Associate - Wealth Management Professional
3 days ago
We are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at Banque Nationale du Canada. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their business goals.
Key Responsibilities:- Provide exceptional client service and support to wealth advisors in their daily activities
- Analyze client accounts to identify opportunities for growth and development
- Coordinate client meetings and appointments, ensuring seamless communication between clients, advisors, and internal stakeholders
- Ensure compliance with regulatory requirements and internal policies
- Collaborate with cross-functional teams to achieve business objectives
- College diploma in a related field, such as business administration or finance
- At least one year of relevant experience in a related field, such as banking operations or customer service
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
We offer a competitive compensation package, including a comprehensive benefits program, opportunities for professional development, and a dynamic work environment that fosters collaboration and innovation.
At Banque Nationale du Canada, we are committed to creating a workplace that is inclusive, diverse, and respectful of all employees. We believe that our employees are our greatest asset and are dedicated to providing them with the tools and resources they need to succeed.
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Wealth Management Associate
5 days ago
Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...
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Wealth Management Associate
6 days ago
Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...
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Wealth Management Associate
3 days ago
Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...
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Wealth Management Associate
3 days ago
Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...
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Wealth Management Associate
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Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and helping them achieve their financial goals.Key Responsibilities:Provide...
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Wealth Management Associate
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Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and helping them achieve their financial goals.Key Responsibilities:Provide...
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Wealth Management Associate
1 day ago
Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...
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Wealth Management Associate
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Montreal, Quebec, Canada NBC Full timeJob Title: Associate in Wealth ManagementAt National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key Responsibilities:Provide exceptional customer...
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Wealth Management Associate
2 weeks ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in their business development.Key ResponsibilitiesClient Communication: Ensure...
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Wealth Management Associate
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Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in their business development.Key ResponsibilitiesClient Communication: Ensure...
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Wealth Management Associate
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Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective communication between...
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Wealth Management Associate
3 weeks ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective communication between...
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Associate - Wealth Management
3 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.Key ResponsibilitiesProvide exceptional client service and support to...
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Associate - Wealth Management
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Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.Key ResponsibilitiesProvide exceptional client service and support to...
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Montreal, Quebec, Canada Cclprivatecapital Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Cclprivatecapital. As an Associate Wealth Advisor, you will play a key role in providing exceptional client service and delivering investment planning and portfolio management to high-net-worth clients.Key ResponsibilitiesSupport an established...
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Montreal, Quebec, Canada Cclprivatecapital Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Cclprivatecapital. As an Associate Wealth Advisor, you will play a key role in providing exceptional client service and delivering investment planning and portfolio management to high-net-worth clients.Key ResponsibilitiesSupport an established...
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Wealth Management Associate
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Montreal, Quebec, Canada NBC Full timeJob SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...
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Wealth Management Associate
1 week ago
Montreal, Quebec, Canada NBC Full timeJob SummaryWe 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 investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...
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Wealth Management Associate
1 month ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeBecome an integral part of the Wealth Management division at Banque Nationale du Canada as a Wealth Management Associate, where your skills in collaboration and client relations will shine. In this position, you will support wealth advisors in delivering exceptional service that significantly enhances client satisfaction. Facilitate effective communication...
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Associate - Wealth Management
2 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Banque Nationale. As an Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.Key ResponsibilitiesAssist financial advisors in delivering...