Wealth Management Associate

1 month ago

Montreal, Canada National Bank Full time
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 group of international clients.
Your role:
Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
Open and keep client files up to date
Be the administrative link between the different operational departments to effectively perform required activities
Carry out a variety of administrative tasks related to the team’s business development and financial transactions
Help prepare portfolio analyses and/or financial planning
Keep up to date on financial markets
Ensure adherence to compliance and risk management rules
Your team:
To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.
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:
Completed college diploma and two years of relevant experience
Office administration studies, an asset
Customer service experience
Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
Knowledge of Word and Excel
Ability to work under pressure
Autonomy, initiative and discipline
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
Opportunities to get involved in community initiatives
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.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

  • Wealth Management Associate Program

    2 days ago

    Montreal, Canada Banque Scotia Full time

    Join a winning team that is engaged and results-driven in an inclusive and high-performance culture.Wealth Management Associate Program - June 2025Scotiabank is among the largest banks in the world and is Canada’s most international bank. We offer advice, products, digital experiences, and financial services in over 50 countries. We are committed to...

  • Wealth Management Associate

    4 days ago

    Montreal, Quebec, Canada Disability Solutions Full time

    About UsRaymond James Ltd. is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs. Our company is built on a foundation of integrity, professionalism, and exceptional client service. We pride ourselves on our commitment to...

  • Associate Wealth Advisor

    3 weeks ago

    Montreal, Canada RBC Full time

    Job Summary Job Description What is the opportunity? RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is...

  • Internship Program-Financial Planner

    4 months ago

    Montreal, Canada IG Wealth Management Full time

    Own your FutureInternship Program – Financial PlannerREGIONS:SaguenayQuébec Rive-SudQuébec - SilleryMontréal West-IslandLavalSherbrookeQuébec - LebourgneufMontréal Rive-SudTerrebonne-LachenaieDorvalTrois-RivièresQuébec - Sainte-FoyMontréal Centre-villeBoisbriandGatineauRouyn-NorandaVal d'OrVictoriaville STATUS: Between 14 and 28...

  • Associate - Wealth Management

    7 months ago

    Montreal, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Associate Wealth Advisor

    3 weeks ago

    Montreal, Canada RBC Full time

    Job SummaryJob Description What is the opportunity? RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is...

  • Business Development Intern

    1 week ago

    Montreal, Canada IG Wealth Management Full time

    Location: Montreal, QCIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities...

  • Associate - Wealth Management

    7 months ago

    Montreal, Canada National Bank Full time

    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 providing...

  • Associate Wealth Advisor

    1 month ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is...

  • Customer Service Professional

    3 weeks ago

    Montreal, Quebec, Canada National Bank of Canada Full time

    Job SummaryWe are seeking a skilled Customer Service Professional to join our Wealth Management team at National Bank Financial. As an Associate, you will play a critical role in providing exceptional client experiences and supporting the success of our wealth advisors.

  • Wealth Management Associate

    2 weeks ago

    Montreal, Canada National Bank Full time

    Welcome to National Bank, where we strive to have a positive impact on peoples' lives. Our mission is built on partnership, agility, and empowerment.About UsWe are the fifth largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.Job DescriptionThis...

  • Wealth Associate

    7 months ago

    Montreal, Canada National Bank Full time

    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 providing...

  • Wealth Management Associate

    1 month ago

    Montreal, Canada National Bank Full time

    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...

  • Wealth Management Associate

    1 month ago

    Montreal, Canada National Bank Full time

    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...

  • Wealth Management Associate

    1 month ago

    Montreal, Canada National Bank Full time

    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...

  • Senior Mutual Funds Trader

    2 weeks ago

    Montreal, Quebec, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

  • Private Banking Associate Wealth Manager

    3 weeks ago

    Montreal, Canada National Bank Full time

    At National Bank, we're seeking a highly skilled Wealth Management Professional to join our team of experts in Private Banking. As an Associate Banking Representative, you'll play a crucial role in delivering exceptional client service and wealth management solutions to high-net-worth individuals.Your key responsibilities will include:Supporting the Private...

  • Wealth Associate

    7 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    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 providing...

  • Wealth Management Associate

    2 months ago

    Montreal, Canada National Bank Full time

    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...

  • Wealth Management Associate

    1 month ago

    Montreal, Canada National Bank Full time

    Attendance Hybrid Job number 23280 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 04-Nov-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management A career as a Wealth Management Associate in the Private Banking 1859 sector at...