Investment Solutions Expert
4 days ago
As an Investment Solutions Expert at National Bank, you will have a unique opportunity to create a positive impact on clients' lives by supporting Financial Planners in their administrative investment activities and participating in business development activities.
Your Key Responsibilities- Optimize interactions with clients on technical, administrative, and operational aspects of their investment transactions.
- Use an advisory approach by detecting opportunities and referring clients to the right specialist.
- Propose transaction and investment solutions when analyzing client files, if required.
- Support Financial Planners in data analysis and solving complex files to satisfy clients.
- A high school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience.
- Mutual Fund Representative (MFR) license or certification within 3 months of hiring.
- Experience in customer service and interest in business development.
- Basic knowledge of investments.
- Administrative support experience and proficiency with IT tools.
- A competitive salary range of $60,000 - $80,000 per year, based on experience.
- A health and wellness program, including various options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- Preferential banking services.
- Opportunities to get involved in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
National Bank is a bank that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees and we welcome all candidates.
-
Architecte de solutions Power Platform expert
1 month ago
Québec, Quebec, Canada Kabesa Solutions Full timeTitre du poste : Architecte de solutions Power Platform expertRésumé du poste :Nous recherchons un Architecte de solutions Power Platform expert pour rejoindre notre équipe.Responsabilités principales :Concevoir et mettre en œuvre des solutions Power Platform à grande échelle.Développer des stratégies de gestion des environnements et du cycle de vie...
-
Financial Solutions Expert
4 weeks ago
Québec, Quebec, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a highly motivated Financial Solutions Expert to join our team in Quebec City, Canada. This is a full-time salaried position with a competitive estimated annual salary of $65,000-$80,000.Company OverviewThe Royal Bank of Canada is a leading financial institution dedicated to helping our clients achieve their financial goals. Our...
-
Business Solutions Expert
3 weeks ago
Québec, Quebec, Canada Red Hat Canada Limited (f.k.a Cygnus Solutions Canada Limited) Full timeAbout the JobRed Hat Canada Limited, a global leader in enterprise software solutions, is seeking an experienced Business Solutions Expert to drive customer success across all phases of the customer lifecycle. This role combines technical expertise with a customer-centric mindset to ensure successful engagements and drive long-term growth.What You Will...
-
Investment Portfolio Manager
3 weeks ago
Québec, Quebec, Canada EightSix Network Full timeCompany OverviewEightSix Network is a leading financial services company dedicated to helping individuals achieve their long-term goals. Our mission is to provide expert advice and innovative solutions to our clients, and we're committed to excellence in everything we do.At EightSix Network, we offer a competitive salary of $120,000 - $150,000 per year,...
-
Senior Investment Advisor
4 weeks ago
Québec, Quebec, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, driven by our purpose to help our customers achieve success.As a Senior Investment Advisor, you will play a critical role in developing and deepening client relationships by providing expert investment advice and service within the mass affluent market.You will focus on investment sales and new client...
-
Expert Power BI
3 weeks ago
Québec, Quebec, Canada Kabesa Solutions Full timeCompétences recherchéesAvoir une expérience significative dans le développement de solutions avec la Power BI; Avoir une bonne connaissance en l'environnement Microsoft 365; Avoir une bonne compréhension de Microsoft Azure ; Détenir une excellente capacité d'analyse; Être en mesure de s'adapter aux contextes métier et à l'environnement du client ;...
-
Senior Metrology Solutions Expert
1 month ago
Québec, Quebec, Canada InnovMetric Software Inc. Full timeWe are looking for a highly skilled and resourceful individual to join our team as a Senior Metrology Solutions Expert. This role offers an exciting opportunity to work with our flagship product, PolyWorks, and contribute to the development of next-generation digital data and process management technologies.The ideal candidate will have a background in...
-
Enterprise Technology Solutions Expert
3 weeks ago
Québec, Quebec, Canada ITC WORLDWIDE Full timeAt ITC WORLDWIDE, we are seeking a highly skilled Enterprise Technology Solutions Expert to join our team. The ideal candidate will have 5+ years of experience in SaaS sales, with a proven track record of creating pricing proposals, negotiating terms, and managing contract processes.This role requires strong interpersonal and communication skills to make...
