Current jobs related to Customer Relations Specialist for Wealth Management - Montreal, Quebec - Scotiabank

  • Wealth Management Specialist

    4 weeks ago

    Montreal, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Gestion de patrimoine Diligence - Patrimoine Manuvie is seeking a skilled Wealth Management Specialist for our offices in Montreal and Quebec City.Compensation: $60,000 - $80,000 per year, based on performance.Job DescriptionWe are expanding our team and looking for motivated individuals to advance in the field of wealth management. As a Wealth Management...

  • Senior Wealth Management Specialist

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Overview: The National Bank is a forward-thinking institution that values innovation and customer satisfaction. As a Senior Wealth Management Specialist, you will be part of a team dedicated to providing exceptional financial services to high-net-worth clients.Compensation: This role offers an estimated salary range of $120,000 to $180,000 per year,...

  • Wealth Management Specialist

    4 days ago

    Montreal, Quebec, Canada Disability Solutions Full time

    Job Title: Wealth Management SpecialistAbout the Role: As a Wealth Management Specialist at Raymond James, you will play a vital role in supporting the success of our Financial Advisors and their clients. You will be responsible for preparing and reviewing daily/monthly/annual reports, client correspondence, and project work.Your Key Responsibilities:Prepare...

  • Wealth Management Consultant

    1 month ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    A fulfilling career as a Private Wealth Advisor in the Commercial & Private Banking team means acting as a trusted financial specialist for high-net-worth clients. This role allows you to make a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...

  • Customer Service Professional

    1 month ago

    Montreal, Quebec, Canada National Bank of Canada Full time

    Job SummaryWe are seeking a skilled Customer Service Professional to join our Wealth Management team at National Bank Financial. As an Associate, you will play a critical role in providing exceptional client experiences and supporting the success of our wealth advisors.

  • Senior Mutual Funds Trader

    4 weeks ago

    Montreal, Quebec, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

  • Philanthropy and Wealth Advisory Professional

    5 days ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Role OverviewWe are seeking a highly skilled Philanthropic Advisory Specialist to join our team at the Royal Bank of Canada. This role is ideal for a motivated and experienced professional looking to make a meaningful impact in the field of philanthropy and wealth management.About the RoleThe Philanthropic Advisory Specialist will be responsible for...

  • Trust Services Manager, Wealth Management

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job DescriptionWe are seeking a skilled Trust Services Manager to join our team in Wealth Management. In this role, you will be responsible for providing personalized service to clients and beneficiaries, ensuring that account administration is carried out in compliance with defined policies and procedures.Main ResponsibilitiesClient Service: Provide timely...

  • Financial Planning Expert

    1 month ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Job SummaryWe are seeking a Financial Planning Expert to join our team as a Wealth Creation Specialist. This role is responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients on customized solutions.

  • Strategic Wealth Manager

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    As a Strategic Wealth Manager at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market...

  • Wealth Management Leadership Expert

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    We are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.Your Role:Coach and Mentor: Support wealth management advisors in improving their...

  • Senior Wealth Management Professional

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a Senior Wealth Management Professional to join our team in Montreal, Canada.About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services.Salary and...

  • Wealth Management Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...

  • Executive Wealth Management Coach

    1 week ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleA career as an Executive Wealth Management Coach within the Business Best Practices team at National Bank Financial means acting as a business coach and guide for wealth management advisors. This role allows you to contribute to transforming practices using your expertise in business coaching and wealth management.Your Key...

  • Practice Management Leader

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    A career in the Director, Practice Management - Wealth Management role at National Bank Financial means acting as a strategic advisor and coach for wealth management professionals.Your key responsibilities:Support wealth management advisors in enhancing their practices through efficient operations and exceptional client experiences.Design and deliver...

  • Wealth Management Consultant

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    At National Bank, we're on a mission to have a positive impact on people's lives. As a Wealth Management Consultant in our Commercial & Private Banking 1859 team, you'll play a crucial role in achieving this goal.About the RoleWe're looking for an experienced professional to join our team as a Wealth Management Consultant. In this role, you'll act as a...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada Disability Solutions Full time

    About UsRaymond James Ltd. is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs. Our company is built on a foundation of integrity, professionalism, and exceptional client service. We pride ourselves on our commitment to...

  • Strategic Business Coach for Wealth Management

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    We are seeking a Strategic Business Coach for Wealth Management to join our team at National Bank Financial. This is an exciting opportunity to leverage your expertise in business coaching and wealth management to drive growth and improvement in the practices of our wealth management advisors.About the RoleDesign and deliver tailored coaching programs...

  • Strategic Wealth Management Advisor

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerEstimated Salary: $90,000 - $120,000 per annum.About the RoleThis is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice and support to high net worth clients and acting as the in-field subject matter expert and...

  • Strategic Risk Manager

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    A career in risk management at National Bank means being part of a dynamic team that has a direct impact on clients. As a Strategic Risk Manager - Wealth Management, you will work with various stakeholders to ensure the implementation of an operational risk management framework within Wealth Management (WM). You will also be part of a team that challenges...

Customer Relations Specialist for Wealth Management

2 months ago

Montreal, Quebec, Canada Scotiabank Full time

We are seeking a skilled Customer Relations Specialist to join our team at Scotiabank's wealth management division. As a Specialist, Customer Relations Centre, you will play a key role in providing exceptional customer service and support to our clients.

About the Role

The successful candidate will have the opportunity to work in a dynamic environment, interacting with customers via phone to provide effective customer service, resolving issues, and collaborating with the team to meet performance standards.

Key Responsibilities:
  • Provide exceptional customer service, responding to inquiries on Dynamic Funds products and services, and assisting with issue resolution.
  • Collaborate with team members and act as a liaison between clients and other Dynamic Centres of Excellence.
  • Analyze accounts, determine follow-up actions, and respond to customers' needs.
  • Strive to exceed qualitative and quantitative performance standards in an inbound call-center environment.
  • Maintain familiarity with departmental policies and procedures.
  • Work on special projects as required.
What You'll Get:
  • Be part of a leading industry leader in wealth management.
  • Enjoy a competitive compensation package.
  • Participate in community involvement programs.
Requirements:
  • University degree in Finance or related studies (strong asset).
  • Knowledge of MS Office and industry databases.
  • CSC/IFIC certification is a definite asset.
  • Ability to work independently and cooperatively as a team.
  • Excellent organizational and analytical skills.
  • Good problem-solving, flexibility, change management, and time management skills.
  • Excellent customer service and communication skills in English and French.
Compensation and Benefits:

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus benefits, including health and dental insurance, RRSP matching, and opportunities for professional growth and development.