Associate in Wealth Management

2 weeks ago

Région de Beauce SaintProsperDeDorchester, 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 Richard Cloutier Wealth Management team. 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 in Wealth Management

    4 weeks ago

    Région de Beauce (Saint-Prosper-De-Dorchester), 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 in Wealth Management

    4 weeks ago

    Région de Beauce (Saint-Prosper-De-Dorchester), 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 in Wealth Management

    4 weeks ago

    Région de Beauce (Saint-Prosper-De-Dorchester), 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 in Wealth Management

    2 weeks ago

    Région de Beauce (Saint-Prosper-De-Dorchester), 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 in Wealth Management

    4 weeks ago

    Région de Beauce (Saint-Prosper-De-Dorchester), 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 in Wealth Management

    2 weeks ago

    Région de Beauce (Saint-Prosper-De-Dorchester), 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...

  • National Bank | Associate in Wealth Management

    4 weeks ago

    saint-prosper-de-dorchester, 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...

  • Wealth Associate

    4 weeks ago

    Saint Andrews, Canada Impact Wealth Full time

    If you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...

  • Associate in Wealth Management

    4 weeks ago

    Saint-Georges, 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 in Wealth Management

    4 weeks ago

    Saint-Georges, Quebec, G0M, Beauce-Sartigan, 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 in Wealth Management

    4 days ago

    Saint-Georges, Canada National Bank Full time

    Attendance Hybrid Job number 23474 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Nov-2024 Location: Saint-Georges, Quebec City Saint-Georges Province/State Quebec Area of Interest: Wealth management A career as an Associate in the Wealth Management team at National Bank,...

  • Wealth Associate

    2 weeks ago

    Saint-Georges, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Financial 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 Groupe financier...

  • Wealth Associate

    2 weeks ago

    Saint-Georges, Canada National Bank of Canada Full time

    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 investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your role**: - Support investment advisors in...

  • Associate Advisor

    4 weeks ago

    Saint-leonard, Canada Manulife Wealth Inc. Full time

    **Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Canada National Bank of Canada Full time

    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 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...

  • Wealth Management Associate

    2 weeks ago

    Saint-Georges, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Georges, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **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...

  • Wealth Management Associate

    1 week ago

    Saint-Georges, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Georges, 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 Partner to help us improve...

  • Wealth Management Associate

    4 weeks ago

    Mont-Saint-Hilaire, Canada National Bank of Canada Full time

    **Primary Locations**:Mont-Saint-Hilaire, 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...

  • Wealth Management Associate

    2 weeks ago

    Mont-Saint-Hilaire, Canada National Bank of Canada Full time

    **Primary Locations**:Mont-Saint-Hilaire, 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 Partner to help us improve...

  • Wealth Associate

    3 weeks ago

    Saint John, Canada National Bank of Canada Full time

    **Primary Locations**:St. John, New Brunswick**: **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 Partner to help us improve...