Private Wealth Associate

4 days ago

Quebec City, Canada National Bank of Canada Full time

**Primary Locations**:Québec, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who operate within its parent bank's branch network and in its full-service broderage subsidiary.

Private Banking 1859 is moving ahead with its expansion plans in Western Canada, opening new offices in many locations. To develop this high-growth market and stand out from the competition, this division is building a team of truly passionate professionals who are committed to going the extra mile to offer unparalleled servcie to their distinctive clientele. Our business model is designed as a complete, integrated offering, and at its heart is the relationship between you and your client.

This position reports to the Associate Vice-President - Private Banking 1859 and is based in xxx.

Your main challenges
- Assist Private Advisors with the administrative tasks related to managing wealthy clients' accounts
- Provide high quality customer service
- Open and update client files in accodance with the time frames required by law
- Prepare for client meetings
- Be the administrative link between the different operational departments
- Perform administrative tasks such as sending cheques to clients, making withdrawals, and following up on incoming and outgoing transfers
- Prepare tables, memos, letters and other types of documents
- Help prepare portfolio analyses and/or financial planning
- Act as a contact person for clients regarding the firm's products, procedures and policies
- Participate actively in administrative activities related to the team's business development
- Keep up-to-date on financial markets

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.

Competencies required:

- College diploma and two years' relevant experience
- Office administration studies, an asset
- Customer service experience
- Completed Canadian Securities Course and Conduct and Practices Handbook Course
- Knowledge of Word and Excel
- Knowledge of Creosus, an asset
- Ability to learn how to use IT systems quickly
- Good team skills
- Good organizational skills
- Ability to work under pressure
- Autonomy, initiative and discipline
- Bilingualism (spoken/written) French and English

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?

  • Private Wealth Advisor

    2 days ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

  • Wealth Associate, PIC, Montreal

    2 days ago

    Montreal,Quebec, Canada Scotiabank Full time

    Requisition ID: 216820 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are looking for a mobile Wealth Associate for our Montreal office. The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be...

  • 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 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 Gaudreau Team. **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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within de team Gagné Grenier. **Your...

  • Wealth Associate

    3 weeks ago

    Quebec City, Quebec, Québec, Canada National Bank 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 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, Paul Frederic Wealth...

  • Wealth Associate

    3 weeks ago

    Quebec City, Canada National Bank 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 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, Paul Frederic Wealth...

  • Wealth Associate

    2 weeks ago

    Quebec City, Quebec, Québec, Canada National Bank 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within de team Gagné Grenier. Your job: ...

  • Wealth Associate

    3 weeks ago

    Quebec City, Canada National Bank 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within de team Gagné Grenier. Your job:...

  • Wealth Associate

    3 weeks ago

    Quebec City, Canada National Bank 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within de team Gagné Grenier. Your job: ...

  • Private Banking Officer, Sales

    2 weeks ago

    Quebec City, Canada BMO Financial Group Full time

    Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to...

  • Cibc - Private Banking Associate - Québec

    4 days ago

    Quebec City, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • 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 precisely within the team, Khalil Consulting...

  • High Salary: Wealth Associate

    2 weeks ago

    Quebec City, Canada National Bank 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within de team Gagné Grenier. Your job:...

  • Associate Private Wealth, Jarislowsky Fraser

    2 days ago

    Montreal,Quebec, Canada Scotiabank Full time

    Requisition ID: 219897 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Founded in 1955, Jarislowsky, Fraser Limited is an investment management firm with almost 70 years of experience conducting...

  • Wealth Management Associate

    3 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

    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

    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...

  • Private Banker

    6 days ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier VILLE DE QUEBEC Quebec,G1V 0B9 Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction....

  • Associate in Wealth Management

    3 weeks 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. Your job: Ensure effective...