Wealth Associate

3 days ago

SaintHyacinthe, Canada National Bank of Canada Full time

**Primary Locations**:Saint-Hyacinthe, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in close to 100 branches, helping more than 400,000 clients manage their assets.

This position reports to the Regional Manager. More specifically, your role in the team will be to:

- Participate in activities to support Investment Advisors in their business development.
- Execute unsolicited transactions, buying and selling of securities and transaction adjustments, if applicable.
- Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
- Analyze, open and update client files.
- Generate portfolio management reports.
- Implement efficient procedures for the administration of client files.
- Manage the advisors’ agenda, book appointments and prepare for client meetings.
- Provide clients with information on tax slips and other documents.
- Assist clients in the use of our digital banking services.
- Carry out all other related tasks.
- Completed College and/or University diploma in a related field
- Two years' relevant experience in the banking, 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 adapt to change
- Organizational and priority management skills
- Ability to work under pressure
- Be autonomous, energetic and disciplined
- Bilingualism (French & English) might be required only in certain regions

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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?

  • Wealth Associate

    7 months ago

    Saint Andrews, Canada Impact Wealth Full time

    If you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...

  • Wealth Associate

    4 months ago

    Saint-Georges, Canada National Bank of Canada Full 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...

  • Associate Advisor

    7 months ago

    Saint-leonard, Canada Manulife Wealth Inc. Full time

    **Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...

  • Wealth Associate

    7 months ago

    Saint-Georges, 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. **Your role**: - Support investment advisors in...

  • Wealth Associate

    7 months ago

    Saint-Georges, 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. **Your job**: - Support investment advisors in...

  • Associate in Wealth Management

    1 month ago

    Saint-Georges, 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 specifically within the...

  • Wealth Associate

    5 days ago

    Saint John, Canada National Bank of Canada Full time

    **Primary Locations**:St. John, New Brunswick**: **Attendance**:On-site**: **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...

  • Wealth Management Associate

    2 days ago

    Saint-Georges, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Georges, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **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...

  • Wealth Management Associate Professional

    1 month ago

    Saint-Jérôme, Quebec, Canada National Bank Full time

    About UsNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.Our team is committed to providing exceptional client experiences, and we're seeking a talented Assistant to join our ranks.

  • Customer Success Associate

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About UsNational Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada, serving close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches.Job SummaryWe are seeking a highly organized and customer-focused Customer Success Associate to join our dynamic team. As a key...

  • Associate

    2 months ago

    Saint-Georges, Quebec, G0M, Beauce-Sartigan, 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 specifically within the...

  • Associate

    2 months ago

    Région de Beauce (Saint-Prosper-De-Dorchester), 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 specifically within the...

  • Scotiamcleod Administrative Associate, Saint John Nb

    7 months ago

    Saint John, Canada Scotiabank Full time

    Requisition ID: 194951 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Client Relationship Associate

    1 month ago

    Région de Beauce (Saint-Prosper-De-Dorchester), Canada National Bank Full time

    We are seeking a skilled Client Relationship Associate to join our Wealth Management team at National Bank. This role offers an exciting opportunity to work in synergy with clients and colleagues, providing exceptional customer service that has a positive, long-term impact on our clients.Your Job:

  • Account Manager Commercial Banking

    1 month ago

    Saint-Hyacinthe, Canada National Bank of Canada Full time

    A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects. **Your Job**: - Identify and develop business opportunities in your...

  • Account Manager Commercial Banking

    7 months ago

    Saint-Hyacinthe, Canada National Bank of Canada Full time

    A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects. **Your Job** - Identify and develop business opportunities in your...

  • National Bank | Account Manager Commercial Banking | saint-hyacinthe, qc

    1 month ago

    saint-hyacinthe, Canada National Bank Full time

      A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects. Your Job: Identify and develop business opportunities in your...

  • Account Manager Commercial Banking

    1 month ago

    Saint-Hyacinthe, Canada National Bank Full time

      A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects. Your Job: Identify and develop business opportunities in your...

  • Customer Experience Associate Temporary

    1 day ago

    Saint-Lambert, Canada Scotiabank Full time

    Requisition ID: 146969 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Customer Experience Associate Saint-lambert

    6 days ago

    Saint-Lambert, Canada Scotiabank Full time

    Requisition ID: 166714 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...