Wealth Management Associate

4 days ago


Saguenay, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting our wealth advisors in their business development.

Key Responsibilities
  • Provide superior customer service to clients, ensuring effective communication and a positive experience.
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development.
  • Coordinate advisors' agendas, schedule appointments, and prepare clients meetings.
  • Ensure adherence to compliance and risk management rules.
About Our Team

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in the market. Our team is dedicated to delivering exceptional client service and supporting our wealth advisors in their business development.

What We Offer

We offer a dynamic work environment, competitive compensation, and a wide range of benefits to support your wellbeing and that of your family. Our team is committed to fostering a positive employee experience and encourages regular feedback and communication.

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.
  • Organizational and priority management skills.
Language

French



  • Saguenay, Quebec, Canada National Bank of Canada Full time

    A position as an Associate within the Wealth Management division at National Bank offers a unique opportunity to demonstrate your skills in collaboration with clients and team members. In this capacity, you will assist wealth advisors in delivering outstanding service that positively influences our clients over the long term. Specifically, you will be part...


  • Saguenay, Quebec, Canada National Bank of Canada Full time

    A position as an Associate within the Wealth Management division at National Bank offers a unique opportunity to demonstrate your ability to collaborate effectively with clients and team members. In this capacity, you will assist wealth advisors in delivering outstanding service that fosters a positive and lasting influence on our clientele. Specifically,...


  • Saguenay, Quebec, Canada National Bank of Canada Full time

    A position as an Associate within the Wealth Management division at National Bank of Canada presents an excellent opportunity to demonstrate your capacity for collaboration with clients and team members. In this capacity, you will assist wealth advisors in delivering outstanding service that fosters a positive, enduring relationship with our clients....

  • Financial Planner

    1 week ago


    Saguenay, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct in-depth financial...

  • Financial Planner

    1 week ago


    Saguenay, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct in-depth financial...

  • Financial Planner

    6 days ago


    Saguenay, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Conduct comprehensive financial planning and analysis to identify clients' financial...

  • Financial Planner

    6 days ago


    Saguenay, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Conduct comprehensive financial planning and analysis to identify clients' financial...


  • Saguenay, Quebec, Canada National Bank Full time

    Position Overview: As a Financial Services Associate at National Bank, you will have the opportunity to demonstrate your skills in collaborating effectively with clients and team members. This role is pivotal in assisting wealth advisors to deliver outstanding service that fosters long-term relationships with our clients. Key Responsibilities: Assist...


  • Saguenay, Quebec, Canada National Bank Full time

    Position Overview: A role as a Financial Services Associate at National Bank offers an opportunity to demonstrate your ability to collaborate effectively with clients and team members. In this position, you will assist wealth advisors in delivering outstanding customer service that fosters long-term relationships with clients, particularly within the...


  • Saguenay, Quebec, Canada National Bank Full time

    Position Overview: As a Wealth Associate at National Bank, you will play a crucial role in enhancing the client experience by collaborating effectively with both clients and team members. This position is designed for individuals who excel in delivering outstanding service and are committed to fostering long-term relationships with clients. Key...

  • Financial Planner

    3 days ago


    Saguenay, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial goals and objectivesDevelop and implement...

  • Financial Planner

    3 days ago


    Saguenay, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial goals and objectivesDevelop and implement...

  • Sales Associate

    1 week ago


    Saguenay, Quebec, Canada Archambault Full time

    Archambault, a leading cultural institution in Quebec, is seeking a Sales Associate - Musical Instruments to join their team in the Chicoutimi region.Job SummaryWe are looking for a highly motivated and customer-focused individual to join our sales team. As a Sales Associate - Musical Instruments, you will be responsible for providing exceptional customer...

  • Sales Associate

    1 week ago


    Saguenay, Quebec, Canada Archambault Full time

    Archambault, a leading cultural institution in Quebec, is seeking a Sales Associate - Musical Instruments to join their team in the Chicoutimi region.Job SummaryWe are looking for a highly motivated and customer-focused individual to join our sales team. As a Sales Associate - Musical Instruments, you will be responsible for providing exceptional customer...


  • Saguenay, Quebec, Canada Lids Full time

    Drive Sales and Customer SatisfactionAs a Retail Sales Associate at LIDS, you'll play a key role in creating a positive shopping experience for our customers while achieving sales goals. Your passion for customer service and product knowledge will be essential to helping customers find the perfect headwear to express their individual style.Your...


  • Saguenay, Quebec, Canada Archambault Full time

    Archambault is a leading retailer in the cultural sector within Quebec, boasting a network of 14 stores across the province. They are on the lookout for a Sales Associate for Musical Instruments in the greater Chicoutimi region.Position OverviewDeliver exceptional customer service in alignment with established service standards;Organize and display...


  • Saguenay, Quebec, Canada Metro Full time

    Position Title: Seafood Sales Associate - Part-time with Full AvailabilityEmployment Type: PermanentCompany: Alimentation Isabelle Genier Inc. - Metro ChicoutimiLocation: Chicoutimi, QCJob Status: Part-timeShifts: Day and WeekendPosition Overview:Receive and manage inventory of seafood and related products as directed by the department leadership.Package,...


  • Saguenay, Quebec, Canada Metro Full time

    Position Title: Seafood Sales Associate - Part-time with Full AvailabilityEmployment Type: PermanentCompany: Alimentation Isabelle Genier Inc. - Metro ChicoutimiLocation: Chicoutimi, QCJob Status: Part-timeWork Schedule: Daytime and Weekend ShiftsPosition Overview:Receive and manage inventory of seafood and related products as directed by the department...


  • Saguenay, Quebec, Canada Westburne Full time

    About WestburneWestburne is a leading provider of energy solutions, renewable energy, lighting, cabling, automation, and connected network solutions in the Canadian market. Our company culture is built on the importance of human relationships, long-term partnerships, and community development. We are committed to hiring passionate and motivated professionals...


  • Saguenay, Quebec, Canada Westburne Full time

    About WestburneWestburne is a leading provider of energy solutions, renewable energy, lighting, cabling, automation, and connected network solutions in the Canadian market. Our company culture is built on the importance of human relationships, long-term partnerships, and community development. We are committed to hiring passionate and motivated professionals...