Associate (Hybrid) - Wealth Management
4 weeks ago
We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service to our clients.
Key Responsibilities- Provide exceptional customer service to clients, both in-person and remotely
- Ensure effective communication between clients, advisors, and internal stakeholders
- Analyze client accounts to identify opportunities for growth and development
- Coordinate advisors' schedules and prepare for client meetings
- Ensure compliance with regulatory requirements and risk management policies
National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. Our team of close to 1,000 investment advisors manages the assets of over 400,000 clients. As an Associate, you will work closely with a wealth advisor to deliver an exceptional client experience.
What We OfferWe are committed to providing a flexible and supportive work environment that allows you to achieve a healthy work-life balance. Our hybrid work model offers the flexibility to work from home or in the office, and we provide a range of benefits to support your well-being and that of your family.
Requirements- College diploma in a related field
- At least one year of relevant experience in a related field, such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suite
- Strong organizational and priority management skills
We offer a comprehensive range of benefits to support your well-being and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
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Associate (Hybrid) - Wealth Management
4 weeks ago
Shawinigan, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, responding to their...
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Associate (Hybrid) - Wealth Management
4 weeks ago
Shawinigan, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, responding to their...
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Wealth Management Associate
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Shawinigan, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their business goals.Key ResponsibilitiesProvide exceptional client service and support...
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Wealth Management Associate
1 month ago
Shawinigan, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their business goals.Key ResponsibilitiesProvide exceptional client service and support...
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Senior Operations Agent
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