Wealth Associate

1 month ago

SaintGeorges, Quebec, Canada National Bank Full time
Job Title: Wealth Associate

Join National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.

Your Responsibilities:
  • Support investment advisors in providing superior customer service and meeting client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Manage client files, including deposits, withdrawals, transfers, and currency conversions
  • Analyze and update client files, and produce portfolio management reports
  • Ensure adherence to compliance and risk management rules
Your 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 in about 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to offer an exceptional client experience, collaborating and partnering to achieve success.

What We Offer:
  • A dynamic work environment with cutting-edge collaboration tools
  • A hybrid (remote and in-office) work model, flexible work schedule arrangements, and flexible leave
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
  • Opportunities to get involved in community initiatives and contribute to the well-being of our employees and their families
Requirements:
  • 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 Conduct and Practices Handbook
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills
Language:

French

Skills:

Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork

Your Benefits:

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and driving business growth.About the Role:Support investment advisors in...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their financial goals.About the Role:Support...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their financial goals.About the Role:Support...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and driving business growth.About the Role:Support investment advisors in...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management.About the RoleWe are seeking a highly motivated and detail-oriented individual to support our wealth advisors in providing exceptional customer service to our clients. As a Wealth Associate, you will play a...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management.About the RoleWe are seeking a highly motivated and detail-oriented individual to support our wealth advisors in providing exceptional customer service to our clients. As a Wealth Associate, you will play a...

  • Wealth Associate

    1 week ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Wealth Associate Job DescriptionAt National Bank, we're looking for a skilled Wealth Associate to join our team. As a Wealth Associate, you'll play a key role in providing exceptional customer service to our clients, working closely with wealth advisors to deliver tailored solutions that meet their needs.Key Responsibilities:Support investment advisors in...

  • Wealth Associate

    3 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 seamless experience for our clients.Key Responsibilities:Support investment...

  • Wealth Associate

    3 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 seamless experience for our clients.Key Responsibilities:Support investment...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 seamless experience for our clients.Key Responsibilities:Support investment...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 seamless experience for our clients.Key Responsibilities:Support investment...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 seamless experience for our clients.Your Responsibilities:Support...

  • Wealth Associate

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Key Responsibilities:Support...

  • Wealth Associate

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Key Responsibilities:Support...

  • Wealth Associate

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 Responsibilities:Support...

  • Wealth Associate

    3 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 seamless experience for our clients.Your Responsibilities:Support...

  • Wealth Associate

    3 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 seamless experience for our clients.Your Responsibilities:Support...

  • Wealth Associate

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 Responsibilities:Support...

  • Wealth Associate

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Key Responsibilities:Support...

  • Wealth Associate

    3 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Key Responsibilities:Provide superior...