Wealth Associate

5 months ago

Quebec City, 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 more precisely within de teams, Grenier.

**Your job**:

- 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

**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. Reporting to the regional manager, you will team up with an investment 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**:

- 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 (an asset).
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills

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.

Come live your ambitions with us

  • Wealth Management Associate

    4 weeks ago

    Quebec City, Canada National Bank Full time

    As a Wealth Management Associate at National Bank, you will play a key role in helping wealth advisors deliver exceptional client experiences. Your primary responsibility will be to ensure effective communication between clients, advisors, and various collaborators. This involves providing superior customer service in person, on the phone, and by email, as...

  • Wealth Associate

    5 months ago

    Quebec City, 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. More specifically, as part of the Gagné Grenier Wealth...

  • Associate in Wealth Management

    1 day ago

    Quebec City, Canada National Bank of Canada 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. **Your job**: - Ensure...

  • Wealth Management Associate

    5 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Management 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, more specifically, within the Boulanger Brunet...

  • Associate Wealth Advisor

    6 months ago

    Quebec City, Canada National Bank of Canada Full time

    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. You will work at the Sainte-Foy...

  • Wealth Management Associate

    6 months ago

    Quebec City, 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, more precisely within Lachance Group. **Your job**: -...

  • Wealth Management Associate

    5 months ago

    Quebec City, 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, more precisely within Khalil Consulting Group **Your...

  • Associate Wealth Management

    5 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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, most notably with Diane Auger Wealth Management. **Your...

  • Wealth Management Professional

    1 day ago

    Quebec City, Canada National Bank Full time

    **Job Summary**: We are seeking a highly motivated Client Service Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a crucial role in providing exceptional customer service to our clients and supporting the growth of our wealth advisors.**Key Responsibilities**:Ensure effective communication between...

  • Wealth Management Professional

    4 weeks ago

    Quebec City, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at National Bank. As a Wealth Management Associate, you will play a key role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesAssist private advisors in managing client accounts and providing...

  • Wealth Associate

    3 months ago

    Laval, Quebec, H0A, Laval region, Canada National Bank 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 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 superior...

  • Wealth Associate

    2 months ago

    Saint-Georges, Quebec, G0M, Beauce-Sartigan, Canada National Bank Part 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 months ago

    Thetford-Mines, Quebec, G0N, L'Amiante, Canada National Bank 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 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 superior...

  • Associate in Wealth Management

    2 weeks ago

    Chicoutimi, Quebec, G0G, Minganie - Basse-Côte-Nord, 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. Your job: Ensure effective...

  • Associate in Wealth Management

    2 days ago

    Québec City, Canada National Bank Full time

    Attendance Hybrid Job number 23475 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Nov-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Wealth management A career as an Associate in the Wealth Management team at National Bank, will give you the...

  • Associate

    3 weeks ago

    Quebec City, Canada National Bank of Canada 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

    6 months ago

    Montreal, Quebec, G4F, CA National Bank 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 providing...

  • Associate

    2 months ago

    Quebec City, Canada National Bank of Canada 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 precisely within the team...

  • Private Wealth Associate

    7 days ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: · Support the...

  • Associate

    3 months ago

    Quebec City, Quebec, Québec, 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 precisely within the...