Wealth Associate
3 days ago
Wealth Associate – National Bank of Canada Overview A career as a Wealth Associate at National Bank is a position 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 Losier Team. 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. Work style 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‑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. Responsibilities 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. 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. Additional required language: French. Benefits 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. Senior>ness Level: Entry level Employment type: Full‑time Job function: Finance and Sales Industry: Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x. #J-18808-Ljbffr
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Associate Wealth Advisor
3 days ago
Quebec, Canada National Bank of Canada Full timeJoin to apply for the Associate Wealth Advisor role at National Bank of Canada A career as a Wealth Associate at National Bank is a job that allows you to capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals and build...
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Senior Wealth Associate
3 days ago
Quebec, Canada National Bank of Canada Full timeJoin to apply for the Senior Wealth Associate role at National Bank of Canada 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. A career as a Senior 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 work...
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Quebec, Canada National Bank of Canada Full timeA leading financial institution is looking for an Associate in Wealth Management. You will provide exceptional customer service to support wealth advisors and ensure effective communication with clients. The role requires a college diploma and at least one year of experience in customer service or banking operations. Join a dynamic team that values...
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Private Banking Wealth Associate
3 days ago
Quebec, Canada Banque Nationale du Canada Full timeA leading financial institution in Quebec is seeking a Wealth Management Associate to provide exceptional services to high-net-worth clients. This role involves supporting advisors, ensuring high-quality customer service, and maintaining compliance with regulations. The ideal candidate has a college diploma, relevant experience, and strong skills in...
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Private Banking Wealth Associate
3 days ago
Quebec, Canada Banque Nationale du Canada Full timeA leading financial institution in Quebec is seeking a Wealth Management Associate to provide exceptional services to high-net-worth clients. This role involves supporting advisors, ensuring high-quality customer service, and maintaining compliance with regulations. The ideal candidate has a college diploma, relevant experience, and strong skills in...
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Associate Wealth Advisor
3 days ago
Quebec, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships, more precisely within the team...
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Wealth Management Associate
3 days ago
Quebec, Canada Banque Nationale du Canada Full timeA 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...
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Associate Wealth Advisor
1 day ago
Quebec, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships, more precisely within the team...
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Wealth Associate: Grow Client Portfolios
3 days ago
Quebec, Canada Banque Nationale du Canada Full timeA leading financial institution is seeking a Wealth Associate in Quebec. In this role, you will manage client portfolios and collaborate with specialists to provide top-notch financial solutions. Ideal candidates possess knowledge of taxation, have completed the Canadian Securities Course, and excel at building relationships. Competitive compensation and a...
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Associate Wealth Advisor
2 weeks ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. You will work at the Sainte-Foy...
