Wealth Associate

4 weeks ago

Vald'Or, Quebec, Canada National Bank Full time
About the Role

We 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 Responsibilities
  • Provide exceptional client service and support, ensuring timely and accurate delivery of financial solutions.
  • Collaborate with cross-functional teams to develop and implement tailored financial plans, meeting clients' unique needs and goals.
  • Stay up-to-date on industry trends, regulatory changes, and product offerings to provide informed advice and guidance to clients.
  • Build and maintain strong relationships with clients, colleagues, and external partners, fostering a culture of trust and collaboration.
What We Offer

As a Wealth Associate at National Bank, you will enjoy a dynamic and supportive work environment, with opportunities for growth and development. Our comprehensive benefits package includes:

  • Competitive compensation and bonus structure
  • Flexible work arrangements and remote work options
  • Professional development opportunities and training programs
  • Access to cutting-edge technology and tools
  • A comprehensive health and wellness program, including mental health support
Requirements

To be successful in this role, you will need:

  • Completion of the Canadian Securities Course (or equivalent)
  • Strong analytical and problem-solving skills, with attention to detail and accuracy
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously
Why Join Us?

At National Bank, we are committed to creating a positive and inclusive work environment, where employees feel valued and supported. We offer a range of benefits and programs to promote work-life balance, employee well-being, and career development. Join our team and be part of a dynamic and growing organization that is shaping the future of financial services.

  • Wealth Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About 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 Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About 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

    4 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    4 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    3 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    3 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Associate

    2 months ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About 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 Associate

    2 months ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About 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

    Val-d'Or, Quebec, Canada National Bank Full time

    About 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

    Val-d'Or, Quebec, Canada National Bank Full time

    About 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 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job 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...

  • Wealth Management Associate

    2 weeks ago

    Val-d'Or, Quebec, Canada NBC Full time

    Job SummaryAs a Wealth Associate at National Bank, you will play a key role in supporting clients throughout their life events to help them achieve their financial goals. This role requires a strong ability to build trust-based relationships and provide clients with the best solutions on the market.Key ResponsibilitiesManage a portfolio of clients and...

  • Wealth Management Associate

    2 months ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting clients in achieving their financial goals.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding their...

  • Wealth Management Associate

    2 months ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting clients in achieving their financial goals.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding their...

  • Wealth Associate

    1 month ago

    Val-d'Or, Quebec, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that allows you to leverage your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.Your Key Responsibilities:Support and...

  • Wealth Associate

    1 month ago

    Val-d'Or, Quebec, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that allows you to leverage your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.Your Key Responsibilities:Support and...