Wealth Management Associate
1 month 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 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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Senior Wealth Settlement Specialist
7 days ago
Québec, Quebec, Canada IG Wealth Management Full timePosition SummaryThis position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.Duties...
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Wealth Management Associate
6 days ago
Québec, Quebec, Canada National Bank Full timeJob DescriptionWe are seeking an experienced and skilled Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will be responsible for providing exceptional customer service to our clients and supporting our wealth advisors in their business development.About the RoleThe ideal candidate will have a...
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Compliance Manager
1 month 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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Compliance Manager
6 days ago
Québec, Quebec, Canada IG Wealth Management Full timeJob SummaryWe are seeking a highly motivated Compliance Manager - Investment and Mutual Funds to join our team at IG Wealth Management.About the RoleConduct tier 1 supervision activities, including reviewing daily and monthly trading, account opening, and KYC updates.Support registrants in resolving compliance issues with regulatory guideline interpretation...
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Administrative Support Professional
1 week ago
Québec, Quebec, Canada IG Wealth Management Full timeJob OverviewWe are seeking a highly skilled and organized Administrative Support Professional to join our team at IG Wealth Management.
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Strategic Wealth Management Associate
3 weeks ago
Québec, Quebec, Canada Desjardins Full timeAbout the RoleWe are seeking a highly skilled Senior Advisor, Wealth Management to join our team at Desjardins.As a senior wealth management advisor, you will play a key role in developing and maintaining business relationships with clients, providing expert advice and guidance on investment and financial planning strategies. Your primary responsibility will...
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Administrative Support Specialist
4 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timeJob Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist to provide exceptional support to our Corporate Channel team at IG Wealth Management.Key Responsibilities:Provide administrative support to the VP Corporate Channel, including calendar management, communication prioritization, and liaison with external and...
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Regional Office Operations Specialist
7 days ago
Québec, Quebec, Canada IG Wealth Management Full timeJob SummaryThe Regional Office Operations Specialist is a critical role within IG Wealth Management, responsible for providing exceptional client service and administrative support to both internal and external clients.Key ResponsibilitiesWelcome and greet clients at reception, manage incoming calls, and coordinate inventory management.Handle mail and...
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Regional Office Operations Coordinator
4 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timeROLE SUMMARYThe Regional Office Operations Coordinator acts as the primary point of contact for internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, handling reception duties, and supporting key business transactions.Key Responsibilities:Welcoming clients, managing incoming calls, and maintaining...
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Québec, Quebec, Canada IG Wealth Management Full timeAt IG Wealth Management, we are seeking an experienced Administrative Liaison to support our Region Office Operations team.Job SummaryThe successful candidate will serve as the first point of contact for internal and external clients, providing exceptional service and support. Key responsibilities include greeting clients, managing incoming calls, and...
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Administrative Operations Coordinator
6 days ago
Québec, Quebec, Canada IG Wealth Management Full timeJob DescriptionThe Administrative Operations Coordinator is a critical role within IG Wealth Management, requiring exceptional organizational and communication skills. This position will serve as the primary point of contact for internal and external clients, providing top-notch service and support.Key ResponsibilitiesManage reception duties, including...
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Regional Office Operations Coordinator
4 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timePOSITION SUMMARYThe Regional Office Operations Coordinator serves as the primary point of contact for internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, managing reception duties, and supporting key business transactions. Key responsibilities include greeting clients, managing incoming calls,...
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Regional Office Operations Coordinator
4 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timeROLE SUMMARYThe Regional Office Operations Coordinator at IG Wealth Management serves as the primary point of contact for internal and external clients. This role is responsible for providing exceptional service, managing reception duties, and supporting key business transactions. Key responsibilities include greeting clients, managing incoming calls, and...
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Multilingual Operations Coordinator
6 days ago
Québec, Quebec, Canada IG Wealth Management Full timeIG Wealth Management is seeking a highly skilled and organized Multilingual Operations CoordinatorAbout the RoleWe are looking for an exceptional individual to join our team as a Multilingual Operations Coordinator. This role will provide administrative support to our leaders and cross-departmental teams, ensuring seamless operations and effective...
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Québec, Quebec, Canada IG Wealth Management Full timeCe poste offre une occasion unique de travailler en tant que conseiller financier chez IG Wealth Management. Nous sommes à la recherche d'un spécialiste des relations client pour rejoindre notre équipe en pleine croissance.Salaire estimé : 70 000$ - 100 000$ par anEmplacement : QuébecNous offrons un environnement de travail stimulant et varié,...
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Québec, Quebec, Canada IG Wealth Management Full timePoste de conseiller ou conseillère en gestion de patrimoineNous sommes à la recherche d'un conseiller ou d'une conseillère en gestion de patrimoine pour rejoindre notre équipe en pleine croissance. Le candidat idéal sera un professionnel expérimenté en planification financière, capable de fournir des conseils personnalisés à nos...
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Wealth Management Executive
1 week ago
Québec, Quebec, Canada Scotiabank Full timeJob OverviewWe are seeking a highly skilled Wealth Management Executive to join our Scotia Wealth Management team. In this role, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProvide proactive and personalized service to high net worth clients, ensuring timely and accurate account...
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Senior Wealth Management Specialist
2 weeks ago
Québec, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a seasoned Senior Wealth Management Specialist to join our team at National Bank. This is a permanent, full-time position based in Quebec City, Quebec.Job DescriptionAs a Senior Wealth Management Specialist, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions....