Wealth Associate
2 days ago
Wealth Associate – National Bank of Canada National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. Join us as a Wealth Associate and help wealth advisors stand out by offering exceptional customer service that has a positive, long‑term impact on our clients. Responsibilities Support investment advisors in providing superior customer service and promptly meet client requests. Carry out routine operations related to financial transactions, such as purchases and sales of securities and necessary transaction adjustments. Execute 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. Manage client file administration by scheduling appointments, preparing client meetings, and maintaining agendas. Ensure adherence to compliance and risk‑management rules. Prerequisites College and/or university diploma in a related field. Two years of relevant experience in banking (back‑office), insurance, or the 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. 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. We offer a hybrid work model, flexible hours, and flexible leave to support work‑life balance. Additional required languages: French. #J-18808-Ljbffr
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Wealth Associate
15 hours ago
Laval, Canada National Bank Full timeAttendance Hybrid Job number 28930 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 07-Oct-2025 Area(s) of interest: Wealth management Location(s): Laval A career as a Wealth Associate at National
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Wealth Associate
1 day ago
Laval, Canada National Bank of Canada Full timeAttendance: Hybrid Employment Category: Professional Type of Contract: Permanent 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...
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Wealth Associate
1 day ago
Laval, Canada National Bank of Canada Full timeA 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...
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Hybrid Wealth Associate: Client Service
2 days ago
Laval, Canada National Bank of Canada Full timeA major Canadian financial institution in Laval is looking for a Wealth Associate. In this role, you will support investment advisors by providing exceptional customer service, managing financial transactions, and maintaining client files. The ideal candidate has a diploma in a related field and two years of experience in the financial industry. This...
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Wealth Management Associate
1 week ago
Laval, Canada National Bank of Canada Full time**Primary Locations**:Laval, 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 customer...
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Associate
7 days ago
Laval, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties...
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Associate
2 weeks ago
LAVAL, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? RBC Dominion Securities is currently seeking an Associate to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related...
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Investment Specialist Associate, Laval
1 week ago
Laval, Canada Scotiabank Full timeRequisition ID: 188749 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
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Associate
2 weeks ago
Laval, Quebec, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to...
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Banking Associate Private Banking 1859
5 days ago
Laval, Canada National Bank of Canada Full time**Primary Locations**:Laval, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: National Bank - Banking Associate Private Banking 1859 Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach is unique in that it serves ultra-high net worth clients with personal...