Senior Wealth Associate
3 weeks ago
A career as a Senior 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 work closely with the investment advisors to ensure exceptional customer service and smooth branch operations.
Your job:
- Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
- assisting marketing material to present the service offering for investment advisors.
- Coordinate the organization of seminars for clients and plan content for them.
- Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
- Oversee onboarding, training and coaching for new members of your team.
- Supervise the process of onboarding new clients, account opening, transfer, all administration task.
- Assist investment advisors in preparing annual business plans and monitor progress.
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. Reporting to the regional manager, you will team up with an investment 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
- Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
- Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position
- Excellent knowledge of the Microsoft Office suite and comfortable with technology
- Knowledge of current market trends and activity
- Ability to offer exceptional customer service
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
-
Research Associate III
3 weeks ago
Saint-Laurent, Quebec, H4K, Montréal, Canada Thermo Fisher Scientific Full timeWork ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionResearch Associate III (Senior Health Economist) - Modelling and Simulation (HEMA) Evidera is a global research consulting group that partners with life sciences organizations worldwide to develop, capture, and communicate the clinical and economic evidence required to substantiate...
-
Senior Wealth Associate
3 weeks ago
Brossard, Canada National Bank Full timeA career as a Senior 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 work closely with the investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Ensure administrative tasks related to account management are...
-
Senior Wealth Associate
3 weeks ago
Brossard, Canada National Bank Full timeA career as a Senior 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 work closely with the investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Ensure administrative tasks related to account management...
-
Senior Wealth Associate
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeA career as a Senior 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 work closely with the investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Ensure administrative tasks related to account management are...
-
Wealth Associate
3 weeks ago
Quebec City, Quebec, Québec, Canada National Bank Full timeA 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 more precisely within the team, Paul Frederic Wealth...
-
Wealth Associate, PIC, Montreal
5 days ago
Montreal,Quebec, Canada Scotiabank Full timeRequisition ID: 216820 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are looking for a mobile Wealth Associate for our Montreal office. The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be...
-
Wealth Associate
3 weeks ago
Quebec City, Quebec, Québec, Canada National Bank Full timeA 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 more precisely within de team Gagné Grenier. Your job: ...
-
Wealth Associate Advisor
2 weeks ago
Brossard, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. **Your job**: - Diligently and...
-
Wealth Associate
2 weeks ago
Quebec City, Canada National Bank of Canada Full timeA 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 more precisely within the Gaudreau Team. **Your job**: -...
-
Wealth Associate
3 weeks ago
Quebec City, Canada National Bank of Canada Full timeA 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 more precisely within de team Gagné Grenier. **Your...
-
Wealth Associate
3 weeks ago
Quebec City, Canada National Bank Full timeA 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 more precisely within the team, Paul Frederic Wealth...
-
Wealth Associate
3 weeks ago
Quebec City, Canada National Bank Full timeA 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 more precisely within de team Gagné Grenier. Your job:...
-
Wealth Associate
3 weeks ago
Quebec City, Canada National Bank Full timeA 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 more precisely within de team Gagné Grenier. Your job: ...
-
Wealth Associate
3 weeks ago
Quebec City, Canada National Bank of Canada Full timeA 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 investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within the team, Khalil Consulting...
-
Wealth Management Associate
1 day ago
Brossard, Canada National Bank of Canada Full time**Primary Locations**:Brossard, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...
-
Wealth Management Associate
3 weeks ago
Brossard, Canada National Bank of Canada Full time**Primary Locations**:Brossard, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...
-
Wealth Management Associate
1 day ago
Brossard, Canada National Bank of Canada Full time**Primary Locations**:Brossard, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...
-
Senior Analyst in Wealth Management
3 weeks ago
Quebec City, Quebec, Québec, Canada National Bank Full timeNational Bank Financial - Wealth Management is the fifth-largest securities brokerage firm in Canada. It has nearly 1,000 investment advisors across more than 100 branches, managing the assets of over 400,000 clients. If you have an analytical mindset and a passion for finance, join us at the Khalil Advisory Group as a Senior Wealth Management Analyst.Your...
-
Private Wealth Associate
1 week ago
Brossard, Canada National Bank of Canada Full time**Primary Locations**:Brossard, Quebec** **Employee Status**:Temporary** **Timeframe**:5 months** **Schedule**:Part-time** **Hours Number**:30** Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with...
-
Wealth Associate
2 weeks ago
Brossard, Canada National Bank of Canada Full time**Primary Locations**:Brossard, Quebec** **Employee Status**:Regular** **Schedule**:Full-time** National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in close to 100 branches, helping more than 400,000 clients manage their assets. This position reports to the Regional Manager....
-
Associate in Wealth Management
4 weeks ago
Chicoutimi, Quebec, G0G, Minganie - Basse-Côte-Nord, Canada National Bank Full timeA 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...
