Wealth Management Associate

2 months ago

Kirkland, 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.

**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
- 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

    3 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateAt National Bank, we're seeking a highly skilled and motivated Wealth Management Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in providing exceptional client service and supporting our investment advisors in achieving their goals.Your Responsibilities:Support...

  • Wealth Management Associate

    4 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take the first step towards a rewarding career in financial services. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our investment advisors in delivering outstanding results.Your...

  • Wealth Management Associate

    4 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take the first step towards a rewarding career in financial services. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our investment advisors in delivering outstanding results.Your...

  • Wealth Management Associate

    1 month ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take the first step towards a rewarding career in financial services. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our investment advisors in delivering outstanding results.Your...

  • Wealth Management Associate

    1 month ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take the first step towards a rewarding career in financial services. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our investment advisors in delivering outstanding results.Your...

  • Wealth Management Associate

    2 weeks ago

    Kirkland, Canada National Bank Full time

    ### Job SummaryAs a Wealth Management Associate at National Bank, you will play a vital role in supporting investment advisors in providing exceptional customer service to clients. Your primary responsibilities will include assisting advisors in meeting client requests, carrying out routine financial transactions, and ensuring compliance with regulatory...

  • Wealth Management Associate

    3 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take the first step towards a rewarding career in financial services. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our investment advisors in delivering outstanding results.Your...

  • Wealth Management Associate

    3 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take the first step towards a rewarding career in financial services. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our investment advisors in delivering outstanding results.Your...

  • Wealth Management Associate

    2 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJob Summary:We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a Wealth Management Associate, you will play a key role in supporting our investment advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment...

  • Wealth Management Associate

    3 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting our investment advisors in their daily activities.Key ResponsibilitiesProvide superior customer...

  • Wealth Management Associate

    3 weeks ago

    Kirkland, Quebec, Canada National Bank Full time

    Job Summary: As a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the day-to-day operations of financial transactions, including purchases and sales of securities, and ensure diligent follow-up on...

  • Wealth Associate

    5 months ago

    Kirkland, 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...

  • Wealth Associate

    5 months ago

    Kirkland, 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...

  • Wealth Management Associate

    2 months ago

    Kirkland, Canada National Bank 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. Your job: Support investment advisors in...

  • Wealth Management Professional

    1 month ago

    Kirkland, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting investment advisors in providing exceptional customer service and helping them achieve their goals.Key ResponsibilitiesSupport Investment...

  • Wealth Management Professional

    1 month ago

    Kirkland, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting investment advisors in providing exceptional customer service and helping them achieve their goals.Key ResponsibilitiesSupport Investment...

  • Wealth Management Professional

    1 month ago

    Kirkland, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting investment advisors in providing exceptional customer service and helping them achieve their goals.Key ResponsibilitiesSupport Investment...

  • Wealth Management Professional

    1 month ago

    Kirkland, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting investment advisors in providing exceptional customer service and helping them achieve their goals.Key ResponsibilitiesSupport Investment...

  • Wealth Management Associate

    2 months ago

    Kirkland, Canada National Bank Full time

    Attendance Hybrid Job number 22495 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Feb-2024 Location: Kirkland, Quebec City Kirkland Province/State Quebec Area of Interest: Wealth management A career as a Wealth Management Associate at National Bank is a job where you can...

  • Wealth Management Associate

    2 months ago

    Kirkland, Quebec, H9G, Montréal, Canada National Bank 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. Your job: Support investment advisors in...