Wealth Associate

6 days ago

Vald'Or, Quebec, Canada NBC Full time

About the Role:

We are seeking a highly motivated and detail-oriented Wealth Associate to join our team at NBC. As a Wealth Associate, you will play a key role in supporting clients throughout their financial journey, helping them achieve their long-term goals and building strong, trust-based relationships.

Key Responsibilities:

  • Client Support: Provide exceptional support to clients, understanding their financial needs and goals, and developing tailored solutions to meet their objectives.
  • Portfolio Management: Collaborate with clients to develop and implement investment strategies, ensuring their portfolios are aligned with their risk tolerance and financial goals.
  • Relationship Building: Foster strong relationships with clients, understanding their needs and preferences, and providing proactive advice to help them achieve their financial objectives.
  • Team Collaboration: Work closely with our team of investment specialists, financial advisors, and other stakeholders to ensure seamless client service and support.

What We Offer:

  • Competitive Compensation: A competitive salary and bonus structure, reflecting your value to our team and clients.
  • Professional Development: Opportunities for training, mentorship, and professional growth, helping you develop your skills and expertise.
  • Flexible Work Arrangements: A hybrid work model, allowing you to balance your work and personal life, with flexible scheduling and remote work options.
  • Benefits Package: A comprehensive benefits package, including health and wellness programs, flexible group insurance, and employee assistance programs.

Requirements:

  • Education: Completion of the Canadian Securities Course (or equivalent) and Conduct and Practices Handbook Course.
  • Experience: 2+ years of experience in a related field, with a proven track record of success in client support and portfolio management.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Why NBC:

We are a dynamic and inclusive organization, committed to making a positive impact on our clients' lives. Our core values of partnership, agility, and empowerment inspire us to deliver exceptional service and support to our clients and colleagues. If you are a motivated and detail-oriented individual, passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

  • Wealth Management Associate

    3 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    {"title": "Wealth Management Associate", "content": "Unlock Your Potential as a Wealth Management AssociateAt National Bank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Associate, you'll play a key role in supporting our clients throughout their life events, providing expert guidance and personalized service...

  • Wealth Management Associate

    2 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    {"title": "Wealth Management Associate", "content": "Unlock Your Potential as a Wealth Management AssociateAt National Bank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Associate, you'll play a key role in supporting our clients throughout their life events, providing expert guidance and personalized service...

  • Wealth Associate

    3 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients throughout their financial journey, helping them achieve their goals and build long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing...

  • Wealth Associate

    2 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients throughout their financial journey, helping them achieve their goals and build long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing...

  • Wealth Management Associate

    2 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Diligently and attentively support and manage your...

  • Wealth Management Associate

    1 week ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding...

  • Wealth Management Associate

    1 week ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding...

  • Wealth Management Associate

    2 days ago

    Val-d'Or, Quebec, Canada NBC Full time

    {"h1": "Unlock Your Potential as a Wealth Associate at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a key role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key Responsibilities:* Manage a portfolio...

  • Wealth Management Associate

    2 days ago

    Val-d'Or, Quebec, Canada NBC Full time

    {"h1": "Unlock Your Potential as a Wealth Associate at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a key role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key Responsibilities:* Manage a portfolio...

  • Wealth Management Associate

    1 week ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting clients in achieving their financial goals.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding their...

  • Wealth Management Associate

    1 week ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting clients in achieving their financial goals.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding their...

  • Wealth Management Professional

    7 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and results-driven Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting clients throughout their life events, helping them achieve their financial goals, and building long-term relationships.Key ResponsibilitiesSupport clients in achieving their...

  • Wealth Management Professional

    7 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and results-driven Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting clients throughout their life events, helping them achieve their financial goals, and building long-term relationships.Key ResponsibilitiesSupport clients in achieving their...

  • Wealth Management Professional

    3 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing personalized...

  • Wealth Management Professional

    3 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing personalized...

  • Wealth Management Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Position Overview:As a Wealth Management Associate at National Bank, you will harness your entrepreneurial spirit to make a significant impact on clients' financial journeys. This role is pivotal in supporting clients through various life events, guiding them towards achieving their financial aspirations while fostering long-term, trust-based...

  • Wealth Management Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Position Overview:The role of a Wealth Management Associate at National Bank is an opportunity to leverage your entrepreneurial mindset while making a significant impact on clients' financial journeys. In this position, you will assist clients through various life events, guiding them towards achieving their financial aspirations and fostering long-term,...

  • Associate Portfolio Manager

    7 days ago

    Val-d'Or, Quebec, Canada Banque Nationale Full time

    About the RoleAs an Associate Portfolio Manager at Banque Nationale, you will have the opportunity to leverage your entrepreneurial spirit to drive business growth and deliver exceptional client experiences.Key ResponsibilitiesDevelop and implement tailored investment strategies to meet client objectivesProvide expert guidance on portfolio management and...

  • Associate Portfolio Manager

    7 days ago

    Val-d'Or, Quebec, Canada Banque Nationale Full time

    About the RoleAs an Associate Portfolio Manager at Banque Nationale, you will have the opportunity to leverage your entrepreneurial spirit to drive business growth and deliver exceptional client experiences.Key ResponsibilitiesDevelop and implement tailored investment strategies to meet client objectivesProvide expert guidance on portfolio management and...

  • Customer Experience Associate

    3 months ago

    Val Caron, Canada Scotiabank Full time

    Requisition ID: 181614 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Customer Experience Lead

    2 months ago

    Val Caron, Canada Scotiabank Full time

    Requisition ID: 177848 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Customer Experience Leads are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our customers first, and our priority is to help them achieve...