Associate / Senior Associate, Tax Services
2 days ago
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 closely with investment advisors to ensure exceptional customer service and smooth branch operations within the Khalil Consulting Group. Analyze clients' accounts to recommend business opportunities adapted to their needs. Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service. Develop marketing material to present the service offering for investment advisors. Coordinate the organization of seminars for clients and plan content for them. Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps. Oversee onboarding, training and coaching for new members of your team. National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. 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. Completed college and/or university diploma in a related fieldMinimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxationCompleted Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must. Excellent knowledge of the Microsoft Office suite and comfortable with technologyKnowledge of current market trends and activityAbility to offer exceptional customer service
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. 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.
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Senior Associate, Tax Litigation
2 days ago
Montréal, QC, Canada KPMG Canada Full timeOverview At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG Law's Tax Litigation & Dispute Resolution practice assists companies and individuals achieve timely and fair resolutions in various tax disputes. We are involved at...
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Senior Associate, Tax Litigation
2 days ago
Montréal, QC, Canada KPMG Canada Full timeOverview At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG Law's Tax Litigation & Dispute Resolution practice assists companies and individuals achieve timely and fair resolutions in various tax disputes. We are involved at...
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Senior Associate, Tax Litigation
2 days ago
Montréal, QC, Canada KPMG Canada Full timeOverview At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG Law's Tax Litigation & Dispute Resolution practice assists companies and individuals achieve timely and fair resolutions in various tax disputes. We are involved at...
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Québec, QC, Canada National Bank Full timeA career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management 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...
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Banking associate
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Québec, QC, Canada National Bank Full timeA career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management 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...
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Senior Wealth Associate
2 days ago
Québec, QC, Canada National Bank Full timeA 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 closely with investment advisors to ensure exceptional customer service and smooth branch operations within the Khalil Consulting Group. Your job: Analyze clients' accounts to...
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Senior Wealth Associate
2 days ago
Québec, QC, Canada National Bank Full timeA 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 closely with investment advisors to ensure exceptional customer service and smooth branch operations within the Khalil Consulting Group.Your job: Analyze clients' accounts to recommend...
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Québec, QC, Canada National Bank Full timeA career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services...
