Investment Services Associate

4 weeks ago

Oakville, Ontario, Canada National Bank Full time

Position Overview:

A role as a Wealth Associate at National Bank provides an opportunity to demonstrate your skills in collaborating effectively with clients and team members. In this position, you will assist wealth advisors in delivering outstanding service that fosters long-term relationships with our clients.

Key Responsibilities:

  • Assist investment advisors in delivering exceptional client service and respond promptly to client inquiries.
  • Execute routine financial operations, including the buying and selling of securities and necessary transaction modifications.
  • Process deposits, withdrawals, transfers, and currency conversions for all investment accounts while ensuring thorough follow-up.
  • Review, create, and maintain client files to ensure accuracy and completeness.
  • Generate reports for portfolio management.
  • Manage the administrative aspects of client files, including scheduling meetings and organizing agendas.
  • Ensure compliance with regulatory and risk management standards.

Team Environment:

National Bank Financial – Wealth Management is recognized as one of the leading investment brokerage firms in Canada. With nearly 1,000 investment advisors managing the assets of over 400,000 clients across numerous branches, you will collaborate closely with a wealth advisor to provide an exceptional client experience. Success in this role will be driven by teamwork and collaboration.

Work-Life Balance:

We prioritize your quality of life by offering flexible work arrangements, including a hybrid model that allows for both remote and in-office work. We also provide various scheduling options to help you maintain a healthy work/life balance.

Qualifications:

  • A completed college or university diploma in a relevant field.
  • A minimum of two years of experience in the banking, insurance, or financial sectors.
  • Completion of the Canadian Securities Course (CSC) and/or the Conduct and Practices Handbook Course.
  • Proficient in Microsoft Office applications.
  • Strong customer service abilities.

Benefits:

In addition to competitive pay, you will have access to a comprehensive range of flexible benefits designed to support your well-being and that of your family, including:

  • Health and wellness programs with multiple options.
  • Flexible group insurance plans.
  • A generous pension scheme.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities for community involvement.
  • Telemedicine services.
  • Virtual sleep clinic.

Our Commitment:

We are dedicated to creating a workplace that values people, characterized by courage, an entrepreneurial spirit, and a passion for service. Our mission is to positively impact the lives of individuals, guided by our core values of partnership, agility, and empowerment. We strive to maintain an inclusive environment that is accessible to all employees.

  • Investment Services Associate

    3 weeks ago

    Oakville, Ontario, 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 wealth advisors and providing outstanding service. This position is designed for individuals who thrive in a dynamic environment and are committed to delivering exceptional results. Key Responsibilities:...

  • Investment Advisory Associate

    4 weeks ago

    Oakville, Ontario, Canada TD Full time

    Sector: TD Wealth Management As a candidate, we encourage you to engage in open discussions with your recruiter and inquire about compensation, including the specific salary details of this role. TD Wealth Private Investment Advice (PIA) offers comprehensive brokerage services tailored for investors with significant portfolios seeking professional,...

  • Associate Investment Advisor

    7 days ago

    Oakville, Ontario, Canada TD Full time

    About the RoleThe Associate Investment Advisor is a key member of the TD Wealth Private Investment Advice team, responsible for providing exceptional client service and delivering tailored investment advice to high net worth individuals.Key ResponsibilitiesBusiness Development: Develop and execute a sales plan to attract new clients and grow existing...

  • Investment Advisor Associate

    7 days ago

    Oakville, Ontario, Canada TD Bank Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team at TD Bank. As an Investment Advisor Associate, you will play a key role in supporting our lead Investment Advisors and delivering exceptional client experiences.Key ResponsibilitiesBusiness Development: Develop and execute sales plans, coordinate...

  • Associate Investment Advisor I

    4 weeks ago

    Oakville, Ontario, Canada TD Bank Full time

    Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Department OverviewTD Wealth...

  • Investment Support Specialist

    5 days ago

    Oakville, Ontario, Canada National Bank Full time

    About 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 critical role in supporting our wealth advisors in providing exceptional customer service and helping them to stand out in the industry.Key ResponsibilitiesSupport investment advisors in providing superior...

  • Investment Support Specialist

    6 days ago

    Oakville, Ontario, Canada National Bank Full time

    About 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 critical role in supporting our wealth advisors in providing exceptional customer service and helping them to stand out in the industry.Key ResponsibilitiesSupport investment advisors in providing superior...

  • Investment Portfolio Manager

    7 days ago

    Oakville, Ontario, Canada TD Full time

    About the RoleThe Associate Investment Advisor is a key member of the TD Wealth Private Investment Advice team, responsible for providing exceptional client service and delivering tailored investment advice to high net worth individuals.Key ResponsibilitiesBusiness Development: Develop and execute a sales plan to attract new clients and grow existing...

  • Investment Financial Analyst

    4 weeks ago

    Oakville, Ontario, Canada Finivio Investments Full time

    Investment Financial AnalystType of employment: PermanentPrimary language: EnglishWork hours: 37.5 hours per weekRequired education: Bachelor's degree in Business or CommerceRelevant experience: 2-3 years in financial management or servicesKey ResponsibilitiesAssess financial risks associated with investmentsUtilize portfolio management tools...

  • Industrial Investment Manager

    7 days ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Web World IT Services Ltd. As a key member of our organization, you will play a crucial role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesPolicy Development: Develop and implement policies that support the...

  • Tax Services Associate

    4 weeks ago

    Oakville, Ontario, Canada Banque Nationale du Canada Full time

    Position Overview: As a Senior Associate in Tax Services at Banque Nationale du Canada, you will have the opportunity to demonstrate your expertise in collaborating effectively with clients and team members. Key Responsibilities: Evaluate client accounts to identify tailored business opportunities that align with their specific requirements.Ensure seamless...

  • Business Development Officer

    24 hours ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Web World IT Services Ltd. As a Business Development Officer, you will play a key role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesDevelop and Implement Business StrategiesDevelop policies to promote...

  • Business Development Officer

    22 hours ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Web World IT Services Ltd. As a Business Development Officer, you will play a key role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesPolicy DevelopmentDevelop and implement policies to promote industrial and...

  • Business Development Officer

    21 hours ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Web World IT Services Ltd. As a Business Development Officer, you will play a key role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesDevelop and Implement Business StrategiesDevelop policies to promote...

  • Business Development Officer

    18 hours ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Web World IT Services Ltd. As a Business Development Officer, you will play a key role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesPolicy DevelopmentDevelop and implement policies to promote industrial and...

  • Business Development Officer

    3 hours ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly motivated and experienced Business Development Officer to join our team at Web World IT Services Ltd. As a Business Development Officer, you will play a key role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesDevelop and Implement Business StrategiesYou will be...

  • Business Development Officer

    60 minutes ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly motivated and experienced Business Development Officer to join our team at Web World IT Services Ltd. As a Business Development Officer, you will play a key role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesDevelop and Implement Business StrategiesYou will be...

  • Senior Wealth Associate

    22 hours ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our investment advisors.Key ResponsibilitiesAnalyze clients' accounts to identify business opportunities...

  • Senior Wealth Associate

    2 days ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our investment advisors.Key ResponsibilitiesAnalyze clients' accounts to identify business opportunities...

  • Business Development Officer

    7 days ago

    Oakville, Ontario, Canada Web World IT Services Ltd Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Web World IT Services Ltd. As a key member of our commercial development team, you will play a crucial role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesDevelop and Administer Programs: Design and implement...