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Wealth Services Coordinator, Multilingual
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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...
Associate (Hybrid) - Wealth Management
2 months ago
We 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 Responsibilities- Provide exceptional customer service to clients, ensuring timely and accurate resolution of their queries and concerns.
- Collaborate with wealth advisors to analyze client accounts and identify opportunities for business development.
- Coordinate client meetings and appointments, ensuring seamless communication between clients, advisors, and internal stakeholders.
- Ensure adherence to compliance and risk management rules, maintaining the highest standards of professionalism and integrity.
- Develop and maintain strong relationships with clients, advisors, and internal stakeholders, fostering a culture of partnership and collaboration.
National Bank's Wealth Management team is a dynamic and growing division, with a strong focus on delivering exceptional client service and driving business growth. As an Associate, you will be part of a talented team of professionals who are passionate about making a positive impact on our clients' lives.
What We Offer- A competitive compensation package, including a comprehensive benefits program and opportunities for professional growth and development.
- A dynamic and inclusive work environment, with a strong focus on collaboration, innovation, and employee well-being.
- The opportunity to work with a leading financial institution, with a reputation for excellence and a commitment to making a positive impact on our clients' lives.
