Wealth Management Associate
5 days ago
A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to demonstrate your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your Key Responsibilities- Client Communication: Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Customer Service: Provide superior customer service in person, on the phone, and by email
- Account Analysis: Analyze client accounts to prepare for activities that support wealth advisors in their business development
- Transaction Management: Diligently carry out transactions related to investment accounts
- File Management: Open and update client files
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
- Compliance and Risk Management: Ensure adherence to compliance and risk management rules
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
What We Offer- Flexibility: We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
- Benefits: In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Education: College diploma in a related field
- Experience: At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Skills: Good knowledge of the Microsoft Office suite, organizational and priority management skills
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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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Wealth Services Coordinator, Multilingual
6 days ago
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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Wealth Services Coordinator, Multilingual
5 days ago
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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Associate in Wealth Management
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Québec, Quebec, Canada National Bank Full timeJob 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...
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Wealth Management Associate
6 days ago
Québec, Quebec, Canada National Bank Full timeAbout the Role: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...
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Associate in Wealth Management
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Québec, Quebec, Canada National Bank Full timeJob 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...
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Wealth Management Associate
5 days ago
Québec, Quebec, Canada National Bank Full timeAbout the Role: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...
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Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated 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 ResponsibilitiesProvide exceptional customer service to clients, ensuring timely and...
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Associate (Hybrid) - Wealth Management
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
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