Current jobs related to Wealth Management Associate - Montreal, Quebec - NBC

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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.Key Responsibilities:Provide exceptional customer service to clients, both in person and over the phoneAssist wealth...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we are seeking a highly motivated and detail-oriented Associate in Wealth Management to join our team. As an Associate in Wealth Management, you will play a key role in supporting our investment advisors in delivering exceptional client service.Key Responsibilities:Ensure effective communication...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job SummaryWe 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 helping them stand out in the market.Key ResponsibilitiesEnsure seamless communication between clients, advisors, and...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Associate - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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 customer service to our clients.Key Responsibilities:Ensure effective communication between clients, advisors, and various...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Wealth Management Associate

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryAs a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved.Key Responsibilities:Ensure seamless communication between...

  • Wealth Management Associate Program

    4 weeks 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 financial planning skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop core...

  • Wealth Management Associate Program

    4 weeks 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 financial planning skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop core...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...

  • Associate (Hybrid) - Wealth Management

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe 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.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring timely and...

  • Associate (Hybrid) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe 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.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring timely and...

  • Associate (On-Site) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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 providing exceptional customer service to our clients and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between clients,...

  • Associate (On-Site) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About 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 providing exceptional customer service to our clients and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between clients,...

  • Associate (On-Site) - Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team on an on-site basis. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service to our clients.Key ResponsibilitiesEnsure effective communication between clients, advisors, and various...

Wealth Management Associate

2 months 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 the Team:

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches. As an Associate, you will work closely with an investment advisor to deliver a seamless client experience and contribute to the team's success.

What We Offer:
  • A dynamic work environment with cutting-edge collaboration tools
  • A hybrid work model with flexible scheduling options
  • 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