Wealth Management Associate

About the Role:This is a critical role within our wealth management group, requiring a detail-oriented and proactive Client Service Associate to join our team. As a key member of our team, you will be responsible for providing exceptional client service, handling inquiries, and ensuring seamless day-to-day operations. You will work closely with our Client...

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, Paul Frederic Wealth...

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.Your job:Support investment advisors in providing superior...

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 de team Gagné Grenier.Your job:Support...

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.Your job:Support investment advisors in providing superior...

Job Summary Job Description What is the opportunity? RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is...

A career in Wealth Management at National Bank offers a unique opportunity to collaborate with clients and colleagues. As an Associate, you will contribute to wealth advisors' success by delivering exceptional customer service that positively impacts clients.Your responsibilities:Establish effective communication among clients, advisors, and...

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Scotiabank is among the largest banks in the world and is Canada's most international bank. We are powered by high-performing (and awesome) teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences,...

Own your FutureInternship Program – Financial PlannerREGIONS:SaguenayQuébec Rive-SudQuébec - SilleryMontréal West-IslandLavalSherbrookeQuébec - LebourgneufMontréal Rive-SudTerrebonne-LachenaieDorvalTrois-RivièresQuébec - Sainte-FoyMontréal Centre-villeBoisbriandGatineauRouyn-NorandaVal d'OrVictoriavilleSTATUS: Between 14 and 35 hours/weekLooking...

Associate - Schulman Group Family Wealth ManagementLocation: HybridJob Number: 25455Category: SupportStatus: Temporary (9 months)Schedule: Full-TimeCity: MontrealArea of Interest: Wealth ManagementA career as an Associate in the Schulman Group Family Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy...

Job OverviewAs a seasoned banking professional, you will play a key role in leading a team of Private Bankers, Senior Associates, and Associates in delivering exceptional client service, managing complex financial relationships, and driving business growth.The ideal candidate will possess a deep understanding of commercial lending, risk management, and...

THE COMPANYA rapidly growing Montreal based Financial Technology SaaS company, Wealth Write Up is a dynamic startup who provides innovative software solutions to modernize wealth management and accounting activities. Positioned to establish a strong presence in the market, our mission is to empower businesses to optimize their financial processes.THE...

As a member of our Global Wealth & Insurance division, you will have access to a wide range of advice, products and services designed to help our customers achieve their financial goals. The Investment Associate plays a critical role in supporting the advisor in identifying new business opportunities, managing transactions, and providing exceptional client...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

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...

About Our ClientOur client, a leader in the banking sector, is looking for a Head of Wealth, Investment Management & Capital Markets to join their team.As a well-established financial institution in Canada, the organization offers a comprehensive range of services for individuals, businesses, and institutional clients. It is dedicated to innovation,...

Job DescriptionThis Wealth Management Associate position offers an exciting opportunity to work with a talented team of professionals dedicated to delivering exceptional service to our clients. As a key member of our Private Banking sector, you will be responsible for supporting the development of financial plans, conducting research, and analyzing data to...

Wealth Management OpportunitiesWe are seeking a talented Wealth Management Advisor to join our team at Scotiabank. The successful candidate will be responsible for providing expert advice and guidance to high net worth clients, helping them to achieve their financial goals.Key ResponsibilitiesDeveloping and implementing comprehensive wealth management plans...

Requisition ID: 216953Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all...