Wealth Management Associate

As a Wealth Management Associate, you will support an investment advisor or a team of advisors by providing professional, efficient customer service and sound administrative management of client accounts, in compliance with the firm’s policies and procedures as well as regulatory standards in the securities industry. You will process client requests for...

A leading financial institution is seeking an Associate in their Wealth Management team located in Lanaudière, Quebec. The role involves providing exceptional customer service and supporting wealth advisors with communication, account analysis, and transaction management. The ideal candidate holds a college diploma and has relevant experience in banking...

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...

A leading Canadian bank is seeking a Wealth Associate in Bas-Saint-Laurent to provide exceptional customer service and support investment advisors. You will assist with financial transactions, manage client files, and ensure compliance with risk management rules. The ideal candidate will have a college diploma, experience in the financial industry, and...

**Primary Locations**:Gatineau, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: To conquer this high-growth market, PB 1859 is building a team of truly passionate professionals who are committed to going the extra mile to offer their distinctive clientele unparalleled service. By redefining the close relationships...

As a Wealth Management Assistant with the Signature Outaouais Service, you play a key support role for an advisor or a team of advisors by handling all administrative and operational tasks related to the 360° service offering, including securities investments. Your role involves implementing, from an operational and transactional perspective, the...

**Primary Locations**:Gatineau, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...