Associate (Hybrid) - Wealth Management Professional
4 weeks ago
Job Summary:
National Bank is seeking a highly skilled Associate (Hybrid) to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring effective communication between clients, advisors, and collaborators, and analyzing client accounts to support investment advisors in their business development.
Key Responsibilities:
- Provide superior customer service in person, on the phone, and by email
- Analyze client accounts to prepare for activities that support investment advisors in their business development
- Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Diligently carry out transactions related to investment accounts
- Open and update client files
- Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
- Ensure adherence to compliance and risk management rules
About Us:
National Bank Financial – Wealth Management is the fifth largest mutual funds 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. Our team is dedicated to providing an exceptional client experience, and we are looking for a highly skilled Associate (Hybrid) to join our team.
What We Offer:
- A dynamic work environment with cutting-edge collaboration tools
- A wide range of flexible benefits to promote your wellbeing and that of your family
- Opportunities to get involved in community initiatives
- A hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave
Requirements:
- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills
Languages: French
-
Wealth Management Associate
1 week ago
Saint-Jérôme, Quebec, Canada National Bank Full timeJob Description:In this role as a Wealth Management Associate (Hybrid), you will be part of National Bank's dynamic team, supporting investment advisors to deliver exceptional customer experiences.About the Role:Effective communication between clients, advisors, and collaborators is crucial for success in this position.You will provide top-notch customer...
-
Saint-Hyacinthe, Quebec, Canada National Bank Full timeJob Summary:As a Wealth Management Associate in our Hybrid team, you will play a key role in supporting our wealth advisors in delivering exceptional client service. Your primary responsibility will be to ensure effective communication between clients, advisors, and various collaborators. You will also provide superior customer service in person, on the...
-
Saint-Hyacinthe, Quebec, Canada National Bank Full timeJob Summary:We are seeking a highly skilled and motivated Associate to join our Wealth Management team in a hybrid role. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service and helping them stand out in the market.Key Responsibilities:Ensure effective communication between clients, advisors,...
-
Wealth Associate
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesProvide administrative support to wealth advisors in managing client...
-
Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a critical role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities* Provide superior customer service to...
-
Assistant Wealth Manager
1 month ago
Saint-Jérôme, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our Wealth Management team as an Assistant. In this role, you will provide exceptional customer service to our clients, working closely with investment advisors to deliver a positive and long-term impact.Key ResponsibilitiesEnsure seamless communication between clients,...
-
Wealth Associate
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeWealth Associate Job DescriptionAt National Bank, we're looking for a skilled Wealth Associate to join our team. As a Wealth Associate, you'll play a key role in providing exceptional customer service to our clients, working closely with wealth advisors to deliver tailored solutions that meet their needs.Key Responsibilities:Support investment advisors in...
-
Saint-Georges, Quebec, Canada National Bank Full timeUnlock Your Potential as a Senior Customer Support AssociateWe are seeking an exceptional individual to join our team as a Senior Customer Support Associate in our Wealth Management division. This is a unique opportunity for you to leverage your excellent communication skills, strong analytical abilities, and passion for delivering exceptional customer...
-
Executive Assistant
1 week ago
Saint-Jérôme, Quebec, Canada National Bank Full timeAbout National BankNational Bank Financial is the fifth largest mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches.As an Executive Assistant - Wealth Management, you will play a crucial role in supporting our investment advisors in delivering exceptional...
-
Client Service Representative
2 weeks ago
Saint-Jérôme, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a Client Service Representative to join our Wealth Management team at National Bank. This role is perfect for individuals who enjoy working with clients and want to make a positive impact in their lives.
-
Senior Wealth Management Associate
3 weeks ago
Saint-Hyacinthe, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Support Specialist to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in providing exceptional customer service to our clients and supporting our wealth advisors in their business development.Your Responsibilities:Ensure...
-
Senior Client Service Associate
1 month ago
Saint-Jérôme, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Senior Client Service Associate to join our Wealth Management team at National Bank. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, working closely with investment advisors to support their business development, and ensuring...
-
Financial Services Assistant Manager
4 weeks ago
Saint-Jérôme, Quebec, Canada National Bank Full timeWe are seeking a highly skilled Financial Services Assistant Manager to join our Wealth Management team at National Bank. This exciting opportunity will enable you to showcase your ability to work in synergy with clients and colleagues, providing exceptional customer service that has a positive, long-term impact on our clients.Your key responsibilities will...
-
Softgoods Sales Associate
4 weeks ago
Saint-Jérôme, Quebec, Canada Giant Tiger Full timeJob Title: Softgoods AssociateWe are seeking a skilled Softgoods Associate to join our team at Giant Tiger. As a Softgoods Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and ensuring a positive shopping experience for our customers.Key Responsibilities:Provide excellent customer...
-
Retail Sales Associate
1 month ago
Saint-Jérôme, Quebec, Canada beBee Professionals Full time $25,000 - $35,000We are seeking a skilled Retail Sales Associate to join our team at beBee Professionals in Saint-Jérôme. As a Cashier, you will be responsible for managing customer transactions, providing excellent customer service, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and handle cash, credit, and debit...
-
Sales Associate
1 month ago
Saint-Jérôme, Quebec, Canada beBee Professionals Full time $35,000 - $55,000We are seeking a skilled Sales Associate to assist customers, provide exceptional service, and contribute to the overall success of our store.Key Responsibilities:Provide outstanding customer service and support.Maintain knowledge of products and promotions to offer accurate information.Process transactions and manage cash register operations.Organize and...
-
Service Excellence Associate
4 weeks ago
Saint-Jérôme, Quebec, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a skilled Service Excellence Associate to join our team at beBee Professionals. In this role, you will be responsible for delivering exceptional customer service, resolving issues, and improving overall customer satisfaction.Key Responsibilities:Respond to customer inquiries and complaints.Provide product information and support.Document...
-
Customer Service Associate
1 month ago
Saint-Jérôme, Quebec, Canada beBee Professionals Full time $25,000 - $35,000We are seeking a Customer Service Associate - Food Counter to provide exceptional customer experiences and contribute to the success of beBee Professionals. In this role, you will be responsible for taking customer orders, preparing food items, and ensuring excellent customer service at our food counter.Key Responsibilities:Take customer orders efficiently...
-
Retail Sales Associate
2 weeks ago
Saint-Jérôme, Quebec, Canada Giant Tiger Full timeAbout the Role:We are seeking a highly motivated and customer-focused Store Associate to join our team at Giant Tiger in St-Jérôme. As a key member of our sales floor team, you will be responsible for delivering an exceptional shopping experience for our customers.Responsibilities:Provide exceptional customer service, responding to customer inquiries and...
-
Bookkeeping Professional
2 months ago
Saint-Jérôme, Quebec, Canada beBee Professionals Full time $45,000 - $60,000Accounting RolebeBee Professionals in Saint-Jérôme is seeking a detail-oriented accounting professional to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain...