Associate (Hybrid)
4 weeks ago
A career as a Wealth Management Associate in the 1859 Private Banking sector is a job that allows you to offer services and advice to a distinctive and wealthy clientele within National Bank. In this role, you offer a wide range of financial services to individuals, businesses and public administrations across Canada, as well as specialized services to a select clientele based internationally.
Your job:
• Assist the private advisor in all administrative tasks related to the management of client accounts .
• Provide superior customer service , prepare customer meetings and act as a resource person for questions related to products, procedures and policies .
• Open and maintain customer files in accordance with deadlines .
• Carry out administrative links with the various operational services to efficiently carry out the required activities.
• Perform various administrative tasks related to the team’s financial transactions and business development.
• Assist in the preparation of portfolio analyses and/or financial planning.
• Keep your knowledge of financial markets up to date .
• Ensure compliance and risk management rules are respected.
Your team:
In order to properly serve this distinctive clientele in a high - potential market , you are part of a passionate, committed and dedicated team . You work closely with members of the sector, and you report to the Director of Client Service, Private Wealth Investment 1859. We aim to offer you maximum flexibility in your work to promote your quality of life . This includes hybrid work in the office and remotely , flexible working hours to balance professional and personal life, and flexible leave at times that matter.
Prerequisites:
• Completed college diploma and two years of relevant experience
• Studies in administration or office automation, desirable
• Experience in customer service
• Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.
• Knowledge of Word and Excel software
• Ability to work under pressure
• Autonomy, initiative and attention to detail
Languages: FrenchSkills
Press space or enter keys to toggle section visibility
Artificial Intelligence Cybersecurity Diversity & Inclusion Empathy Learning Agility Resiliency TeamworkYour benefits
Press space or enter keys to toggle section visibility
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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual 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:
Press space or enter keys to toggle section visibility
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 want to offer an accessible, barrier-free workplace 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-
Associate (Hybrid) - Wealth Management
1 month ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated 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 customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and remotelyEnsure...
-
Associate (Hybrid) - Wealth Management
1 month ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated 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 customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and remotelyEnsure...
-
Associate Property Manager
2 months ago
Québec City, Canada BGIS Full timeWho We Are BGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients’ businesses. Globally, we manage over...
-
Financial Associate
4 weeks 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 customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and over...
-
Financial Associate
4 weeks 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 customer service to our clients.Key ResponsibilitiesProvide exceptional customer service to clients, both in-person and over...
-
Associate Underwriter
5 months ago
Quebec City, Canada Northbridge Financial Corporation Full time**What it’s like to be a Northbridge Associate Underwriter** Our Associate Underwriters customize solutions for our clients when they have business for us to assess. They work closely with our extensive broker network to develop unique solutions for all classes of Surety risk. The Associate Underwriter is responsible for handling or assisting in the...
-
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
3 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,...
-
DIRECTEUR(TRICE) DE L'EXPÉRIENCE CLIENT
1 day ago
québec city, Canada The Home Depot Canada Full timeWith a career at The Home Depot, you can be yourself and also be part of something bigger. Position Overview:Customer Experience Managers (CXM) are members of the store leadership and management team, overseeing execution of store standards across the entire store, including customer service, department readiness, and operational processes. CXMs manage all...
-
DIRECTEUR(TRICE) DE L'EXPÉRIENCE CLIENT
8 hours ago
québec city, Canada The Home Depot Canada Full timeWith a career at The Home Depot, you can be yourself and also be part of something bigger. Position Overview:Customer Experience Managers (CXM) are members of the store leadership and management team, overseeing execution of store standards across the entire store, including customer service, department readiness, and operational processes. CXMs manage all...
-
Associate
2 weeks ago
Quebec City, Canada National Bank of Canada 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 - Wealth Management Professional
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the Role: We are seeking a highly skilled and motivated 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: Client Communication: Ensure effective communication with clients,...
-
Associate - Wealth Management Professional
2 months ago
Québec, Quebec, Canada National Bank Full timeAbout the Role: We are seeking a highly skilled and motivated 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: Client Communication: Ensure effective communication with clients,...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
-
Wealth Management Associate
4 weeks ago
Québec, Quebec, Canada National Bank Full timeJob Title: Wealth Management AssociateJoin National Bank as a Wealth Management Associate and take on a challenging role that offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your Responsibilities:Assist private advisors...
-
Associate Game Director
2 weeks ago
Québec City, Canada Jobs for Humanity Full timeJob DescriptionAs an Assistant Game Director at Ubi Québec, you will play a hybrid role of designer and manager, having an impact on a team of designers and on the various games of the Assassin's Creed brand. You'll help create systems and mechanics, then develop a clear plan of action to implement them. You'll supervise your team in the production process,...
-
Associate
2 months ago
Quebec City, Canada National Bank of Canada 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 precisely within the team...
