Associate - Wealth Management
1 week ago
We are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.
Key Responsibilities- Provide exceptional client service and support to financial advisors in delivering investment solutions.
- Process financial transactions, including buying and selling securities, and ensure accurate record-keeping.
- Manage client portfolios, including opening and maintaining client files, and producing regular portfolio reports.
- Assist in the preparation of client meetings and events, and provide administrative support as needed.
- Ensure compliance with regulatory requirements and internal policies.
Our Wealth Management team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional client service and building long-term relationships. As an Associate, you will work closely with our financial advisors and other team members to achieve our goals and objectives.
What We Offer- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- Flexible work arrangements and a healthy work-life balance.
- Diploma in a related field, such as finance or business.
- 2 years of experience in a related field, such as banking or finance.
- Strong knowledge of financial software and systems.
- Excellent communication and interpersonal skills.
-
Wealth Management Associate
3 days ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in their business development.Key ResponsibilitiesClient Communication: Ensure...
-
Wealth Management Associate
3 days ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in their business development.Key ResponsibilitiesClient Communication: Ensure...
-
Wealth Management Associate
1 week ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective communication between...
-
Wealth Management Associate
7 days ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective communication between...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeBecome an integral part of the Wealth Management division at Banque Nationale du Canada as a Wealth Management Associate, where your skills in collaboration and client relations will shine. In this position, you will support wealth advisors in delivering exceptional service that significantly enhances client satisfaction. Facilitate effective communication...
-
Associate - Wealth Management
3 days ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.Key ResponsibilitiesAssist financial advisors in delivering...
-
Associate - Wealth Management
3 days ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.Key ResponsibilitiesAssist financial advisors in delivering...
-
Wealth Management Associate
2 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeJob Title: Wealth Management AssociateCompany: Banque NationaleAbout the Role:We are seeking a highly skilled and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a key member of our Wealth Management division, you will play a vital role in supporting our investment advisors in delivering exceptional customer service and...
-
Wealth Management Associate Program
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution with a strong presence in over 50 countries. As a global bank, we offer a wide range of financial services and products to our clients. Our team is comprised of talented and dedicated individuals who are passionate about making a difference in the lives of our customers.Our CultureWe value...
-
Wealth Management Associate Program
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution with a strong presence in over 50 countries. As a global bank, we offer a wide range of financial services and products to our clients. Our team is comprised of talented and dedicated individuals who are passionate about making a difference in the lives of our customers.Our CultureWe value...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada Bank of Montreal Full timeWealth Management AssociateAs a key member of our team, the Wealth Management Associate plays a vital role in supporting the Private Banking sector at BMO Private Wealth. This position is designed to enhance the client experience by providing exceptional service and support to our private banking clientele.Key Responsibilities:Collaborate closely with...
-
Sales Associate
3 days ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the Role:We are seeking a highly motivated and organized Sales Associate to join our team at Aviso Wealth. As a Sales Associate, you will play a key role in supporting our sales team in achieving their targets and providing exceptional customer service to our clients.Key Responsibilities:Assist in scheduling and confirming meetings with Investment...
-
Sales Associate
4 days ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the Role:We are seeking a highly motivated and organized Sales Associate to join our team at Aviso Wealth. As a Sales Associate, you will play a key role in supporting our sales team in achieving their targets and providing exceptional customer service to our clients.Key Responsibilities:Assist in scheduling and confirming meetings with Investment...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeAt Société Financière Manuvie, we are dedicated to enhancing the financial well-being of our clients and employees globally. Our commitment to sustainability and community engagement reflects our core values. We believe that when our team members are healthy, respected, and challenged, we all succeed together. Explore how you can advance your career and...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada NBC Full timeArea of Interest: Wealth Management As an Associate within the Wealth Management division at NBC, you will have the chance to demonstrate your ability to collaborate effectively with clients and team members. In this position, you will assist investment advisors in delivering outstanding customer service that fosters a positive, lasting influence on our...
-
Business Development Associate
7 days ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the Opportunity:Aviso Wealth is seeking a highly motivated and organized Sales Associate to join our NEI Sales team. As a Sales Associate, you will play a key role in assisting the team in achieving sales targets within the defined sales territory.Key Responsibilities:Booking meetings and events to support the sales teamCoordinating with compliance to...
-
Business Development Associate
1 week ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the Opportunity:Aviso Wealth is seeking a highly motivated and organized Sales Associate to join our NEI Sales team. As a Sales Associate, you will play a key role in assisting the team in achieving sales targets within the defined sales territory.Key Responsibilities:Booking meetings and events to support the sales teamCoordinating with compliance to...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeAt Société Financière Manuvie, we are dedicated to simplifying financial decisions and enhancing the lives of our clients and colleagues globally. Our commitment to sustainability and community engagement reflects our core values, which guide our operations. We believe that when our team members are healthy, respected, and meaningfully challenged, we all...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeAt Société Financière Manuvie, we are dedicated to enhancing the financial well-being of our clients and colleagues globally. Our commitment to values drives our operations, from environmental initiatives to community support. We believe that when our team members are healthy, respected, and challenged, we all succeed together. Explore how you can advance...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada NBC Full timeArea of Interest: Wealth Management As an Associate within the Wealth Management division at NBC, you will have the chance to demonstrate your ability to collaborate effectively with clients and team members. In this position, you will assist investment advisors in delivering outstanding customer service that fosters a positive, lasting influence on our...