Associate in Wealth Management
6 days ago
Job 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 stakeholders
- Provide top-notch customer service through various channels, including in-person, phone, and email
- Analyze client accounts to identify opportunities for wealth advisors to develop their business
- Execute transactions related to investment accounts with precision and attention to detail
- Manage client files and maintain accurate records
- Coordinate advisors' schedules, arrange meetings, and prepare client materials
- Ensure compliance with regulatory requirements and risk management protocols
About Our Team:
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a network of over 1,000 investment advisors serving more than 400,000 clients across the country. As a member of our team, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging your skills and expertise to drive business growth and success.
What We Offer:
- A dynamic and supportive work environment that fosters collaboration and teamwork
- A comprehensive benefits package, including health and wellness programs, flexible insurance options, and a generous pension plan
- Opportunities for professional growth and development, including training and mentorship programs
- A hybrid work model that balances flexibility and work-life balance
- A commitment to diversity, equity, and inclusion, with a focus on creating a barrier-free workplace
Requirements:
- College diploma in a related field, such as business administration or finance
- At least one year of relevant experience in a related field, such as banking operations, customer service, or administration
- Strong knowledge of the Microsoft Office suite and ability to learn new software quickly
- Excellent organizational and priority management skills, with a focus on attention to detail and accuracy
Language: French
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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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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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