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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
Your 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:
#INDGP
Wealth Associate • Oakville, Ontario
Elevate your career as a Wealth Management Associate.Provide exceptional support to both clients and Advisors, ensuring top-tier service and efficient account management in a collaborative environm...Voir plus
A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea...Voir plus
A leading Canadian wealth management organization is looking for an Associate in Burlington to support Investment Advisors and ensure high-quality client service.Responsibilities include preparing ...Voir plus
The Family Wealth Advisor is accountable for the overall client relationship, including ongoing advice, planning, and regulatory compliance.Importantly, many responsibilities that would typically f...Voir plus
A wealth management firm in Canada seeks a Bilingual Client Onboarding & Servicing Associate to manage onboarding workflows and provide high-touch client support.The ideal candidate has over 3 year...Voir plus
A leading pharmaceutical company in Mississauga is seeking a Customer Engagement Associate to deliver exceptional customer service while supporting sales activities and building relationships with ...Voir plus
Elevate client experiences as a Client Service Associate, specializing in wealth management.Ensure exceptional service by preparing documentation and communication in support of client meetings and...Voir plus
A leading Canadian financial services co-operative is looking for an Actuarial Associate in Burlington.The role involves developing models for profitability analysis and providing strategic financi...Voir plus
Virtual Engagement Associate (Service Representative)**Inizio Engage is seeking an energetic, patient-focused professional to join our team as a Virtual Engagement Associate (VEA).In this role, you...Voir plus
Prepare reports of the daily cash position and provide daily oversight of cash flow Prepare daily bank reconciliations between the general ledger and bank balance.Provide up to date customer accoun...Voir plus
A well-established and growing wealth management practice is seeking a.Associate Advisor – Asset & Wealth Management.This opportunity is ideal for a driven, client-centric advisor who combines tech...Voir plus
Become a Wealth Associate and deliver exceptional service in a hybrid work environment.Collaborate with wealth advisors to manage client interactions and ensure satisfaction.In this role, you will ...Voir plus
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 wealth advisors to stand out ...Voir plus
A forward-thinking fintech startup in Canada seeks an FP&A Associate to join their Strategic Finance team.This role will focus on financial forecasting, analysis, and reporting while collaborating ...Voir plus
Join as a Senior Associate in Wealth Advisory, shaping client experiences and business growth.Work closely with Advisors to maximize client engagement and identify additional revenue streams.This S...Voir plus
Elevate client experiences as a Client Service Associate, specializing in wealth management.Ensure exceptional service by preparing documentation and communication in support of client meetings and...Voir plus
As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results.With offices across the country, we are home to some...Voir plus
A leading Canadian financial service cooperative is seeking an Associate Financial Advisor in Calgary to support agency operations through client engagement and sales activities.The role requires a...Voir plus
