Associate Wealth Advisor
4 weeks ago
A 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. Your job: Diligently and attentively support and manage your portfolio of clients. Offer your clients the best solutions on the market so they can achieve their financial goals. Collaborate with several specialists from different sectors of the Bank to meet all needs. Build strong relationships with a wide variety of specialists who can guide you in your advisory role. 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. Every day, you'll work with these clients as well as an investment assistant or senior investment assistant. You'll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives. 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: Completion of the Canadian Securities Course (or to be completed after hiring) Completion of the Conduct and Practices Handbook Course (or to be completed after hiring) Financial Planner or any other accreditation related to the field, an asset Willingness to offer quick and efficient service to clients Knowledge of taxation, an asset Recognized ability to learn software and IT systems Excellent ability to maintain business relationships through the effective use of virtual communication tools 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 * 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
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Associate Wealth Advisor
1 week ago
Mont-Saint-Hilaire, Canada Royal Bank of Canada Full time**Job Summary** **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 team’s wealth management strategy for clients is the...
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Associate Wealth Advisor
4 weeks ago
Québec, QC, Canada National Bank 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
6 days ago
Saint-Georges, Canada National Bank of Canada Full timeA 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...
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Wealth Associate
4 weeks ago
Québec, QC, Canada National Bank Full timeA career as a Wealth Associate for the Heritage Financial Group 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...
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Wealth Associate
6 days ago
Mont-Saint-Hilaire, 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 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...
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Wealth Management Advisor
6 hours ago
Saint-Hyacinthe, Quebec, Canada Desjardins Full timeAs a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...
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Junior Investment Advisor
7 hours ago
Dorval, QC HP V, Canada Manulife Wealth Inc. Full timeWe are an established investment advisory practice dedicated to helping clients achieve their financial goals through personalized wealth management. We have had the privilege of operating within the #1 office for Manulife Wealth across Canada for the past 22 years. We have recently surpassed the $12 Billion mark in assets under management and every dollar...
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Associate Total Wealth Planner
7 hours ago
Montréal, QC HA L, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with...
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Wealth Management Senior Advisor
3 weeks ago
Saint-Hyacinthe, Canada Desjardins Group Full timeWealth Management Senior Advisor page is loaded## Wealth Management Senior Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Hyacinthetime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600705As a senior wealth management advisor, you develop and manage business relationships and prospect for...
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Wealth Management Senior Advisor
2 weeks ago
Saint-Hyacinthe, Canada Desjardins Group Full timeWealth Management Senior Advisor page is loaded## Wealth Management Senior Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Hyacinthetime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600705As a senior wealth management advisor, you develop and manage business relationships and prospect for...
