Financial Services Associate
1 week ago
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 people's lives by providing innovative solutions and expert advice.
">Job Summary
">This role offers an exciting opportunity to join our Private Banking 1859 sector team as a Wealth Management Associate. In this position, you will provide administrative support to advisors and private advisors, manage client files, and carry out various administrative tasks.
">Key Responsibilities
">- ">
- Provide administrative assistance to advisors and private advisors">
- Manage client files and ensure they are up to date">
- Carry out various administrative tasks related to the team's business development and financial transactions">
- Help prepare portfolio analyses and/or financial planning">
- Keep up to date on financial markets">
- Ensure adherence to compliance and risk management rules">
Requirements
">- ">
- Completed college diploma and two years of relevant experience">
- Office administration studies, an asset">
- Customer service experience">
- Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course">
- Knowledge of Word and Excel">
- Ability to work under pressure">
- Autonomy, initiative, and discipline">
What We Offer
">In addition to competitive compensation, upon hiring, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
">- ">
- A health and wellness program, including many options">
- Flexible group insurance">
- A generous pension plan">
- An Employee Share Ownership Plan">
- An Employee and Family Assistance Program">
- Preferential banking services">
- Opportunities to get involved in community initiatives">
- A telemedicine service">
- A virtual sleep clinic">
Our Culture
">We're putting people first at National Bank. We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.
-
Financial Services Associate
7 days ago
Laval, Quebec, Canada Banque Nationale du Canada Full timeAbout the Role:In this dynamic position as a Wealth Management Associate at Banque Nationale du Canada, you will play a crucial role in delivering exceptional services to our discerning high-net-worth clients. Your primary responsibility will be to assist senior advisors and private bankers with administrative tasks related to managing clients' accounts,...
-
Financial Services Consultant
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeOverview">BMO Financial Group is a leader in the financial industry, dedicated to delivering exceptional customer experiences and creating lasting, positive change for our customers, communities, and people.">About Us">We are driven by a shared Purpose: Boldly Grow the Good in business and life. This purpose calls on us to innovate, push boundaries, and...
-
Financial Services Coordinator
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeAt BMO Financial Group, we are driven by a shared purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. As a Financial Services Coordinator, you will play a key role in supporting the success of our Investment Advisors (IAs) and IA Team.The successful...
-
Financial Services Professional
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeJob Overview\We are seeking a highly skilled and motivated individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for delivering exceptional customer service and building long-term relationships with our clients.\Main Responsibilities\\Provide personalized banking solutions to meet the unique needs of our...
-
Financial Services Coordinator
1 week ago
Laval, Quebec, Canada Banque Nationale du Canada Full timeJob DescriptionIn this role, you will have the opportunity to provide exceptional service and support to a discerning clientele. As a Wealth Management Associate in our Private Banking sector at Banque Nationale du Canada, you will be responsible for delivering comprehensive financial services to individuals, corporations, and government agencies across...
-
Financial Services Professional
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeResponsibilitiesDevelop and maintain strong relationships with customers through proactive engagement and regular communication.Assess customer needs and offer relevant financial solutions, including banking products, investments, and lending options.Work collaboratively with internal stakeholders to deliver seamless customer experiences and achieve business...
-
Financial Services Professional
20 hours ago
Laval, Quebec, Canada National Bank Full timeWealth Associate RoleAs a wealth associate at National Bank, you will play a key role in supporting investment advisors to deliver exceptional client experiences. Your responsibilities will include:Servicing clients through superior customer service and meeting their requests.Carrying out routine operations related to financial transactions, such as...
-
Spécialiste des services financiers
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeVoici quelques-unes de vos responsabilités clésEn tant que Conseiller(ère) en services bancaires, vous aurez pour responsabilité de:- Offrir un service exceptionnel aux clients en répondant à leurs questions et en résolvant leurs problèmes ;- Fournir des informations précises et régulièrement mises à jour sur les produits et services financiers...
