Wealth Associate
1 month ago
A 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, Morin-Poirier-Duchesne.
- 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
- 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 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:
- 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, an asset.
- Excellent knowledge of the Microsoft Office suite
-
Operations Associate, Wealth Management
1 month ago
Canada, CA Skyline Group of Companies Full timeWe’re growing!! And looking for a passionate, driven and energetic candidate to join our team for the position of Operations Associate, Wealth Solutions located in Guelph, Ontario.Job DescriptionWe are searching for an organized, detail oriented person with strong customer service skills to work closely with the entire Wealth Management team to provide...
-
Insurance Contracting
4 weeks ago
Canada, CA IG Wealth Management Full timeDivision: IG Insurance Mortgage & BankingLocation: Montreal, Toronto, WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two...
-
Wealth Management Advisor
2 weeks ago
Canada, CA Veres Career Consulting Full timeWe at Veres Career Consulting, a specialized recruitment agency, are searching for talented WEALTH MANAGEMENT AND FINANCIAL ADVISORS on behalf of our client, one of Canada's leading wealth management firms.This opportunity is ideal for professionals looking to take the next step in their careers, either as part of a collaborative team or as independent...
-
Scotiamcleod Investment Associate
4 weeks ago
Canada, CA Scotiabank Full timeRequisition ID: #As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...
-
Canada, CA Brookfield Investment Management Inc. Full timeAssociate / Assistant Vice President, Investor Services Location: Brookfield Place - 181 Bay Street, Toronto, Ontario Job Description: The Associate or Assistant Vice President, Investor Services, will be responsible for supporting the Private Wealth Investor Relations Team to successfully execute client service initiatives. The Associate or Assistant Vice...
-
Associate, Private Investment Council
1 month ago
Canada, CA TD Bank Full timeAssociate, Private Investment Council page is loaded Associate, Private Investment Council Apply remote type Hybrid locations Montréal, Québec time type Full time posted on Posted Yesterday job requisition id R_1359002 Work Location:CanadaHours:37.5Line of Business:TD Wealth Pay Details: We’re committed to providing fair and equitable compensation to...
-
Scotiamcleod Administrative Associate
4 weeks ago
Canada, CA Scotiabank Full timeRequisition ID: #As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...
-
Scotiamcleod Senior Associate
4 weeks ago
Canada, CA Scotiabank Full timeRequisition ID: #As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...
-
Investment Management Associate
1 month ago
Canada, CA Virgo Digital Asset Management Inc. Full timeAbout Virgo Group Founded in 2021, Virgo Group of Companies is committed to delivering commission-free cryptocurrency trading services globally. Our diverse business lines include VirgoCX, VirgoCX Wealth, Virgo Wealth, and Virgo Digital Asset Management, providing exceptional services across Canada, Australia, the U.S., and more in future. With continuous...
-
Canada, CA MD Full timeRequisition ID: 204884Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Reporting to the Director, Financial Planning, as the Estate and Trust Lead, MD Signature (MDS) - Quebec, you will be responsible for a robust and relevant estate and trust planning offering to MD’s most affluent clients, ensuring the...
-
Associate Portfolio Manager
1 month ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 195546 Join 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...
-
Associate Portfolio Manager
1 month ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 195546 Join 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...
-
Customer Experience Associate
4 weeks ago
Canada, CA Scotiabank Full timeTitle: Customer Experience Associate (Canada)Requisition ID: 202935Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help...
-
Customer Experience Associate Clarenville
4 weeks ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Customer Experience Associate Clarenville Requisition ID: 198968Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of...
-
Estate And Trust Consultant
4 weeks ago
Canada, CA Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to...
-
Customer Experience Associate
4 weeks ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Customer Experience Associate - Lacombe Branch (Future Opportunities) Requisition ID: 197277Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the...
-
Sr. Operations Associate
4 weeks ago
Canada, CA Borderless Capital Full timeBuilding the Future of CryptoOur Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology.What makes us different?Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you’ll join us on our mission to accelerate the global adoption of...
-
Sr. Operations Associate
4 weeks ago
Canada, CA Borderless Capital Full timeBuilding the Future of CryptoOur Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology.What makes us different?Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you’ll join us on our mission to accelerate the global adoption of...
-
Associate General Counsel, Risk
1 month ago
Canada, CA Canadian Hispanic Bar Association Full timeAssociate General Counsel, Risk & Enterprise in Edmonton, CanadaCanadian Western Bank (CWB) is the only full-service financial institution in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. CWB provides nation-wide full-service business and personal banking, specialized financing, comprehensive wealth...
-
Analyst Tester
1 month ago
Canada, CA FNZ Ltd Full timeThe role is responsible for the business and functional solution design, technical analysis of FNZ’s platform capabilities, business processes analysis and end to end testing (including supporting client UAT). They will work both independently and within a client aligned team to examine existing IT systems and business models, analyse requirements (both...