Wealth Management Associate

4 weeks ago

Quebec City, Canada National Bank of Canada Full time

**Primary Locations**:Québec, 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
- Bilingualism (English and French) required, as you will frequently serve clients who speak a language other than French is required depending on where the position is located

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.

  • Wealth Management Advisor

    4 days ago

    Quebec City, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...

  • Wealth Management Advisor

    5 days ago

    Quebec City, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...

  • Wealth Management Associate

    2 weeks 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...

  • Wealth Management Associate

    1 week 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

    1 month 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...

  • Wealth Associate

    2 weeks 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...

  • Wealth Associate

    3 weeks 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**: -...

  • Wealth Associate

    3 weeks 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 the team, Khalil Consulting...

  • Associate Wealth Management

    2 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 Associate

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, 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 Assistant to help us improve customer...

  • Wealth Management Associate

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, 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 Assistant to help us improve customer...

  • Wealth Management Associate

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, 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...

  • Wealth Management Associate

    1 week ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, 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...

  • Wealth Management Associate

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, 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...

  • Wealth Management Associate

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, 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...

  • Associate Investment Advisor

    1 month ago

    Dorval, Quebec, Montréal, Canada Manulife Wealth Full time

    Company DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manages over $1.3 trillion in assets. With a network of over 1,000 independent...

  • Associate Wealth Advisor

    1 week 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...

  • Private Wealth Manager

    2 months ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Bilingual Advisor, IG Wealth Connect

    1 week ago

    Québec City, Canada IG Wealth Management Full time

    POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...

  • Bilingual Advisor, IG Wealth Connect

    4 weeks ago

    Québec City, Canada IG Wealth Management Full time

    POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...