Wealth Management Associate

4 months ago

Chicoutimi, Canada National Bank of Canada Full time

**Primary Locations**:Chicoutimi, 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 Partner to help us improve customer service practices for Investment Advisors at National Bank Financial.

Your role:

- Carry out unsolicited transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable
- 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
- Implement efficient work methods for the administration of client files by managing advisors’ agendas, scheduling appointments, and preparing for client meetings
- Ensure compliance and risk management rules are respected

In this position, you will help National Bank Financial to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. Reporting to the regional manager, you will work with an investment advisor at a single branch with a client-facing environment. Collaboration and partnership are the keys to success in making a difference every day with our clients.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Required skills:

- 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
- Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course
- Excellent knowledge of the Microsoft Office suite
- Ability to offer exceptional customer service

Desired competencies:

- Organizational and priority management skills
- Autonomous, dynamic, and meticulous

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
- Initiatives promoting community involvement
- 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 accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?
- Particular Condition:*Position paid 100% base salary + redirected premium + bonus. *If you don’t have the required licences, by accepting the position, you pledge to successfully complete the Canadian Securities Course and the Conduct and Practices Handbook Course within one year of taking the position.

  • Associate - Wealth Management Team Member

    2 weeks ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in providing exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesClient Communication: Ensure effective communication between...

  • Associate - Wealth Management Team Member

    2 weeks ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in providing exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesClient Communication: Ensure effective communication between...

  • Wealth Associate

    4 months ago

    Chicoutimi, 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 within the Yves Girard Wealth...

  • Wealth Associate

    4 months ago

    Chicoutimi, 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 within the Desgagné Allard...

  • Financial Associate

    18 hours ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and over...

  • Financial Associate

    57 minutes ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and over...

  • Wealth Management Senior Advisor

    1 week ago

    Chicoutimi, Canada Desjardins Group Full time

    Temporary position for 6 monthsAs a senior 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

  • Financial Services Associate

    5 days ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, responding to...

  • Financial Services Associate

    5 days ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, responding to...

  • Financial Services Associate

    2 days ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, responding to...

  • Financial Services Associate

    2 days ago

    Chicoutimi, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, responding to...

  • Associate

    2 months ago

    Chicoutimi, 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...

  • Associate

    1 month ago

    Chicoutimi, 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...

  • Associate

    2 months 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. More precisely within the...

  • Grocery Associate

    2 weeks ago

    Chicoutimi, Canada Walmart Canada Full time

    Job Title: Grocery Associate Company: Walmart Canada Job Description: As a Grocery Associate at Walmart Canada, you will play a vital role in delivering exceptional customer service, maintaining a clean and organized store environment, and ensuring seamless inventory management. Key Responsibilities: Zones the department to ensure efficient stock rotation...

  • Grocery Associate

    2 weeks ago

    Chicoutimi, Canada Walmart Canada Full time

    {"h2": "Job SummaryAs a Grocery Associate at Walmart Canada, you will play a vital role in providing exceptional customer service and maintaining a clean and organized store environment.Key Responsibilities:* Provide excellent customer service by greeting customers, answering questions, and resolving issues in a timely and professional manner.* Maintain a...

  • Grocery Associate

    2 weeks ago

    Chicoutimi, Canada Walmart Canada Full time

    {"h2": "Job SummaryAs a Grocery Associate at Walmart Canada, you will play a vital role in providing exceptional customer service and maintaining a clean and organized store environment.Key Responsibilities:* Provide excellent customer service by greeting customers, answering questions, and resolving issues in a timely and professional manner.* Maintain a...

  • Grocery Associate

    2 weeks ago

    Chicoutimi, Canada Walmart Canada Full time

    {"h2": "Job SummaryAs a Grocery Associate at Walmart Canada, you will play a vital role in providing exceptional customer service and maintaining a clean and organized store environment.Key Responsibilities:* Provide excellent customer service by greeting customers, answering questions, and resolving issues in a timely and professional manner.* Maintain a...

  • Asset Protection Associate

    3 months ago

    Chicoutimi, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Cap 3 Associate

    3 weeks ago

    Chicoutimi, Canada Walmart Canada Full time

    Job SummaryWe are seeking a Cap 3 Associate to join our team at Walmart Canada. As a key member of our receiving and stocking team, you will play a critical role in ensuring that our stores are well-stocked and our customers have a great shopping experience.Key ResponsibilitiesContribute to a Safe and Clean Work EnvironmentEnsure that your work area is safe...