Wealth Associate
1 month ago
Join National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.
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 is a leading investment brokerage firm in Canada, with a team of over 1,000 investment advisors managing the assets of more than 400,000 clients across 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to provide an exceptional client experience, leveraging your skills and expertise to drive success.
What We Offer:- A dynamic work environment with cutting-edge collaboration tools
- A hybrid (remote and in-office) work model, flexible work arrangements, and flexible leave
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
- Opportunities for professional growth and development, including training and mentorship programs
- 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 Conduct and Practices Handbook
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
French
Skills:Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork
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Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their financial goals.About the Role:Support...
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Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and driving business growth.About the Role:Support investment advisors in...
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Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their financial goals.About the Role:Support...
-
Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service and driving business growth.About the Role:Support investment advisors in...
-
Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management.About the RoleWe are seeking a highly motivated and detail-oriented individual to support our wealth advisors in providing exceptional customer service to our clients. As a Wealth Associate, you will play a...
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Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial as a Wealth Associate and take the first step towards a rewarding career in wealth management.About the RoleWe are seeking a highly motivated and detail-oriented individual to support our wealth advisors in providing exceptional customer service to our clients. As a Wealth Associate, you will play a...
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Wealth Associate
1 week ago
Saint-Georges, Quebec, Canada National Bank Full timeWealth Associate Job DescriptionAt National Bank, we're looking for a skilled Wealth Associate to join our team. As a Wealth Associate, you'll play a key role in providing exceptional customer service to our clients, working closely with wealth advisors to deliver tailored solutions that meet their needs.Key Responsibilities:Support investment advisors in...
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Wealth Associate
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a seamless experience for our clients.Key Responsibilities:Support investment...
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Wealth Associate
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a seamless experience for our clients.Key Responsibilities:Support investment...
-
Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a seamless experience for our clients.Key Responsibilities:Support investment...
-
Wealth Associate
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Your Responsibilities:Support investment...
-
Wealth Associate
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Your Responsibilities:Support investment...
-
Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a seamless experience for our clients.Key Responsibilities:Support investment...
-
Wealth Associate
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a seamless experience for our clients.Your Responsibilities:Support...
-
Wealth Associate
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a positive and long-term impact on our clients.Your Responsibilities:Support...
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Wealth Associate
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a seamless experience for our clients.Your Responsibilities:Support...
-
Wealth Associate
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a seamless experience for our clients.Your Responsibilities:Support...
-
Wealth Associate
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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, ensuring a positive and long-term impact on our clients.Your Responsibilities:Support...
-
Wealth Associate
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Key Responsibilities:Provide superior...
-
Wealth Associate
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob Title: Wealth AssociateJoin National Bank Financial 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 play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.Key Responsibilities:Provide superior...