Current jobs related to Associate in Wealth Management - Québec, Quebec - National Bank
-
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
-
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Job SummaryWe are seeking two Bilingual...
-
Wealth Services Coordinator, Multilingual
2 months ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
-
Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob Title: AssociateAre you looking for a career that combines customer service, financial expertise, and teamwork? As an Associate in our Wealth Management team at National Bank, you will have the opportunity to work closely with clients and colleagues to provide exceptional service and support.Your Role:Ensure effective communication between clients,...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleAs an Associate in the Wealth Management team at National Bank, you will play a key role in supporting wealth advisors to deliver exceptional customer service and drive business growth. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.Key ResponsibilitiesProvide exceptional customer service to...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleAs an Associate in the Wealth Management team at National Bank, you will play a key role in supporting wealth advisors to deliver exceptional customer service and drive business growth. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.Key ResponsibilitiesProvide exceptional customer service to...
-
Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services OperationsIGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a range of financial planning and investment management services to help millions of Canadians meet their financial goals.Location: Montreal, WinnipegWe...
-
Associate - Wealth Management
1 month ago
Québec, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Your Responsibilities:Provide exceptional customer service to clients, ensuring timely...
-
Associate - Wealth Management
1 month ago
Québec, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Your Responsibilities:Provide exceptional customer service to clients, ensuring timely...
-
Associate - Wealth Management
2 weeks ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleA career as an Associate in the Wealth Management team at National Bank offers a unique opportunity to collaborate with clients and colleagues, driving exceptional customer service that has a lasting impact on our clients, particularly within the Charest-Letarte team.Your ResponsibilitiesEnsure seamless communication among clients, advisors,...
-
Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring timely...
-
Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring timely...
-
Wealth Management Associate
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleA career as an Associate in the Wealth Management team at National Bank will give you the opportunity to demonstrate 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.Your Key...
Associate in Wealth Management
2 months ago
Job Summary:
We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.
Key Responsibilities:
- Ensure seamless communication between clients, advisors, and internal stakeholders
- Provide top-notch customer service through various channels, including in-person, phone, and email
- Analyze client accounts to identify opportunities for wealth advisors to develop their business
- Execute transactions related to investment accounts with precision and attention to detail
- Manage client files and maintain accurate records
- Coordinate advisors' schedules, arrange meetings, and prepare client materials
- Ensure compliance with regulatory requirements and risk management protocols
About Our Team:
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a network of over 1,000 investment advisors serving more than 400,000 clients across the country. As a member of our team, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging your skills and expertise to drive business growth and success.
What We Offer:
- A dynamic and supportive work environment that fosters collaboration and teamwork
- A comprehensive benefits package, including health and wellness programs, flexible insurance options, and a generous pension plan
- Opportunities for professional growth and development, including training and mentorship programs
- A hybrid work model that balances flexibility and work-life balance
- A commitment to diversity, equity, and inclusion, with a focus on creating a barrier-free workplace
Requirements:
- College diploma in a related field, such as business administration or finance
- At least one year of relevant experience in a related field, such as banking operations, customer service, or administration
- Strong knowledge of the Microsoft Office suite and ability to learn new software quickly
- Excellent organizational and priority management skills, with a focus on attention to detail and accuracy
Language: French
