Wealth Associate
4 weeks ago
At 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 service and meet client requests
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
- Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
- Analyze and update client files, and produce portfolio management reports
- Ensure adherence to compliance and risk management rules
Our Wealth Management team is a dynamic and collaborative environment where you will work closely with a wealth advisor to deliver exceptional client experiences. We're committed to fostering a positive employee experience and offer a range of benefits and perks to support your well-being and career growth.
What We Offer:- Competitive compensation and benefits package
- Flexible work arrangements, including hybrid remote and in-office work model
- Opportunities for professional development and career advancement
- Collaborative and inclusive work environment
- Access to cutting-edge technology and tools
- 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...
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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
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
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...
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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...
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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
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...
-
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
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
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
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...
-
Wealth Associate
3 weeks 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 delivering superior customer service and respond to client...
-
Wealth Associate
3 weeks 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 delivering superior customer service and respond to client...
