Associate in Wealth Management
1 month ago
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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, more specifically within the Richard Cloutier Wealth Management team.
Your job:
Ensure effective communication between all parties (clients, advisors, and various collaborators) Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare for activities that support wealth 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 rulesYour team:
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. Reporting to the regional manager, you will team up with a wealth 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 Good knowledge of the Microsoft Office suite Organizational and priority management skills Valid Canadian Securities Course (CSC) and Conduct and Usage Standards Handbook as well as CIRO registration are an asset. #INDGP Languages: French 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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal-
Wealth Associate
6 months ago
Saint Andrews, Canada Impact Wealth Full timeIf you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...
-
Associate in Wealth Management
3 weeks ago
Saint-Georges, Canada National Bank Full timeA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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, more specifically within the...
-
Wealth Associate
3 months ago
Saint-Georges, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank Financial is a job where you can showcase 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 more precisely within the team Groupe financier...
-
Wealth Associate
6 months ago
Saint-Georges, Canada National Bank of Canada Full timeA 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...
-
Associate Advisor
6 months ago
Saint-leonard, Canada Manulife Wealth Inc. Full time**Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...
-
Assistant Wealth Management
6 months ago
Saint-Georges, Canada National Bank of Canada Full timeA 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. **Your job**: - Ensure effective communication between...
-
Customer Success Associate
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout UsNational Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada, serving close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches.Job SummaryWe are seeking a highly organized and customer-focused Customer Success Associate to join our dynamic team. As a key...
-
Wealth Associate
1 month ago
Montérégie-Ouest (Saint-Anicet), Canada National Bank Full timeA 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 Associate
1 month ago
Montérégie-Ouest (Saint-Anicet), Canada National Bank Full timeA 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 Associate
3 months ago
Montérégie-Ouest (Saint-Anicet), Canada National Bank Full timeA 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 superior...
-
Wealth Management Advisor
2 months ago
Saint-Georges, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. 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...
-
Wealth Management Associate Professional
3 weeks ago
Saint-Jérôme, Quebec, Canada National Bank Full timeAbout UsNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.Our team is committed to providing exceptional client experiences, and we're seeking a talented Assistant to join our ranks.
-
Associate
1 month ago
Saint-Georges, Quebec, G0M, Beauce-Sartigan, Canada National Bank Full timeA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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, more specifically within the...
-
Senior Wealth Management Assistant
3 weeks ago
Saint-Jérôme, Quebec, Canada National Bank Full timeAs a Senior Wealth Management Assistant at National Bank, you'll have the opportunity to work in synergy with clients and colleagues. In this role, you'll help investment advisors stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your JobEnsure effective communication between all parties (clients,...
-
Cosmetics Associate
6 months ago
Saint-Georges, Canada Walmart Canada Full time**Position Summary... **:Working as a Cosmetics Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Cosmetics Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the salesfloor. This Associate is a total loss champion, protecting company...
-
Wealth Management Advisor
1 month ago
Saint-Lambert, Canada Desjardins Full timeAs 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...
-
Associate
1 month ago
Région de Beauce (Saint-Prosper-De-Dorchester), Canada National Bank Full timeA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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, more specifically within the...
-
Associate
1 month ago
Région de Beauce (Saint-Prosper-De-Dorchester), Canada National Bank Full timeA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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, more specifically within the...
-
Wealth Management Advisor
4 months ago
Saint-Laurent, Canada Desjardins Full timeAs 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...
-
Scotiamcleod Administrative Associate, Saint John Nb
7 months ago
Saint John, Canada Scotiabank Full timeRequisition ID: 194951 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
