Financial Services Coordinator
3 days ago
National Bank Private Banking 1859 is a dynamic organization dedicated to delivering exceptional client experiences. As a Wealth Associate, you will play a vital role in supporting our Private Wealth Advisors in providing superior customer service and building long-term relationships with clients.
The ideal candidate will possess excellent communication skills, be proactive, and have a passion for working in a fast-paced environment. If you're looking for a challenging and rewarding career opportunity, we encourage you to explore this exciting role further.
CompensationWe offer a competitive salary of $60,000 - $80,000 per annum, depending on experience and qualifications. Additionally, you'll be eligible for a range of benefits that promote your well-being and that of your family, including health and wellness programs, flexible group insurance, and a generous pension plan.
Job DescriptionYour key responsibilities will include:
- SUPPORTING Private Wealth Advisors in providing exceptional customer service, meeting client requests, and resolving problems effectively.
- CARRYING OUT routine operations related to financial transactions, such as purchases and sales of securities, and transaction adjustments.
- CARRYING OUT deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts, ensuring diligent follow-up.
- ANALYZING, OPENING, AND UPDATING client files.
- PRODUCING portfolio management reports.
- CARRYING OUT administrative management of client files, managing agendas, scheduling appointments, and preparing client meetings.
- ENSURING adherence to compliance and risk management rules.
- GUIDING AND TRAINING new employees and acting as a reference person (mentor) to peers for complex products, procedures, and policies.
To be successful in this role, you will need:
- A COMPLETED college or university diploma in a related field.
- FIVE YEARS of relevant experience in the banking (
-
Brossard, Quebec, Canada BMO Financial Full timeBMO Financial Group is seeking a skilled Financial Planner to join our team.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to help our customers achieve their financial goals.Responsibilities:Determine client needs and provide tailored solutions through the sale of managed products and services.Develop and...
-
Stratégiste financier des entreprises
4 weeks ago
Brossard, Quebec, Canada BMO Financial Group Full timeDescription du posteNous recherchons un stratégiste financier des entreprises dynamique et motivé pour rejoindre notre équipe à BMO Groupe financier. En tant que planificateur financier, vous jouerez un rôle clé dans l'élaboration de stratégies financières personnalisées pour nos clients.Fonctions clésDévelopper et mettre en œuvre des plans de...
-
Financial Service Specialist
4 weeks ago
Brossard, Quebec, Canada National Bank Full timeWe are seeking a Financial Service Specialist to join our team at National Bank. As a key member of our Corporate sector, you will have the opportunity to work in synergy with multiple partners and develop lasting business relationships with customers.About the RoleAs a Financial Service Specialist, your primary responsibilities will include:Opening...
-
Brossard, Quebec, Canada Brossard Hyundai Full timeWe are seeking a highly skilled Business Development and Financial Services Manager to join our team at Brossard Hyundai. This role offers a competitive salary of approximately $120,000 per year, depending on experience.About the RoleIn this position, you will be responsible for developing business strategies, building relationships with customers, and...
-
Senior Business Development Specialist
3 weeks ago
Brossard, Quebec, Canada Arrow Financial Business Full timeCompany OverviewArrow Financial Business is a leading bank in the Americas, guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services.Estimated SalaryThe estimated salary for this role is approximately $ $80,000 - $120,000 per year, depending...
-
Brossard, Quebec, Canada National Bank Full timeNational Bank seeks a highly skilled Banking Advisor to join its team. As a professional in this role, you will have the opportunity to live your ambitions and make a positive impact on the lives of clients and colleagues.Job OverviewThe Banking Advisor position offers a varied and dynamic role that requires adopting a friendly approach and using analytical...
-
Conseiller financier senior
4 weeks ago
Brossard, Quebec, Canada TD Full timeBienvenue chez TDÀ TD, nous sommes convaincus que les gens font la différence. C'est pourquoi nous créons des expériences exceptionnelles qui vous permettent de réussir en tant que professionnel et en tant que personne. À propos de notre équipeNos équipes sont conçues pour favoriser l'innovation, la collaboration et la croissance personnelle. Nous...
-
Senior Business Development Specialist
1 month ago
Brossard, Quebec, Canada Arrow Financial Business Full timeAbout this role: We're seeking a Senior Business Development Specialist to join our team at Arrow Financial Business.This is an exciting opportunity for a customer-centric individual who can connect with people in a relatable way. As a key member of our Canadian Banking Branch network, you will provide exceptional service throughout the customer's journey...
