Associate

1 month ago

Quebec City Quebec, Québec, 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, 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 investment 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 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
  • Valid Canadian Securities Course (CSC) and Conduct and Usage Standards Handbook as well as CIRO registration are an asset.
#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

    Quebec City, Quebec, Québec, 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, long-term impact on our clients. Your job: Ensure effective...

  • Associate

    2 months ago

    Quebec City, Quebec, Québec, 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, long-term impact on our clients more specifically within the...

  • Associate Director, Regulatory Affairs

    3 months ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Regulatory Affairs Associate Director Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the...

  • Sr Clinical Research Associate

    7 months ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Senior Clinical Research Associate I Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the...

  • Sr CRA II

    2 months ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Senior Clinical Research Associate II Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the...

  • Mgr, Regulatory Consulting

    3 months ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Manager, Regulatory Consulting Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to...

  • Sales Associate

    3 months ago

    Montréal, Quebec, Québec, Canada The Children's Place canada Full time

    The Childrens Place (Place)has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability,...

  • AE - Merchandise Leader (Part-Time)

    3 months ago

    Quebec City, Quebec, Québec, Canada American Eagle Outfitters Part time

    YOUR ROLE As the Merchandise Leader, you are the Merchandising Team Leader's right hand in ensuring your store is always rocking AEO Brand Visual Standards. Your expertise lies in executing effective Floorsets, marketing and merchandising updates; plus, you ensure the store is always "guest ready" through effective replenishment. You have a keen...

  • Marketing Associate

    3 weeks ago

    Montreal, Quebec, Québec, Canada Clara Shades Full time

    Company DescriptionAt Clara Shades, we're not just about motorized shades; we're about transforming spaces into smart, elegant sanctuaries. As a leading manufacturing company, we specialize in crafting motorized shades that seamlessly integrate into modern homes and commercial office spaces, delivering both style and convenience. Collaborating...

  • Swim Instructor

    1 month ago

    Quebec City, Quebec, Québec, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Mergers and Acquisitions Associate

    3 weeks ago

    Montreal, Quebec, Québec, Canada MNC Capital Inc. Full time

    Company Descriptions:MNC Capital is a premier Mergers and Acquisitions advisory firm, known for delivering strategic guidance, financial expertise, and transaction execution services across a wide range of industries. We work closely with our clients to achieve their growth objectives through meticulously planned and executed mergers, acquisitions,...

  • Investment Associate

    3 weeks ago

    Montreal, Quebec, Québec, Canada Valnet Full time

    Investment Associate - M&A TeamWho we are:Valnet Inc. is the leading digital publishing and media investment Company that owns and operates over 25 authoritative brands across diverse verticals, including entertainment, sports, technology, automotive, gaming, lifestyle and travel.The opportunity:Valnet is seeking a highly analytical and driven Investment...

  • Site Activation Specialist sponsor dedicated, US scope

    3 weeks ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Site Activation Specialist I Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to...

  • Principal/Sr Medical Writer

    1 month ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Senior Medical Writer Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the center...

  • Sr Medical Editor

    3 weeks ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Senior Medical Editor Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the center...

  • Sr Medical Editor

    2 months ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Senior Medical Editor Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the center...

  • Principal/Sr Medical Writer

    4 weeks ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the center of everything that we...

  • Principal Medical Writer

    1 month ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Principal Medical Writer Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the...

  • Sr Medical Writer

    1 month ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Senior Medical Writer (Regulatory) Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient...

  • Sr Medical Editor

    2 months ago

    Quebec City, Quebec, Québec, Canada Syneos Health Full time

    Description Senior Medical Editor Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the center...