Wealth Management Associate

4 weeks ago

Vancouver BC BB, British Columbia, Canada National Bank Full time

A career as a Wealth Management 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.

Your job:

  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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 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.

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 and/or university diploma in a related field
  • Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills
  • Bilingual skills - English and Cantonese
#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

  • Private Wealth Advisor

    4 weeks ago

    Vancouver, BC, B6B, British Columbia, Canada National Bank Full time

    A career as a Senior Private Wealth Advisor in the Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships, and your knowledge of...

  • Private Wealth Advisor

    2 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada National Bank Full time

    A career as a Senior Private Wealth Advisor in the Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships, and your knowledge of...

  • Vice-President, Global Investment

    1 week ago

    Vancouver, British Columbia, Canada Vered Wealth Management (Canada) Company Limited Full time

    Vered Wealth Management (Canada) Company Limited is an independent investment firm that dedicated to offering carefully curated investment solutions and value-added services. At Vered, we evaluate global investment markets quickly, efficiently, and continuously to look for hidden opportunities and manage risk. We always look to the future to provide the...

  • Vice-President, Global Investment

    1 month ago

    Vancouver, British Columbia, Canada Vered Wealth Management (Canada) Company Limited Full time

    Vered Wealth Management (Canada) Company Limited is an independent investment firm that dedicated to offering carefully curated investment solutions and value-added services. At Vered, we evaluate global investment markets quickly, efficiently, and continuously to look for hidden opportunities and manage risk. We always look to the future to provide the...

  • Heavy Duty Equipment Technician

    2 months ago

    Vancouver, BC, B6B, British Columbia, Canada Home Depot of Canada Inc. Full time

    SUMMARY:The Heavy Duty Equipment Technician (HET) is a skilled technician, adept at performing a full range of equipment repairs on light construction equipment. Reports to the Regional Manager, and is responsible for repairs and maintenance on all equipment at an assigned group of stores in the region. The HET is tasked with ensuring that all equipment is...

  • Corporate Actions Associate

    4 weeks ago

    Vancouver, British Columbia, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Corporate Actions AssociateHow does the role impact the...

  • Corporate Actions Associate

    1 week ago

    Vancouver, British Columbia, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Corporate Actions AssociateHow does the role impact the...

  • Digital Recruiter

    2 months ago

    Vancouver, BC, B6B, British Columbia, Canada Tundra Technical Solutions Full time

    About Tundra Technical Solutions:Since 2004, Tundra's mission has been to be a global leader in talent recruitment. We've evolved into a recognized leader in total talent management, challenging norms and exceeding expectations by sourcing top-tier talent for some of the world's most renowned brands.Our pioneering approach to Direct Source...

  • Valve Technician

    2 months ago

    Vancouver, BC, B6B, British Columbia, Canada ENERMECH MECHANICAL SERVICES SL Full time

    Job descriptionEnerMech is hiring for a long term project in British Columbia, Canada. We are hiring Valve Technicians or a Supervisor to join our team. We hire all candidates direct to EnerMech, must be eligible to work in Canada. This is an on-rotation job, at camp in Kitimat.Main Responsibilities:· Be able to undertake Mechanical trades based work I.E....

  • Retirement Senior Consultant, Canada Wealth Solutions Practice

    1 week ago

    Vancouver, British Columbia, Canada Aon Corporation Full time

    Retirement Senior Consultant, Canada Wealth Solutions PracticeAre you a hard-working actuarial leader who enjoys working with clients in managing their retirement plans? Are you looking for an opportunity to join a leader in the industry while making a significant impact? Aon might be where you take your career to the next stepThis is a hybrid role with the...

  • Retirement Senior Consultant, Canada Wealth Solutions Practice

    3 weeks ago

    Vancouver, British Columbia, Canada Aon Corporation Full time

    Retirement Senior Consultant, Canada Wealth Solutions PracticeAre you a hard-working actuarial leader who enjoys working with clients in managing their retirement plans? Are you looking for an opportunity to join a leader in the industry while making a significant impact? Aon might be where you take your career to the next stepThis is a hybrid role with the...

  • Private Banking Associate

    1 week ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Private Banking Associate

    1 month ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Senior Customer Experience Associate

    3 weeks ago

    West Vancouver, British Columbia, Canada Scotiabank Full time

    Senior Customer Experience Associate - Park Royal Branch (30 Hours/Week)Requisition ID: 199556Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first,...

  • Senior Customer Experience Associate

    1 week ago

    West Vancouver, British Columbia, Canada Scotiabank Full time

    Senior Customer Experience Associate - Park Royal Branch (30 Hours/Week)Requisition ID: 199556Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first,...

  • Heavy Equipment Technician

    2 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada Home Depot of Canada Inc. Full time

    Salary: $40+ per HRSUMMARY The Heavy Duty Equipment Technician (HET) is a skilled technician, adept at performing a full range of equipment repairs on light construction equipment. Reports to the Regional Manager, and is responsible for repairs and maintenance on all equipment at an assigned group of stores in the region. The HET is tasked with ensuring that...

  • Heavy Equipment Technician

    2 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada Home Depot of Canada Inc. Full time

    Salary: $40+ per HRSUMMARY The Heavy Duty Equipment Technician (HET) is a skilled technician, adept at performing a full range of equipment repairs on light construction equipment. Reports to the Regional Manager, and is responsible for repairs and maintenance on all equipment at an assigned group of stores in the region. The HET is tasked with ensuring that...

  • Receiving Associate

    4 weeks ago

    Vancouver, British Columbia, Canada Home Depot Full time

    Position Purpose: Receiving Associates work as part of a team to unload merchandise from carriers and check the quantity and quality of merchandise. In addition they must RGR (Rough Goods Receipt)/ DGR (Detail Goods Receipt) and enter information about incoming merchandise into the stores' computer system. All Receiving Associates are required to be...

  • Treasury Associate

    1 week ago

    Vancouver, British Columbia, Canada Kuehne + Nagel Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...

  • Treasury Associate

    1 month ago

    Vancouver, British Columbia, Canada Kuehne + Nagel Full time

    Are you thinking about improving your career development and your professional growth? We invite you to join one of the most successful international logistics organizations here at Kuehne+Nagel. Our Vancouver branch is looking for a new Treasury Associate to join our Finance team. Your Role As a Treasury Associate, your primary responsibility lies within...