Weatlh Management Assistant

1 week ago

Québec, Canada National Bank of Canada Full time

A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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 more precisely within the team, Groupe conseil Gagnon.

**Your job**:

- Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Analyze client accounts to prepare for activities that support investment advisors in their business development
- Diligently carry out transactions related to investment accounts
- Open and update client files
- Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
- Ensure adherence to compliance and risk management rules

**Your team**:
National Bank Financial - Wealth Management is the fifth largest mutual funds 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. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

**Prerequisites**:

- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (an asset)
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills

INDGP

**Your benefits** In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options;
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

  • Assistant Vice President, Learning and Development

    1 week ago

    Québec, Quebec, Canada IG Wealth Management Full time

    Division:  IGM-HRLocation:  Montreal, Toronto, WinnipegIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management...

  • Assistant Manager

    2 weeks ago

    Québec, Canada Boutique 1861 Full time

    Company Description Founded in 2009, Boutique 1861 is a fast-growing canadian company specialized in womenswear with four distinct brands: 1861, La petite garçonne, Maison garçonne and Boudoir 1861. The company had its own online store, 1861.ca, as well as four stores, mainly located on Saint-Laurent Street in Montreal. With over 80 employees, the 1861...

  • Assistant Manager

    2 weeks ago

    Québec, Canada Club Monaco Flagship Full time

    ** version francaise** Rôles et responsabilités - Soutenir la chef de boutique en créant un environnement de travail axé sur l'assurance d'un service à la clientèle exceptionnel et positif et adopter les comportements de vente de l'entreprise. - Attribuer les segments SVP (superviseure des ventes) et les quarts de travail à l'équipe de gestion des...

  • Assistant Manager

    2 weeks ago

    Québec, Canada Hera Beauty Full time

    *English version follows Description de l'entreprise Crée en 2011, Hera Beauty (La Beauté Héra) propose une large gamme de produits de beauté tels que des extensions de cheveux, des perruques, des soins capillaires et des produits de soin de la peau.  Pour mieux servir notre clientèle diversifiée, Hera Beauty étudie avec passion le marché pour...

  • Assistant Department Manager

    2 weeks ago

    Québec, Canada IGA Full time

    **Assistant department manager**: Full-Time Number of hours per week : between 40 and 40 Shift : Day, Evening Availability : Anytime **Become an assistant department manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family you are considered as the one who is always available to help others? Then this job...

  • Assistant Department Manager

    5 days ago

    Québec, Canada IGA Full time

    **Assistant department manager**: Full-Time Number of hours per week : between 40 and 40 Shift : Day Availability : Anytime **Become an assistant department manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family you are considered as the one who is always available to help others? Then this job should...

  • Assistant Department Manager

    2 weeks ago

    Québec, Canada IGA Full time

    **Assistant department manager**: Full-Time Number of hours per week : between 40 and 40 Shift : Day Availability : Anytime **Become an assistant department manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family you are considered as the one who is always available to help others? Then this job should...

  • Assistant Department Manager

    6 days ago

    Québec, Canada IGA Full time

    **Assistant department manager**: Full-Time Number of hours per week : between 35 and 40 Shift : Day Availability : Anytime **Become an assistant department manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family you are considered as the one who is always available to help others? Then this job should...

  • Assistant Service Manager

    2 weeks ago

    Québec, Canada IGA Full time

    **Assistant service manager**: Full-Time Number of hours per week : between 40 and 40 Shift : Day Availability : Anytime **Become an assistant manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family are you considered to be the one you can always count on? Then this job should interest you! Do you have a...

  • Assistant Manager @ Swatch

    2 weeks ago

    Québec, Canada Swatch Group Canada Full time

    As an Assistant Store Manager, you will report to the Store Manager and will be responsible for managing every facet of the business in the absence of the store manager. You will effectively and efficiently ensure adherence to company policy and procedure. You will be expected to support the Store Manager in driving sales by motivating and assisting staff in...