-
Senior Financial Planner Opportunity
3 weeks ago
Brossard, Quebec, Canada Royal Bank of Canada Full timeWe are seeking a skilled and experienced Senior Financial Planner to join our team at Royal Bank of Canada. In this role, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and financial...
-
Responsable Financier
3 weeks ago
Brossard, Quebec, Canada Groupe SGM Full timeRésultat du Groupe SGM, SIMAC est un entrepreneur spécialisé en électrotechnique qui œuvre dans les secteurs industriel et commercial à travers tout le Québec.Nous nous distinguons par notre équipe composée de techniciens en électrodynamique et d'ingénieurs en électricité.Notre mission est de fournir des services complets en...
-
Senior Financial Planning Specialist
1 month ago
Brossard, Quebec, Canada Royal Bank of Canada Full timeUnlock your potential as a Senior Financial Planning Specialist at Royal Bank of Canada.About the RoleThis is an exciting opportunity for a seasoned financial planning professional to join our team in Brossard, Quebec. As a Senior Financial Planning Specialist, you will have the chance to work with a dynamic and collaborative team to deliver trusted advice...
-
Senior Financial Advisor Quebec Opportunity
1 month ago
Brossard, Quebec, Canada Royal Bank of Canada> Full timeFinancial Planning Role in MontrealWe are seeking a talented Financial Planner to join our team in Montreal, Quebec. As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances.The ideal candidate will have a proven track record of...
-
Accounting Services Director
3 days ago
Brossard, Quebec, Canada Fed Finance Full timeEstablished in 2001, Fed Finance is a renowned recruitment firm specializing in temporary and permanent placements for accounting and finance professionals. Our team of experts offers unparalleled support throughout the job search process and beyond.We are currently seeking an experienced Accounting Services Manager to join our team in Brossard. As a key...
-
Accounting Services Director
6 days ago
Brossard, Quebec, Canada Fed Finance Full timeAbout Fed FinanceFed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are experts, speaking your language and committed to supporting you throughout your job search and career.Job OverviewWe are seeking an Accounting Services Director to manage our accounting services department for a...
-
Responsable Financier Senior
1 month ago
Brossard, Quebec, Canada BCGO S.E.N.C.R.L. Full timeÀ propos de l'entrepriseBCGO S.E.N.C.R.L. est une entreprise de services comptables et de conseils aux entrepreneurs avec des bureaux situés au cœur de la ville de Montréal, à Repentigny, Laval, Boisbriand, Brossard, Vaudreuil d'Orion et Salaberry-de-Valleyfield.Nous sommes fiers de notre expertise et de nos valeurs : l'excellence,...
-
Brossard, Quebec, Canada Fed Finance Full timeOverview of Fed FinanceFed Finance is a specialized recruitment agency with extensive expertise in temporary and permanent placements for accounting and finance professionals.We pride ourselves on our consultants who speak your language and are committed to providing exceptional support throughout your job search and career development.In the Greater...
-
Financial Services Expert
4 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout Us">We are a leading bank that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.>Job Description:We are looking for a skilled Banking Advisor to join our team. As a Banking Advisor, you will adopt a friendly approach and use your analytical skills to offer a...
-
Front Desk Coordinator
2 months ago
Brossard, Quebec, Canada beBee Professionals Full time $30,000 - $40,000We are seeking a highly organized and detail-oriented Front Desk Coordinator to provide exceptional customer service and administrative support to our team at beBee Professionals in Brossard.Key Responsibilities:Manage incoming calls, greet visitors, and provide a positive first impression of our company.Assist with scheduling appointments, managing office...
-
Brossard, Quebec, Canada Ville de Brossard Full timeÀ la Ville de Brossard, nous recherchons un Responsable des Projets Financiers pour rejoindre notre équipe. Bienvenue à Brossard !Nous sommes en pleine croissance et nous sommes à la recherche d'un professionnel expérimenté pour aider à conduire nos projets financiers avec succès.Salaire :Le salaire est compris entre 52 008 $ et 67 206 $,...
-
Responsable de soutien en placement financier
3 weeks ago
Brossard, Quebec, Canada CIVA Solutions ressources humaines Full timeDecouvrez votre prochaine aventure professionnelleNous recherchons un responsable de soutien en placement financier pour rejoindre notre équipe dynamique à Brossard.Qui sommes-nous ?CIVA Solutions ressources humaines est une entreprise de service d'investissement qui cherche des professionnels motivés pour les aider à atteindre leurs objectifs. Nous...