Professional Wealth Management Associate

5 days ago


Brossard, Quebec, Canada National Bank Full time
About This Opportunity

We are seeking a highly skilled Professional Wealth Management Associate to join our team at National Bank Private Banking 1859. As a key member of our team, you will play a vital role in providing exceptional client service and support to our Private Wealth Advisors.

Key Responsibilities
  • Provide superior customer service by meeting client requests and resolving problems efficiently.
  • Carry out routine financial transactions, including purchases and sales of securities, and make necessary transaction adjustments.
  • Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up.
  • Analyze, open, and update client files.
  • Produce portfolio management reports.
  • Manage client files by scheduling appointments, preparing meetings, and maintaining agendas.
  • Ensure adherence to compliance and risk management rules.
  • Train new employees and serve as a mentor to peers on complex products, procedures, and policies.
Requirements
  • Completed college and/or university diploma in a related field.
  • Five years of relevant experience in banking, insurance, or the financial industry.
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course.
  • Excellent knowledge of Microsoft Office suite.
  • Exceptional customer service skills.
Benefits

In addition to competitive compensation, you will be eligible for a range of flexible benefits to promote your wellbeing and that of your family, including:

  • Health and wellness program.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.
About Us

National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees and prioritize inclusivity in our recruitment process.



  • Brossard, Quebec, Canada NBC 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 driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs are...


  • Brossard, Quebec, Canada National Bank Full time

    Job Summary:As a Wealth Management Associate at National Bank, you will play a key role in supporting wealth advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved. You will also be responsible for analyzing client accounts,...

  • Wealth Associate

    1 month ago


    Brossard, Quebec, Canada NBC Full time

    Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we're seeking a highly skilled and motivated Wealth Associate to join our team. As a key member of our investment support team, you will play a vital role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results for our...


  • Brossard, Quebec, Canada NBC Full time

    About National Bank FinancialNational Bank Financial - Wealth Management is a leading player in the Canadian financial services industry. With close to 1,000 investment advisors and over 400,000 clients across Canada, we offer a unique opportunity for professionals to grow their careers.Job DescriptionAs a Wealth Associate Manager, you will play a key role...


  • Brossard, Quebec, Canada National Bank Full time

    Job OverviewWe are seeking a highly skilled Customer Service Associate to join our Wealth Management team at National Bank. In this role, you will be responsible for delivering exceptional customer service and supporting wealth advisors in their business development.About the JobAs a Customer Service Associate, you will be the first point of contact for...

  • Wealth Associate

    3 weeks ago


    Brossard, Quebec, Canada NBC Full time

    Job Summary:The Wealth Associate role at National Bank Financial – Wealth Management involves providing exceptional customer service and supporting investment advisors in delivering high-quality client experiences. As a key member of our team, you will be responsible for executing routine operations, analyzing client files, and producing portfolio...


  • Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityThe Royal Bank of Canada seeks a highly skilled Associate to support top-producing Financial Planners in Investment and Retirement Planning. The ideal candidate will be responsible for providing exceptional administrative services to meet sales objectives and related activities.Key ResponsibilitiesDevelop relationships with service partners to...


  • Brossard, Quebec, Canada National Bank Full time

    About National BankNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, boasting over 1,000 investment advisors who manage the assets of more than 400,000 clients across 100 branches.Job DescriptionAs a Client Service Representative in our Wealth Management team, you will have the opportunity to work in synergy with...


  • Brossard, Quebec, Canada National Bank Full time

    Role OverviewWe are seeking a highly organized and detail-oriented Technical Support Associate to join our Wealth Management team at National Bank. In this role, you will provide exceptional customer service to clients, ensuring seamless communication between clients, advisors, and various collaborators.Key ResponsibilitiesEnsure effective communication...


  • Brossard, Quebec, Canada National Bank Full time

    About UsNational Bank Private Banking 1859 is a leading financial institution dedicated to providing exceptional client experiences. Our team of experts is passionate about helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly motivated Wealth Associate to join our dynamic team. As a Wealth Associate, you will play...


  • Brossard, Quebec, Canada National Bank Full time

    Role OverviewWe are seeking a skilled Banking Associate to join our team at National Bank, where you will have the opportunity to offer wealth management services and advice to high-net-worth clients.About the RoleYou will provide administrative support and customer service to bankers or private bankers.Develop personalized relationships with clients to...


  • Brossard, Quebec, Canada National Bank Full time

    pbJobSummary/b/ppWeareseekingahighlymotivatedanddetail-orientedAssociatetojoinourWealthManagementteamatNationalBank.AsanAssociate,youwillplayakeyroleinsupportingourwealthadvisorsindeliveringexceptionalclientserviceandhelpingthemachievetheirbusinessgoals./ppbKeyResponsibilities/b/pulliProvideexceptionalcustomerservicetoclients,respondingtotheirinquiriesandres...


  • Brossard, Quebec, Canada National Bank Full time

    Unlock Your Potential in BankingIn this dynamic role, you will have the opportunity to offer comprehensive financial services to discerning clients across Canada and internationally. As a Banking Associate with National Bank's Private Banking 1859, you will be part of a passionate team dedicated to providing exceptional wealth management solutions.Your Key...

  • Sales Associate

    1 month ago


    Brossard, Quebec, Canada beBee Professionals Full time $30,000 - $50,000

    We are seeking a highly motivated and customer-focused Sales Associate to join our team at beBee Professionals in Brossard, Canada. As a Sales Associate, you will be responsible for providing exceptional customer service, assisting customers with their purchases, and contributing to the overall success of our store.Key Responsibilities:Assist customers with...


  • Brossard, Quebec, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a highly skilled Administrative Services Associate to join our team at beBee Professionals in Brossard. As an Administrative Services Associate, you will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide administrative support to our...


  • Brossard, Quebec, Canada MNP Full time

    Company OverviewMNP is a leading national accounting, tax and business advisory firm in Canada. Our team of professionals directly contributes to the success of the firm by supporting internal and external clients.SalaryThe estimated annual salary for this position is around $45,000 - $60,000 based on industry standards and location.Job DescriptionAs an...


  • Brossard, Quebec, Canada Bank of Montreal Full time

    Are you looking for a career that offers a sense of purpose and allows you to make a lasting impact?We are seeking a highly motivated and results-driven Investment Specialist to join our team at the Bank of Montreal.About the Role:As an Investment Specialist, you will be responsible for providing exceptional sales and service to our clients, helping them...


  • Brossard, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    BeBee Professionals in Brossard is seeking a skilled Building Operations Associate to provide support to skilled tradespeople on various construction tasks. The ideal candidate will maintain tools and equipment, ensure a safe and efficient work site, and assist with loading and unloading construction materials and equipment.Key Responsibilities:Support...


  • Brossard, Quebec, Canada inMusic Full time

    Join inMusic Canada in a dynamic and challenging role as a Senior Accounting Professional. As part of our team, you will play a key part in maintaining accurate and up-to-date financial records for our Canadian office. Your responsibilities will include reviewing and processing invoices and credit approvals, ensuring timely bank deposits, and providing...

  • Sales Associate

    1 month ago


    Brossard, Quebec, Canada Sporting Life Full time

    About UsSporting Life is a leading Canadian sports lifestyle retailer dedicated to providing an exceptional customer experience. We offer a wide range of outdoor apparel, footwear, equipment, and accessories for men, women, and kids.Job SummaryWe are seeking a Sales Associate to join our team. As a Sales Associate, you will be responsible for providing...