Wealth Management Associate
3 weeks ago
We are seeking a highly skilled and motivated Wealth Management Associate to join our team in the Private Banking sector. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.
Key Responsibilities- Assist private advisors in managing client accounts and providing administrative support.
- Provide superior customer service and act as a resource person for clients.
- Open and maintain client files, and perform various administrative tasks related to financial transactions and business development.
- Assist in the preparation of portfolio analyses and financial planning.
- Stay up-to-date with financial markets and ensure compliance with risk management rules.
You will be part of a passionate and dedicated team that is committed to delivering exceptional service to our clients. We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience.
Requirements- Completed college diploma and two years of relevant experience.
- Studies in administration or office automation are desirable.
- Experience in customer service and knowledge of Word and Excel software.
- Ability to work under pressure and possess autonomy, initiative, and attention to detail.
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
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Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services OperationsIGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a range of financial planning and investment management services to help millions of Canadians meet their financial goals.Location: Montreal, WinnipegWe...
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Associate - Wealth Management
1 month 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.Your Responsibilities:Provide exceptional customer service to clients, ensuring timely...
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Associate - Wealth Management
1 month 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.Your Responsibilities:Provide exceptional customer service to clients, ensuring timely...
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Associate - Wealth Management
3 weeks ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleA career as an Associate in the Wealth Management team at National Bank offers a unique opportunity to collaborate with clients and colleagues, driving exceptional customer service that has a lasting impact on our clients, particularly within the Charest-Letarte team.Your ResponsibilitiesEnsure seamless communication among clients, advisors,...
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Associate - Wealth Management Professional
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the Role: 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: Client Communication: Ensure effective communication with clients,...
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Associate - Wealth Management Professional
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the Role: 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: Client Communication: Ensure effective communication with clients,...
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Associate (Hybrid) - Wealth Management
1 month ago
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 customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and remotelyEnsure...
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Associate (Hybrid) - Wealth Management
1 month ago
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 customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and remotelyEnsure...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
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Associate - Wealth Management Professional
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly motivated and detail-oriented 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 helping them achieve their business goals.Key Responsibilities:Client Communication: Ensure effective...
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Associate - Wealth Management Professional
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly motivated and detail-oriented 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 helping them achieve their business goals.Key Responsibilities:Client Communication: Ensure effective...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Private Banking sector, you will be responsible for providing exceptional client service and support to our discerning clientele.Key ResponsibilitiesAssist private advisors in managing client accounts and providing...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Private Banking sector, you will be responsible for providing exceptional client service and support to our discerning clientele.Key ResponsibilitiesAssist private advisors in managing client accounts and providing...
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Compliance Manager
1 month ago
Québec, Quebec, Canada IG Wealth Management Full timeJob Title: Bilingual Manager ComplianceIG Wealth Management is seeking a highly skilled and experienced Bilingual Manager Compliance to join our team. As a key member of our compliance team, you will be responsible for ensuring that our business operations are in compliance with regulatory requirements and industry standards.Responsibilities:Conducting tier...
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Compliance Manager
1 month ago
Québec, Quebec, Canada IG Wealth Management Full timeJob Title: Bilingual Manager ComplianceIG Wealth Management is seeking a highly skilled and experienced Bilingual Manager Compliance to join our team. As a key member of our compliance team, you will be responsible for ensuring that our business operations are in compliance with regulatory requirements and industry standards.Responsibilities:Conducting tier...
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Compliance Manager
3 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timeJob SummaryWe are seeking a highly skilled Compliance Manager to join our team at IG Wealth Management. As a key member of our compliance team, you will be responsible for ensuring that our business practices and operations are in compliance with regulatory requirements.ResponsibilitiesConduct tier 1 supervision activities, including reviews of daily and...
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Administrative Coordinator
3 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout the Role:We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at IG Wealth Management. As a key member of our administrative team, you will provide exceptional support to our leaders and colleagues, ensuring the smooth operation of our day-to-day activities.Responsibilities:Provide administrative support to...