-
Expert Solution Delivery Director
3 weeks ago
Québec, Quebec, Canada Vitech Systems Group Full time**Mission-Driven Leader Wanted**We are seeking an experienced Expert in Solution Delivery to join our team at Vitech Systems Group. As a key member of our organization, you will lead project delivery teams and guide clients through transformative changes using our cutting-edge products and methodologies.This role is perfect for individuals who have deep...
-
Investments Lawyer
1 week ago
Québec, Quebec, Canada iA Financial Group Full timeWe are seeking a Senior Legal Counsel to join our team, dedicated to supporting our subsidiary, iA Global Asset Management. This role involves providing legal support to teams responsible for investment in debt, real estate, infrastructure, and private equity.Key ResponsibilitiesDrafting, reviewing, and negotiating commercial and transactional agreements,...
-
Expert Financial Strategist
3 weeks ago
Québec, Quebec, Canada Scotiabank Full timeAt Scotiabank, we're committed to helping employees build their futures and making a meaningful impact.With a strong focus on customer-centric service, our team of expert financial advisors works closely with clients to understand their unique needs and goals.Job OverviewAs an Expert Financial Strategist at Scotiabank, you'll have the opportunity to work in...
-
Logistics Solutions Expert
6 days ago
Québec, Quebec, Canada Andy Transport Full timeAbout UsAt Andy Transport, we pride ourselves on delivering exceptional logistics solutions that cater to our clients' unique needs. With a strong presence in both Europe and North America, we have earned a reputation for our ability to translate operational requirements into lucrative business opportunities.Our integrated services are designed to provide...
-
Investment Portfolio Manager
3 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeAbout MD Financial ManagementMD Financial Management is a leading provider of investment management and wealth planning services.Salary Range:$80,000 - $120,000 per yearJob Description:This role involves working closely with clients to understand their financial goals and objectives, and providing tailored investment solutions to meet their needs.Key...
-
Investment Advisor
3 weeks ago
Québec, Quebec, Canada NBC Full timeRole OverviewIn this dynamic role as Investment Advisor at National Bank of Canada (NBC), you will have the opportunity to create a positive impact for our clients by supporting Financial Planners in their administrative investment activities. With a strong focus on business development, you will participate in activities with clients to optimize...
-
Senior Pension Expert
4 weeks ago
Québec, Quebec, Canada CA007 Mercer (Canada) Limited Full timeWe are seeking a Senior Pension Expert to join our team at Mercer, a leading company in pension administration. With a strong brand and commitment to developing our people, we offer a unique opportunity for growth and advancement.As a Senior Pension Expert, you will play a key role in providing high-quality administration services to clients, demonstrating...
-
SAP Financial Solutions Expert
1 week ago
Québec, Quebec, Canada IBM Full timeJob OverviewThis is an exciting opportunity to join IBM as a Senior Consultant specializing in SAP FI solutions. As a key member of our team, you will play a crucial role in delivering innovative technical solutions to clients across various industries.Your Role and ResponsibilitiesSAP FI Implementation LeadYou will be responsible for leading the...
-
Global Security Solutions Expert
3 weeks ago
Québec, Quebec, Canada Diebold Nixdorf Full timeAbout UsDiebold Nixdorf is a leading provider of innovative solutions that enable businesses to thrive in the digital age. With a strong presence across 75 million people worldwide, we are committed to connecting commerce and enhancing customer experiences.Job SummaryWe are seeking a highly skilled Global Security Solutions Expert to join our team. As a key...
-
Québec, Quebec, Canada CIBC Full timeWe're a leading financial institution dedicated to providing exceptional service and expert advice to our high net worth clients. Our team of experienced professionals is passionate about building long-term relationships with our clients, helping them achieve their financial goals, and navigate the complexities of wealth management.As a Financial Planning...
-
Expert en Conception de Solutions Java
6 days ago
Québec, Quebec, Canada Ciao Full timeProfession : Expert en Conception de Solutions JavaL'entreprise Ciao est spécialisée dans le développement de systèmes, l'accessibilité Web et le design inclusif.L'expert en conception de solutions Java sera responsable de la production des dossiers de conception fonctionnelle et de la validation des fonctionnalités des composantes...
-
Investment Services Professional
4 weeks ago
Québec, Quebec, Canada NBC Full timeWe are seeking a skilled Financial Services Representative to join our team at National Bank. As an Investment Services Professional, you will play a key role in creating a positive impact for our clients by supporting Financial Planners in their administrative investment activities.In this dynamic role, you will have the opportunity to optimize interactions...