Associate

2 months ago

Mercier Southeast, Canada National Bank Full time

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. This is a great opportunity to join the Gendron's Team Wealth Managment
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 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 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
#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
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

  • Sales Associate

    4 weeks ago

    Mercier Southeast, Canada RONA Full time

    About RONAAt RONA, we're passionate about helping people bring their projects to life. With over 22,000 employees across Canada, we're committed to making a difference in the communities we serve.Your RoleAs a Sales Associate, you'll be the expert our customers need to make their projects a reality. You'll turn every interaction into a memorable experience,...

  • Sales Associate

    4 weeks ago

    Mercier Southeast, Canada RONA Full time

    About RONAAt RONA, we're passionate about helping people bring their projects to life. With over 22,000 employees across Canada, we're committed to making a difference in the communities we serve.Your RoleAs a Sales Associate, you'll be the expert our customers need to make their projects a reality. You'll turn every interaction into a memorable experience,...

  • Associate

    3 days ago

    Mercier Southeast, Canada National Bank Full time

    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. This is a great opportunity to...

  • Associate

    4 weeks ago

    Mercier Southeast, Canada National Bank Full time

    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. This is a great opportunity to...

  • Associate

    2 months ago

    Mercier Southeast, Canada National Bank Full time

    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. This is a great opportunity to...

  • Banking associate

    3 days ago

    Mercier Southeast, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management 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...

  • Wealth Associate

    5 months ago

    Mercier Southeast, 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...

  • Banking associate

    3 days ago

    Mercier Southeast, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management 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...

  • Banking associate

    2 days ago

    Mercier Southeast, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management 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...

  • Banking associate

    2 days ago

    Mercier Southeast, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management 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...

  • Merchandising Service Associate

    4 weeks ago

    Mercier Southeast, Canada RONA Full time

    Merchandising Service Associate LanguageEnglish Français (CA) Apply NowBy joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement within the...

  • HR Shared Services Center Associate

    3 days ago

    Mercier Southeast, Canada COGIR Immobilier Full time

    POSITION DESCRIPTION: We are currently looking for an HR Shared Services Center Associate to join our Payroll and Human Resources team. This individual must be dynamic, focused and have excellent customer service skills. We offer a flexible environment and growth opportunities. ROLE AND GENERAL RESPONSIBILITIES: Maintain employee information in the...

  • Private Wealth Associate

    2 days ago

    Mercier Southeast, Canada National Bank Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: · Support the...

  • Private Wealth Associate

    2 days ago

    Mercier Southeast, Canada National Bank Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: · Support the...

  • Private Wealth Associate

    1 day ago

    Mercier Southeast, Canada National Bank Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job: · Support the Private...

  • HR Shared Services Center Associate

    2 weeks ago

    Mercier Southeast, Canada COGIR Immobilier Full time

    POSITION DESCRIPTION:We are currently looking for an HR Shared Services Center Associate to join our Payroll and Human Resources team. This individual must be dynamic, focused and have excellent customer service skills. We offer a flexible environment and growth opportunities.ROLE AND GENERAL RESPONSIBILITIES:Maintain employee information in the database up...

  • Merchandising Service Associate

    4 weeks ago

    Mercier, Quebec, Canada RONA Full time

    Merchandising Service AssociateAt RONA, we're committed to creating an inclusive and safe working environment that promotes work-life balance. As a Merchandising Service Associate, you'll enjoy a range of benefits, including:Key Responsibilities:Implementing visual merchandising strategies to enhance the shopping experienceCoordinating product displays and...

  • Merchandising Service Associate

    1 month ago

    Mercier, Quebec, Canada RONA Full time

    Merchandising Service AssociateAt RONA, we're committed to creating an inclusive and safe working environment that promotes work-life balance. As a Merchandising Service Associate, you'll enjoy a range of benefits, including:Key Responsibilities:Implementing visual merchandising strategies to enhance the shopping experienceCoordinating product displays and...

  • Retail Sales Associate, Mail Champlain

    2 weeks ago

    Mercier Southeast, Canada Bell Canada Full time

    Req Id: 421071 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you're ready to bring game-changing ideas to life and join a community that values, professional growth and employee wellness, we want you on the...

  • Retail Sales Associate, Mail Champlain

    2 weeks ago

    Mercier Southeast, Canada Bell Canada Full time

    Req Id: 421071At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world.If you're ready to bring game-changing ideas to life and join a community that values, professional growth and employee wellness, we want you on the...