Wealth Management Associate
1 month ago
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- Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
- Assist wealth advisors in preparing for client meetings, analyzing client accounts, and coordinating transactions.
- Ensure effective communication between clients, advisors, and internal stakeholders.
- Manage client files, coordinate appointments, and maintain accurate records.
- Stay up-to-date with compliance and risk management regulations, ensuring adherence to NBC's policies.
National Bank Financial - Wealth Management is a leading player in the Canadian financial services industry, with a strong presence in over 100 branches. Our team of close to 1,000 investment advisors manages the assets of over 400,000 clients, providing a wide range of financial services.
What We Offer- A competitive compensation package, including a hybrid work model, flexible work arrangements, and a generous pension plan.
- A comprehensive benefits program, including health and wellness initiatives, flexible group insurance, and employee assistance programs.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and inclusive work environment, with a strong focus on employee well-being and work-life balance.
- College diploma in a related field, such as finance, business, or administration.
- At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
- Strong knowledge of Microsoft Office and excellent organizational and priority management skills.
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Wealth Management Associate
1 month ago
Brossard, Quebec, Canada National Bank Full timeJob Summary:As a Wealth Management Associate at National Bank, you will play a key role in supporting wealth advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved. You will also be responsible for analyzing client accounts,...
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Wealth Associate
1 month ago
Brossard, Quebec, Canada NBC Full timeJob Title: Wealth AssociateAt National Bank Financial – Wealth Management, we're seeking a highly skilled and motivated Wealth Associate to join our team. As a key member of our investment support team, you will play a vital role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results for our...
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Customer Service Associate
2 weeks ago
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Wealth Associate Manager
5 days ago
Brossard, Quebec, Canada NBC Full timeAbout National Bank FinancialNational Bank Financial - Wealth Management is a leading player in the Canadian financial services industry. With close to 1,000 investment advisors and over 400,000 clients across Canada, we offer a unique opportunity for professionals to grow their careers.Job DescriptionAs a Wealth Associate Manager, you will play a key role...
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Wealth Associate
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Brossard, Quebec, Canada NBC Full timeJob Summary:The Wealth Associate role at National Bank Financial – Wealth Management involves providing exceptional customer service and supporting investment advisors in delivering high-quality client experiences. As a key member of our team, you will be responsible for executing routine operations, analyzing client files, and producing portfolio...
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Professional Wealth Management Associate
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Client Service Representative
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