Wealth Management Associate

2 days ago

Montreal, Quebec, Canada NBC Full time
Job Title: Associate in Wealth Management

At National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.

Key Responsibilities:
  • Provide exceptional customer service to clients, ensuring timely and accurate communication with all stakeholders.
  • Analyze client accounts to identify opportunities for growth and develop strategies to support investment advisors in their business development.
  • Coordinate activities related to investment accounts, including transactions, client file management, and meeting coordination.
  • Ensure compliance with regulatory requirements and risk management policies.
About Our Team:

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches. Our team of close to 1,000 investment advisors manages the assets of more than 400,000 clients. As an Associate, you will work closely with an investment advisor to deliver an exceptional client experience and drive business growth.

What We Offer:
  • A dynamic work environment with cutting-edge collaboration tools.
  • A hybrid work model, allowing for flexibility and work-life balance.
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • Opportunities for professional growth and development.
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.

  • Wealth Management Associate

    5 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...

  • Wealth Management Associate

    6 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...

  • Wealth Management Associate

    3 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...

  • Wealth Management Associate

    3 days ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...

  • Wealth Management Associate

    5 hours ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and helping them achieve their financial goals.Key Responsibilities:Provide...

  • Wealth Management Associate

    20 hours ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and helping them achieve their financial goals.Key Responsibilities:Provide...

  • Wealth Management Associate

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in their business development.Key ResponsibilitiesClient Communication: Ensure...

  • Wealth Management Associate

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in their business development.Key ResponsibilitiesClient Communication: Ensure...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective communication between...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective communication between...

  • Associate - Wealth Management

    3 weeks ago

    Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.Key ResponsibilitiesProvide exceptional client service and support to...

  • Associate - Wealth Management

    3 weeks ago

    Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.Key ResponsibilitiesProvide exceptional client service and support to...

  • Wealth Management Associate Program

    5 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential in Wealth ManagementScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop...

  • Wealth Management Associate Program

    4 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential in Wealth ManagementScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop...

  • Wealth Management Associate Program

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential in Wealth ManagementScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop...

  • Wealth Management Associate Program

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential in Wealth ManagementScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop...

  • Wealth Management Associate Program

    2 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential in Wealth ManagementScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop...

  • Wealth Management Associate Program

    2 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock Your Potential in Wealth ManagementScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop...

  • Wealth Management Associate Program

    19 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Wealth Management Associate ProgramScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop sales...

  • Wealth Management Associate Program

    23 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Wealth Management Associate ProgramScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop sales...