Wealth Management Associate

If you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...

Job Summary:We are seeking a highly skilled and motivated Associate to join our Wealth Management team in a hybrid role. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service and helping them stand out in the market.Key Responsibilities:Ensure effective communication between clients, advisors,...

Job Summary:As a Wealth Management Associate in our Hybrid team, you will play a key role in supporting our wealth advisors in delivering exceptional client service. Your primary responsibility will be to ensure effective communication between clients, advisors, and various collaborators. You will also provide superior customer service in person, on the...

Wealth 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...

About the Role:We are seeking a highly skilled and detail-oriented Client Support Specialist to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in providing exceptional customer service to our clients and supporting our wealth advisors in their business development.Your Responsibilities:Ensure...

About the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesProvide administrative support to wealth advisors in managing client...

Job SummaryWe are seeking a highly skilled Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesSupport investment advisors in providing superior customer service and meet client...

Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a critical role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities* Provide superior customer service to...

A career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within the team Groupe financier...

**Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...

Attendance Hybrid Job number 23474 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Nov-2024 Location: Saint-Georges, Quebec City Saint-Georges Province/State Quebec Area of Interest: Wealth management A career as an Associate in the Wealth Management team at National Bank,...

Job Summary:As a Wealth Associate at National Bank Financial, you will play a vital role in providing exceptional customer service to our clients. You will work closely with wealth advisors to deliver outstanding results and contribute to the growth of our team.Key Responsibilities: Support investment advisors in providing superior customer service and...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your role**: - Support investment advisors in...

A career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within the team Groupe financier...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...

Job Description:In this role as a Wealth Management Associate (Hybrid), you will be part of National Bank's dynamic team, supporting investment advisors to deliver exceptional customer experiences.About the Role:Effective communication between clients, advisors, and collaborators is crucial for success in this position.You will provide top-notch customer...

Unlock Your Potential as a Senior Customer Support AssociateWe are seeking an exceptional individual to join our team as a Senior Customer Support Associate in our Wealth Management division. This is a unique opportunity for you to leverage your excellent communication skills, strong analytical abilities, and passion for delivering exceptional customer...

Job Summary:National Bank is seeking a highly skilled Associate (Hybrid) to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring effective communication between clients, advisors, and collaborators, and analyzing client accounts to support investment advisors in their...

A career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within the team Groupe financier...

Job Summary:As a Wealth Associate at National Bank Financial, you will play a vital role in supporting investment advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the management of client relationships, ensuring that clients receive the highest level of service and support.Key Responsibilities:*...