Associate (On-Site) - Wealth Management

4 weeks ago

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

We are seeking a highly skilled and motivated Associate to join our Wealth Management team on an on-site basis. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service to our clients.

Key Responsibilities
  • Ensure effective communication between clients, advisors, and various collaborators
  • Provide superior customer service in person, on the phone, and via email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors' agendas, schedule appointments, and prepare client 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 close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As an Associate, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging collaboration and partnership to drive success.

What We Offer

We are committed to providing a flexible and supportive work environment that allows you to achieve a healthy work-life balance. Our benefits package includes a hybrid work model, flexible leave arrangements, and a range of wellness programs to support your overall well-being.

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

Benefits

We offer a comprehensive benefits package, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan, among others.

  • Associate (On-Site) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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 providing exceptional customer service to our clients and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between clients,...

  • Associate (On-Site) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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 providing exceptional customer service to our clients and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between clients,...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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.Key Responsibilities:Provide exceptional customer service to clients, both in person and over the phoneAssist wealth...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we are seeking a highly motivated and detail-oriented Associate in Wealth Management to join our team. As an Associate in Wealth Management, you will play a key role in supporting our investment advisors in delivering exceptional client service.Key Responsibilities:Ensure effective communication...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job SummaryWe 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 helping them stand out in the market.Key ResponsibilitiesEnsure seamless communication between clients, advisors, and...

  • Associate - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Associate - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Wealth Management Associate

    3 weeks ago

    Montreal, 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 an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service to our clients.Key Responsibilities:Ensure effective communication between clients, advisors, and various...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Wealth Management Associate

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryAs a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved.Key Responsibilities:Ensure seamless communication between...

  • Wealth Management Associate Program

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Wealth Management Associate ProgramScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and financial planning skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop core...

  • Wealth Management Associate Program

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Wealth Management Associate ProgramScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and financial planning skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop core...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Associate (Hybrid) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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, ensuring timely and...

  • Associate (Hybrid) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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, ensuring timely and...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJob Summary:We are seeking a highly motivated and experienced Wealth Management Associate to join our team at National Bank. As a Wealth Management Associate, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Support the Private Banker and/or...