Current jobs related to Wealth Management Associate - Laval, Quebec - Banque Nationale
-
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 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
1 month 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 AssociateJob Summary:We 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 providing exceptional customer service and supporting our wealth advisors in delivering outstanding results.Key Responsibilities:Support investment advisors in providing...
-
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 team members. 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 to our clients.Your...
-
Wealth Associate
4 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
4 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 timeJob SummaryWe are seeking a highly skilled and detail-oriented 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 stand out in the industry.Key ResponsibilitiesSupport investment advisors in providing superior...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented 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 to our clients.Key ResponsibilitiesSupport investment advisors in providing superior customer service and meet...
-
Wealth Associate
4 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 providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key ResponsibilitiesSupport investment advisors in providing superior customer...
-
Wealth Associate
4 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 providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key ResponsibilitiesSupport investment advisors in providing superior customer...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob SummaryWe 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 providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities* Provide superior customer service to clients and respond to...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Summary:As a Wealth Associate at National Bank, you will play a key role in supporting wealth advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the management of client relationships, ensuring that clients receive the highest level of service and support.Key Responsibilities:* Assist wealth...
-
Wealth Management Professional
1 day ago
Laval, Quebec, Canada National Bank Full timeWealth Associate Job in Laval, QuebecAre you looking for a challenging role where you can showcase your customer service skills and work in synergy with clients and colleagues? As a Wealth Associate at National Bank, you will have the opportunity to help wealth advisors stand out by offering exceptional customer service that has a positive, long-term impact...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob DescriptionJob Title: Wealth AssociateJob Summary: We 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 providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities:Provide superior...
-
Wealth Management Assistant
1 month ago
Laval, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Assistant 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 customer service and support to our clients and investment advisors.Key ResponsibilitiesProvide superior customer service to...
-
Wealth Management Assistant
1 month ago
Laval, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Assistant 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 customer service and support to our clients and investment advisors.Key ResponsibilitiesProvide superior customer service to...
-
Laval, Quebec, Canada Croesus Full timeMarketing Strategy and PlanningCroesus is seeking a Marketing Advisor to lead our marketing efforts in the North American and European markets. The ideal candidate will have a minimum of 7 years' experience in marketing, specifically in wealth management technology solutions.Responsibilities:Develop and execute marketing strategies to position Croesus as a...
-
Laval, Quebec, Canada Croesus Full timeJob DescriptionCroesus is a leading provider of innovative wealth management solutions, empowering professionals to improve their productivity and client relationships. We are seeking a Product Marketing Advisor to lead the overall offering of our solutions for the North American and European markets.Key ResponsibilitiesStrategy Development: Define markets,...
Wealth Management Associate
3 months ago
Job Title: Wealth Management Assistant
Company: Banque Nationale
As a key member of the Wealth Management division at Banque Nationale, you will play a vital role in fostering strong relationships with clients and supporting investment advisors. This position emphasizes your ability to deliver outstanding service, ensuring a positive and lasting impact on our clientele.
Your Responsibilities:
- Facilitate clear communication among clients, advisors, and team members.
- Deliver exceptional customer service through various channels including in-person interactions, phone calls, and email correspondence.
- Evaluate client accounts to identify opportunities for business growth for investment advisors.
- Execute operational tasks related to investment accounts with precision.
- Maintain and update client files to ensure accuracy.
- Organize advisors' schedules, coordinate appointments, and prepare for client meetings.
- Adhere to compliance standards and risk management protocols.
Your Team:
At Banque Nationale - Wealth Management, we are proud to be one of Canada's leading securities brokers. Collaborating closely with an investment advisor, you will contribute to delivering an exceptional client experience. Success in this role hinges on teamwork and mutual support.
We prioritize flexibility in your work arrangements to enhance your overall quality of life. This includes options for hybrid work, adaptable schedules to balance professional and personal commitments, and generous time-off policies.
Qualifications:
- A completed college diploma in a relevant field.
- A minimum of one year of experience in areas such as banking operations, customer service, or administrative support.
- Proficiency in Microsoft Office Suite.
- Strong organizational skills and the ability to prioritize tasks effectively.
Employee Benefits:
Alongside competitive pay, we offer a range of flexible benefits from your start date to support your well-being and that of your family.
- Comprehensive health and wellness programs with various options.
- Flexible group insurance plans.
- Generous retirement savings plan.
- Stock purchase opportunities.
- Employee and family assistance services.
- Access to preferred banking services.
- Participation in community engagement initiatives.
- Telemedicine services.
- Virtual clinics for sleep improvement.
Our Commitment to People:
We are a bank that places people at the forefront, recognized for our boldness, entrepreneurial spirit, and dedication to our clients. Our mission is to create a positive impact in the lives of individuals. Our core values—collaboration, agility, and empowerment—guide our actions. We are committed to fostering an inclusive environment and ensuring accessibility for all employees. We encourage candidates from diverse backgrounds to consider joining us and look forward to learning about the unique contributions you can bring to our organization.
