Wealth Management Specialist

Company OverviewCroesus Finansoft, Inc. provides cutting-edge wealth management solutions that empower professionals to improve their productivity, enhance client relationships, and make informed decisions. We strive to deliver a superior experience to our clients, users, partners, and employees, while positively impacting the community.Financial Analysis...

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. As a Client Experience Coordinator, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and...

Job SummaryWe are seeking a detail-oriented and customer-focused individual to join our team as a Wealth Associate. In this role, you will provide exceptional support to investment advisors, ensuring seamless interactions with clients and colleagues.Your Key Responsibilities:Support investment advisors in providing superior customer service and meeting...

A career as a Wealth Management Associate at National Bank offers the opportunity to showcase your ability to work in synergy with clients and colleagues. In this role, you will contribute to wealth advisors' success by delivering exceptional customer service that has a positive, long-term impact on our clients.Your key responsibilities:Ensure effective...

Supporting Our Clients' SuccessIn the Wealth Management Associate role, you will have the opportunity to make a meaningful impact on our clients' financial lives. By providing exceptional customer service and supporting wealth advisors in their business development, you will play a vital role in helping them achieve their goals.Your Key...

**About Our Team**National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.In this role, you will team up with a wealth advisor to offer an exceptional client experience, reporting directly to the...

Company OverviewNational Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across more than 100 branches. As a wealth associate, you will team up with a wealth advisor to offer exceptional client experiences.Job DescriptionSupport...

Foster Client Relationships and Drive Business GrowthIn the Wealth Management Associate role, you will be responsible for building strong relationships with clients and supporting wealth advisors in their business development. By analyzing client accounts and identifying opportunities for growth, you will play a vital role in helping wealth advisors achieve...

Job DescriptionWe are seeking a skilled and detail-oriented Wealth Associate to join our team. As a key member of our wealth management group, you will be responsible for providing exceptional customer service to clients and supporting investment advisors in their daily activities.Your Key Responsibilities:Provide superior customer service to clients and...

Attendance On-Site Job number 25839 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 01-Apr-2025 Location: Laval, Quebec City Laval Province/State Quebec Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can showcase your...

Attendance On-Site Job number 25839 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 01-Apr-2025 Location: Laval, Quebec City Laval Province/State Quebec Area of Interest: Wealth managementA career as a Wealth Associate at National Bank is a job where you can showcase your...

Attendance Hybrid Job number 25199 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 27-Feb-2025 Location: Laval, Quebec City Laval Province/State Quebec Area of Interest: Wealth managementA career as a Wealth Associate at National Bank is a job where you can showcase your...

Job Description:We are seeking an experienced Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to mass affluent investing clients.Key Responsibilities:Conduct needs analysis and provide customized financial plans to help clients achieve their...

We are seeking a detail-oriented financial analyst to join our software development team. As a key member, you will be instrumental in evaluating costs, developing precise budgets, and optimizing the profitability of our wealth management software solutions.The ideal candidate will possess a strong understanding of accounting principles and cost analysis...

Attendance Hybrid Job number 25199 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 27-Feb-2025 Location: Laval, Quebec City Laval Province/State Quebec Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can showcase your...

At National Bank, we're passionate about delivering exceptional client experiences. As a Wealth Management Associate, you'll play a vital role in serving our discerning high-net-worth clientele.Your Key ResponsibilitiesAssist advisors or private advisors with administrative tasks related to managing clients' accounts.Offer top-quality customer service,...

About Our TeamAt Banque Nationale du Canada, we strive to have a positive impact on peoples' lives. We're committed to serving our clients with excellence and integrity. We're looking for a highly motivated individual to join our team as a Wealth Management Associate. As a key member of our Private Banking 1859 sector, you will play a crucial role in...

Attendance Hybrid Job number 24853 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 10-Feb-2025 Location: Laval, Quebec City Laval Province/State Quebec Area of Interest: Wealth management A career as a Wealth Management Associate in the Private Banking 1859 sector at...

Job DescriptionIn this role as Senior Backend Developer, you will be working on high-performance and secure wealth management systems, including portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). Your primary responsibilities will include ensuring the evolution and maintenance of existing tools,...

About the PositionWe are seeking a skilled Client Relationship Manager to join our Wealth Management team. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our clients throughout their financial journey.Your Key ResponsibilitiesYou will connect with clients in a relatable way, delivering...