Associate - Wealth Management Team Member
1 week ago
A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to demonstrate your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your Key Responsibilities- Client Communication: Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Customer Service: Provide superior customer service in person, on the phone, and by email
- Account Analysis: Analyze client accounts to prepare for activities that support wealth advisors in their business development
- Transaction Management: Diligently carry out transactions related to investment accounts
- Client File Management: Open and update client files
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
- Compliance and Risk Management: Ensure adherence to compliance and risk management rules
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
What We Offer- Flexible Work Arrangements: We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
- Competitive Benefits: In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Education: College diploma in a related field
- Experience: At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Skills: Good knowledge of the Microsoft Office suite, Organizational and priority management skills
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Associate - Wealth Management Team Member
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Associate - Wealth Management Team Member
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Québec, 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 driving business growth.Key ResponsibilitiesClient Service: Provide top-notch customer service to clients,...
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Wealth Services Coordinator, Multilingual
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Québec, Quebec, Canada National Bank Full timeAbout the Role:We 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 Responsibilities:Ensure seamless communication between clients, advisors, and...
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Québec, Quebec, Canada National Bank Full timeJob Summary:We 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 Responsibilities:Ensure seamless communication between clients, advisors, and internal...
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Wealth Management Associate
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Québec, Quebec, Canada National Bank Full timeAbout the Role:We 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 Responsibilities:Ensure seamless communication between clients, advisors, and...
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Québec, Quebec, Canada National Bank Full timeAbout the RoleA career as an Associate in the Wealth Management team at National Bank will give you the opportunity to demonstrate your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your Key...
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Wealth Management Associate
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Québec, Quebec, Canada National Bank Full timeAbout the RoleA career as an Associate in the Wealth Management team at National Bank will give you the opportunity to demonstrate your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your Key...
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Québec, Quebec, Canada National Bank Full timeAbout the RoleWe 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 client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...
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Associate (On-Site) - Wealth Management
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Québec, Quebec, Canada National Bank Full timeAbout the RoleWe 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 client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...