoby Full time

    Company profileKimoby is revolutionizing communication in the automotive industry By offering a SaaS type platform, we connect thousands of service departments with their clients across North America with a single click. We shine in the 51st place of the Growth List 2020, celebrating innovation and growth of Canadian companies, and we have also been a part...


  • Québec, Quebec, Canada Maples Group Full time

    **Position**:Minute-Drafting Associate**Location**:Montreal**About Us**The Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.Our side-by-side financial and legal teams consistently deliver award-winning services to a global client base,...


  • Québec, Quebec, Canada Boston Consulting Group Full time

    Who We AreBCG's clients are the world's top business leaders. From computers to retailing, our professional expertise spans over 50 industries. The vast majority of our clients rank among the 500 largest companies in each of our three major regions-Americas (North and South), Europe Middle East and Africa, and Asia Pacific. Additionally, we work with a...


  • Québec, Quebec, Canada Bayshore HealthCare Full time

    Under the supervision of the Associate Program Manager, the Reimbursement Specialist (RS) will play an essential role in supporting patients living with a respiratory disease to improve both their health outcomes and quality of life. RS will provide drug coverage support to physicians and patients, follow up on submissions pertaining to obtaining coverage...


  • Québec, Quebec, Canada BMO Financial Group Full time

    rue St-Jacques O Montreal Quebec,H2Y 1L6Provides end-to-end support for BMO mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise...


  • Québec, Quebec, Canada Bimbo Canada Full time

    Communications Advisorreq38750Employment Type: ContractLocation: QUEBEC,QC_Bimbo Canada is a market leading producer and distributor of packaged fresh bread, bakery and snacking products with brands such as Dempster's, Villaggio, POM, Bon Matin, Ben's, Stonemill, McGavins, Oroweat, Vachon and Takis. The company operates 17 bakeries and employs approximately...


  • Québec, Quebec, Canada ABBVIE Full time

    Joining AbbVie means, you will be part of a team of outstanding professionals dedicated to making a remarkable impact on patients' lives. At AbbVie, we conduct ground-breaking science on a global scale every day. AbbVie Canada is one of the Best Workplaces in Canada whereby 90% of our employees are proud to say they work for AbbVie and 88% are proud of how...


  • Québec, Quebec, Canada The Group Master Full time

    Master, for over 70 yearsWe lead in HVAC-R and have been recognized among Canada's best-managed companies since 2010. As the foremost private HVAC-R distributor in the nation, we have over 1,300 active employees across 55+ branches, 4 distribution centers, spanning from British Columbia to the Atlantic provinces, and nearly 30 branches in the United States.A...


  • Québec, Quebec, Canada Glencore Full time

    RAGLAN MINEDEVELOPMENT MINER(6 PERMANENT POSITIONS - UNIONIZED)Service: Operations and Mining EngineeringLocation: Raglan Mine SiteReference number: REQ23-124Under the supervision of the underground mine supervisors, and working in a safe, unique and motivating environment, you will carry out underground development work.Your main duties will be: Perform...


  • Québec, Quebec, Canada Cencora Full time

    - What you will be doing- English job description to follow.PRINCIPALES FONCTIONS ET RESPONSABILITÉS:- Communication quotidienne et continue avec le gestionnaire de programme ou le gestionnaire de programme adjoint pour les projets nouveaux et existants;- Démontrer une connaissance approfondie des programmes de maladies rares offerts, y compris la...

  • Caseworker

    7 days ago


    Québec, Quebec, Canada AmerisourceBergen Full time

    What you will be doingPRIMARY DUTIES AND RESPONSIBILITIES:_ The management of the assigned projects and/or cases. Adherence to the general company processes Telephone support: Implementing callcentre programs including the provision of patient, healthcare professional and funding bodies with telephone support.Current assistance lines focus on:- funding and...


  • Québec, Quebec, Canada Innomar Strategies Full time

    Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose. If you want to make a difference at the center of health, come join our innovative company and help us improve the lives of people and animals...


  • Québec, Quebec, Canada Springs Window Fashions Full time

    :Territory Sales Manager Quebec, CanadaAbout Us:Springs Window Fashions has been part of the window treatments industry since 1939. Headquartered in Middleton WI, we have over 8,000 associates and 18 locations worldwide. Our products are available in nearly every major retailer, in thousands of designer showrooms and showcased in large commercial buildings....