Wealth Management Associate
4 weeks ago
As an Associate in the Wealth Management team at National Bank, you will play a key role in supporting wealth advisors to deliver exceptional customer service and drive business growth. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.
Key Responsibilities- Provide exceptional customer service to clients, responding to their needs and inquiries in a timely and professional manner.
- Support wealth advisors in their business development activities, including analyzing client accounts and preparing for activities that support their business growth.
- Ensure effective communication between all parties, including clients, advisors, and various collaborators.
- Coordinate advisors' agendas, schedule appointments, and prepare clients meetings.
- Ensure adherence to compliance and risk management rules.
National Bank Financial - Wealth Management is a leading investment 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 be part of a dynamic team that is passionate about delivering exceptional customer service and driving business growth.
What We Offer- A competitive compensation package, including a base salary and bonus structure.
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
- Opportunities for professional development and growth, including training and mentorship programs.
- A dynamic and inclusive work environment, with a focus on teamwork and collaboration.
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
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Wealth Services Coordinator, Multilingual
2 months ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
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Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services OperationsIGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a range of financial planning and investment management services to help millions of Canadians meet their financial goals.Location: Montreal, WinnipegWe...
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Associate - Wealth Management
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Québec, Quebec, Canada National Bank Full timeAbout 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 and driving business growth.Your Responsibilities:Provide exceptional customer service to clients, ensuring timely...
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Wealth Management Associate
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Québec, Quebec, Canada National Bank Full timeAbout the RoleWe 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 wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring timely...
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Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe 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 wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring timely...
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Wealth Management Associate
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleA career as an Associate in the Wealth Management team at National Bank will give you the opportunity to demonstrate your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your Key...
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Wealth Management Associate
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleA career as an Associate in the Wealth Management team at National Bank will give you the opportunity to demonstrate your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your Key...
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Associate - Wealth Management Professional
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Québec, Quebec, Canada National Bank Full timeAbout 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 client service and driving business growth. Key Responsibilities: Client Communication: Ensure effective communication with clients,...
