Wealth Management Associate

5 months ago


Rimouski, 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 Group.

**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


  • Accounting Associate

    2 weeks ago


    Rimouski, Canada IGA Full time

    Accounting Associate Job DescriptionAt IGA, we are looking for an Accounting Associate to join our team. As an accounting associate, you will be responsible for ensuring proper accounting management of the store. This includes ensuring the validity of data and performing various accounting tasks.Responsibilities:Ensure proper accounting management of the...

  • Front Desk Associate

    1 month ago


    Rimouski, Quebec, Canada beBee Professionals Full time $30,000 - $40,000

    beBee Professionals is seeking a friendly and professional Front Desk Associate to provide exceptional support to our clients and team members. As a key member of our front office, you will be responsible for greeting visitors, managing incoming calls, and performing various administrative tasks to ensure seamless office operations.Key Responsibilities:Greet...


  • Rimouski, 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...


  • Rimouski, Quebec, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Retail Sales Associate to join our team at beBee Professionals in Rimouski. As a key member of our sales team, you will be responsible for managing customer transactions, providing excellent customer service, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and handle cash, credit,...


  • Rimouski, Quebec, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals is seeking a skilled Facilities Maintenance Associate to join our team in Rimouski, Canada. In this role, you will be responsible for:Ensuring the cleanliness and organization of our facilities.Dusting, mopping, and vacuuming floors.Sanitizing surfaces and restocking supplies.Reporting any maintenance issues or safety hazards.Following...


  • Rimouski, Quebec, Canada beBee Professionals Full time $45,000 - $65,000

    Job Title: Sales SupervisorbeBee Professionals in Rimouski is seeking an experienced Sales Supervisor to lead our sales team and drive the performance of our retail store.Key Responsibilities:Oversee daily sales operations and ensure the team delivers top-notch customer service.Provide training and coaching to sales associates to enhance their skills and...


  • Rimouski, Canada Desjardins Full time

    As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of members and clients. You are responsible for the strategic and operational management of a team dedicated to selling financial products and services in a specific...

  • Associé, Cosmétiques

    6 months ago


    Rimouski, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Cosmetics Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Cosmetics Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the salesfloor. This Associate is a total loss champion, protecting company...


  • Rimouski, Canada Walmart Canada Full time

    **Position Summary... **:Working as an Overnight Lead at Walmart Canada is a great way to gain valuable experience in the retail industry. A Lead Department Manager - Overnights leads a team by adhering to the basic beliefs and values of Walmart. This team has accountability to stock shelves, set up displays, and ensure that the store is always...


  • Rimouski, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Customer Service Manager at Walmart Canada is a great way to develop your skills in the retail industry. A Customer Service Manager coordinates front end operations to provide exceptional customer service to ensure a positive shopping experience and customer loyalty. This role is also accountable for maintaining...


  • Rimouski, Canada Walmart Canada Full time

    **Position Summary... **:To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty. **What you'll do...**: Our Customer Experience associates interact with every single one of our customers, acting as the warm smile and the helping hand that we pride ourselves on...

  • Cashier

    4 weeks ago


    Rimouski, Canada Walmart Canada Full time

    **Job Title:** Retail Sales Associate.**Company:** Walmart.A retail sales associate is responsible for providing exceptional customer service, processing transactions, and promoting company sponsor programs to ensure a positive shopping experience and drive customer loyalty.Key responsibilities include:Greeting customers in a polite and friendly...


  • Rimouski, Canada Walmart Canada Full time

    **Position Summary... **:Working as an Overnight Lead at Walmart Canada is a great way to gain valuable experience in the retail industry. A Lead Department Manager - Overnights leads a team by adhering to the basic beliefs and values of Walmart. This team has accountability to stock shelves, set up displays, and ensure that the store is always...

  • Sales Associate

    5 months ago


    Rimouski, Canada Boutique La Vie En Rose Full time

    Join a diverse and talented team For years now, we’ve been designing lingerie and swimwear for everyday living. Why do we do what we do? Because we want women around the world to look and feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving environment. We’re a proudly local company...

  • Sales Associate

    5 months ago


    Rimouski, Canada Boutique La Vie En Rose Full time

    Join a diverse and talented team For years now, we’ve been designing lingerie and swimwear for everyday living. Why do we do what we do? Because we want women around the world to look and feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving environment. We’re a proudly local company...

  • 3rd Key

    6 months ago


    Rimouski, Canada Lids Full time

    **About Our Company**: **General Position Summary**: Generate Sales - Produce sales gains, by providing customer service. - To meet or exceed Company Objectives in all individual statistics. - Learn to provide consistent, documented appraisal of an associate’s sales performance. Provide support by giving feedback on areas of strength and opportunity while...

  • Project Coordinator

    4 weeks ago


    Rimouski, Canada Guillevin International Full time

    Job Title: Project CoordinatorJob Summary:We are seeking a highly skilled Project Coordinator to join our team at Guillevin International. As a Project Coordinator, you will be responsible for providing contractors with accurate estimates and working with key suppliers and other internal associates to provide the right products at the right time in the right...


  • Rimouski, Quebec, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a highly motivated and customer-focused Sales Associate to join our team at beBee Professionals in Rimouski, Canada.Key Responsibilities:Provide exceptional customer service and assist customers with their purchases.Maintain a thorough knowledge of products and promotions to offer accurate information and recommendations.Process transactions...


  • Rimouski, Quebec, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a highly motivated and customer-focused Sales Associate to join our team at beBee Professionals in Rimouski, Canada.Key Responsibilities:Provide exceptional customer service and assist customers with their purchases.Maintain a thorough knowledge of products and promotions to offer accurate information and recommendations.Process transactions...


  • Rimouski, Canada BGIS Full time

    Company OverviewBGIS is a leading provider of customized facility management and real estate services. With over 6,500 team members globally, we focus on enabling innovation through our services while seeking new opportunities for our clients' businesses. Our portfolio includes managing over 320 million square feet across 30,000+ locations in North America,...