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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Wealth Management Associate
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Wealth Management Associate
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Wealth Management Associate
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Wealth Management Associate
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Wealth Management Associate
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Wealth Management Associate
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting clients with their financial goals and objectives.Key ResponsibilitiesSupport clients in achieving their financial goals...
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Wealth Associate
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Val-d'Or, 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. As a Wealth Associate, you will play a key role in supporting clients throughout their financial journey, helping them achieve their goals and build long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing...
Wealth Management Associate
2 months ago
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.
Key Responsibilities- Client Support: Provide exceptional support to clients, understanding their financial needs and goals, and developing tailored solutions to meet their requirements.
- Portfolio Management: Manage client portfolios, making informed investment decisions to maximize returns and minimize risk.
- Relationship Building: Foster strong relationships with clients, understanding their needs and preferences, and delivering exceptional service to build trust and loyalty.
- Collaboration: Work closely with cross-functional teams, including investment specialists, to provide comprehensive financial solutions to clients.
- Education: Completion of the Canadian Securities Course (or equivalent) and Conduct and Practices Handbook Course.
- Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to learn and adapt to new software and IT systems.
- Experience: Previous experience in financial services or a related field, with a strong understanding of taxation and financial planning principles.
- Competitive Compensation: A competitive salary and bonus structure, reflecting your skills and experience.
- Benefits: A comprehensive benefits package, including health and wellness programs, flexible group insurance, and employee assistance programs.
- Professional Development: Opportunities for professional growth and development, including training and mentorship programs.