Wealth Associate
3 weeks ago
We are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.
Key Responsibilities- Support investment advisors in providing superior customer service and meeting client requests
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
- Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
- Analyze and update client files, and produce portfolio management reports
- Ensure adherence to compliance and risk management rules
National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a team of over 1,000 investment advisors managing the assets of over 400,000 clients. We offer a dynamic work environment and a range of benefits to support your career growth and well-being.
Requirements- Completed college and/or university diploma in a related field
- Two years of relevant experience in the banking, insurance, and/or financial industry
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
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Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
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Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
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Wealth Associate
1 month ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
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Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and our team. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results for our clients.Your...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in delivering superior customer service and respond to client...
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Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in delivering superior customer service and respond to client...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in delivering superior customer service and respond to client...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in delivering superior customer service and respond to client...
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Wealth Associate
2 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJob Summary:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service and supporting our wealth advisors in delivering outstanding results.Key Responsibilities:Support investment advisors in providing...
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Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them deliver outstanding results to our clients.Your...
-
Wealth Associate
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them deliver outstanding results to our clients.Your...
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Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results to our clients.Your...
-
Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key ResponsibilitiesSupport investment advisors in providing superior customer...
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Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key ResponsibilitiesSupport investment advisors in providing superior customer...
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Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities* Provide superior customer service to clients and respond to...
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Wealth Associate
2 weeks ago
Laval, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in providing superior customer service and meet...
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Wealth Associate
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Summary:As a Wealth Associate at National Bank, you will play a key role in supporting wealth advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the management of client relationships, ensuring that clients receive the highest level of service and support.Key Responsibilities:* Assist wealth...
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Wealth Associate
2 weeks ago
Laval, Quebec, Canada National Bank Full timeJob DescriptionJob Title: Wealth AssociateJob Summary: We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities:Provide superior...
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Laval, Quebec, Canada Croesus Full timeCroesus is a leader in delivering cutting-edge, high-performance, and secure solutions tailored for wealth management. Our offerings encompass portfolio management systems, portfolio rebalancing tools, and robust application programming interfaces (APIs). Our innovative solutions empower wealth management professionals to enhance productivity, strengthen...
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Laval, Quebec, Canada Croesus Full timeCroesus is a leader in delivering cutting-edge, high-performance, and secure solutions tailored for wealth management. Our offerings encompass portfolio management systems, portfolio rebalancing tools, and robust application programming interfaces (APIs). Our innovative solutions empower wealth management professionals to enhance productivity, strengthen...