-
Financial Services Coordinator
2 days ago
Laval, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a highly skilled and organized individual to join our team as a Wealth Associate. In this role, you will play a critical part in supporting investment advisors, helping them deliver exceptional client service and meet business objectives.Key Responsibilities:Support investment advisors in delivering exceptional customer service,...
-
Business Service Associate
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeRequirementsA high school education or equivalent work experience.Basic knowledge learned on the job, including verbal and written communication skills, organization skills, and collaboration and team skills.Fluency in English and French, with the ability to communicate effectively with clients and team members inside and outside Quebec.BMO Financial Group...
-
Customer Service Representative
4 days ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Customer Experience Associate, you are the face and heart of our branches. Our priority is to help customers achieve their financial goals by providing exceptional service throughout their journey.We are looking for people-centric individuals who can connect with customers in a relatable way. If you have strong customer service skills and...
-
Financial Services Associate Manager
2 weeks ago
Laval, Quebec, Canada Banque Nationale du Canada Full timeAbout Banque Nationale du CanadaWe are a leading financial institution dedicated to serving the unique needs of high-net-worth individuals and organizations. Our Private Banking 1859 sector offers a comprehensive range of services, including wealth management, investment advice, and portfolio analysis.Job RequirementsTo succeed in this role, you will need to...
-
Banking and Financial Solutions Expert
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeAbout BMO Financial Group">We are a leading financial institution that delivers exceptional customer experiences and creates lasting, positive change for our customers, communities, and people.">Our Values">We value diversity, equity, and inclusion in our workplace and strive to create an environment where everyone feels valued, respected, and heard.">Job...
-
Conseiller financier
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeDécouvrez notre environnement de travailBMO Financial Group est un employeur soucieux de la qualité de vie de ses employés. Nous offrons un environnement de travail stimulant, des avantages sociaux attractifs et des opportunités de formation et de développement professionnel. Notre équipe est composée de personnes passionnées et motivées qui...
-
Customer Service Representative
7 days ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Customer Experience Associate at Scotiabank, you will play a vital role in delivering exceptional service to our clients. Your primary focus will be on building strong relationships with customers and providing tailored solutions to meet their financial needs.Key Responsibilities:Taking a proactive approach to understanding customer needs...
-
Associate, Sales and Customer Service
2 days ago
Laval, Quebec, Canada Intact Financial Corporation Full timeJOB DESCRIPTION About the role If you're passionate about helping others and are known for your excellent communication and people skills, we may be a good fit As a Sales & Customer Service agent, you'll become a trusted advisor in helping Canadians protect the things they care about. We'll provide you the mentorship and training as you pursue your...
-
Financial Services Expert
7 days ago
Laval, Quebec, Canada Fed Finance Full timeFed Finance is committed to delivering exceptional recruitment services for accounting and finance professionals. Our team of experts provides personalized support to clients and candidates alike, ensuring a seamless hiring experience.We are currently seeking a Financial Services Expert to join our client's legal team. As a key member of the financial...
-
Associate - Financial Services
2 days ago
Laval, Quebec, Canada National Bank Full time**Our Approach to Work**We recognize the importance of work-life balance and strive to provide an environment that supports your overall well-being. As a member of our team, you will enjoy a range of benefits designed to enhance your quality of life, including competitive compensation, flexible work arrangements, and opportunities for professional...
-
Financial Services Representative
4 days ago
Laval, Quebec, Canada Scotiabank Full timeCompany OverviewScotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping our customers achieve success. We value the unique skills and experiences each individual brings to the Bank and are dedicated to creating an inclusive and accessible environment for everyone.Job DescriptionAs a Personal Banking...
-
Financial Solutions Specialist
2 weeks ago
Laval, Quebec, Canada BMO Financial Group Full timeWe're looking for an experienced Commercial Lending Professional who can utilize their unilateral discretionary limits for corporate lending and recommend credit in accordance with sound credit granting principles.Required Skills and QualificationsTechincal mastery acquired through education or work experience.Strong oral and written communication...