Wealth Associate
3 weeks ago
We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.
Key Responsibilities- Support investment advisors in delivering superior customer service and respond to client requests in a timely and professional manner.
- Perform routine operations related to financial transactions, including purchases and sales of securities, and ensure accurate transaction adjustments.
- Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and maintain diligent follow-up.
- Analyze, open, and update client files to ensure accurate and up-to-date information.
- Produce portfolio management reports to help clients make informed investment decisions.
- Manage client files by scheduling appointments, preparing client meetings, and ensuring adherence to compliance and risk management rules.
National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a network of close to 1,000 investment advisors serving over 400,000 clients across 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging your skills and expertise to drive success.
What We Offer- A hybrid work model that balances remote and in-office work to support work-life balance.
- Flexible work arrangements to help you achieve your goals and priorities.
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
- Opportunities to grow and develop your skills through training and professional development programs.
- Completed college and/or university diploma in a related field.
- Two years of relevant experience in the banking, 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.
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Wealth Associate
1 month ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to our wealth advisors.About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Associate. In this role, you will be responsible for...
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Wealth Associate
1 month ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to our wealth advisors.About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Associate. In this role, you will be responsible for...
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Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to our wealth advisors.About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Associate. In this role, you will be responsible for...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to our wealth advisors.About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Associate. In this role, you will be responsible for...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to our wealth advisors.About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Associate. In this role, you will be responsible for...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to our wealth advisors.About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Associate. In this role, you will be responsible for...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateAt National Bank, we're seeking a highly skilled and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in providing superior customer...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateAt National Bank, we're seeking a highly skilled and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in providing superior customer...
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Wealth Associate
1 month ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in providing superior customer service and meet client...
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Wealth Associate
1 month ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in providing superior customer service and meet client...
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Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, ensuring a positive and long-term impact on our clients.Your...
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Wealth Associate
2 months ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...
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Wealth Associate
2 months ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...
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Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, ensuring a positive and long-term impact on our clients.Your...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
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Wealth Associate
2 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
