Talent.com
Wealth Associate
Wealth AssociateNBC • Mont-Saint-Hilaire, Quebec
Wealth Associate

Wealth Associate

NBC • Mont-Saint-Hilaire, Quebec
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Temps partiel
  • Permanent
Description de poste
Attendance
Hybrid
Job number
26728
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
23-May-2025
Location: Mont-Saint-Hilaire, Quebec
City
Mont-Saint-Hilaire
Province/State
Quebec
Area(s) of interest: Wealth management

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:

  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
  • Ensure adherence to compliance and risk management rules

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:

  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course (or to complete during the first year of employment)
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

#INDGP

Languages:
French

Skills

Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative
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!
Créer une alerte emploi pour cette recherche

Wealth Associate • Mont-Saint-Hilaire, Quebec

Offres similaires

Associate, Mortgage Underwriter - Groom & Associés / Associates

Groom & Associés / Associateslongueuil, qc, ca
Temps plein

Titre : Analyste adjoint(e), Prêts hypothécaires résidentiels.Statut : Permanent, temps plein.Établir et maintenir des relations positives avec les courtiers hypothécaires afin de les fidéliser à l...Voir plus

 • Offre sponsorisée

Web3 Research & Intelligence Associate (Remote - Canada) - joliette

C–CorpInvest Bankjoliette, qc, ca
Télétravail
Temps plein

C–CorpInvest Bank is a boutique investment firm dedicated to empowering small and medium-sized enterprises (SMEs) with tailored solutions to achieve growth and success.Our team of experienced profe...Voir plus

 • Offre sponsorisée

Associate Director, Financial Aid And Awards

Alberta Health ServicesLongueuil, Canada
Temps plein +1

Follow us on****Posting Reason:**Replacement of a regular position**Job Type:**Employee**Anticipated Duration in Months** (for contracts and temporary assignments):N/A**Job Family:**Financial Aid**...Voir plus

 • Offre sponsorisée

Associate, Private Banking

CIBCLongueuil, Canada
Temps plein

You engage with purpose to find the right solutions.You go the extra mile, because it's the right thing to do.You can demonstrate experience** with loan, mortgage, and investment products sufficien...Voir plus

 • Offre sponsorisée

Payments Operations Associate (Remote — South America / Canada) - joliette

Revleyjoliette, qc, ca
Télétravail
Temps plein

Revley is the operating system for high-scale subscription commerce.We route transactions across 9+ payment processors for enterprise brands doing $50K–$5M+/month.We're growing fast and need someon...Voir plus

 • Offre sponsorisée

Bilingual Dealer Care Associate - beloeil

Hyundai Capital Canadabeloeil, qc, ca
Temps plein

French and English is required for this role.Hyundai Capital Canada (HCCA) is the Canadian captive finance business for Hyundai Motor Group.We go to market under the service brands Hyundai Motor Fi...Voir plus

 • Offre sponsorisée

Payments Operations Associate (Remote — South America / Canada) - Revley

Revleyjoliette, qc, ca
Télétravail
Temps plein

Revley is the operating system for high-scale subscription commerce.We route transactions across 9+ payment processors for enterprise brands doing $50K–$5M+/month.We're growing fast and need someon...Voir plus

 • Offre sponsorisée

Associate Financial Advisor, Repentigny

CIBCRepentigny
Temps plein

We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength...Voir plus

 • Offre sponsorisée

Scotiamcleod Wealth Advisor Development Program - Ottawa

Scotia Wealth ManagementLongueuil, Canada
Temps plein

Requisition ID: ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921.Known for service excellence, trusted adv...Voir plus

 • Offre sponsorisée • Nouvelle offre

Associate P&C Business Partner

SolinkLongueuil, Canada
Temps plein

Associate P&C Business Partner Location: Ottawa, ON | Hybrid (preferred) Department: People & Culture Reports To: Grace Barbosa-Chin, Senior Manager, People & Culture Type: Contract (1 year) | Full...Voir plus

 • Offre sponsorisée

Associate Principal Strategic Execution - Reverba Global

Reverba Globaljoliette, qc, ca
Temps plein

Associate Principal, Strategic Execution.Lead complex healthcare programs.Build trusted client partnerships.At Reverba, we turn strategy into action in ways that make a real impact in healthcare.As...Voir plus

 • Offre sponsorisée

Wealth Management Associate (Hybrid)

National Bank of CanadaJoliette, Lanaudière, CA
Temps plein

A major financial institution in Canada is seeking a Wealth Management Associate to collaborate with wealth advisors while delivering exceptional customer service.In this full-time position, you wi...Voir plus

 • Offre sponsorisée

Senior Associate — Family Office Wealth Planning

MNPLongueuil, Canada
Temps plein

A leading Canadian advisory firm is seeking a Senior Associate for their Family Office Services in Ottawa.This role involves preparing financial strategies for high net worth clients, liaising with...Voir plus

 • Offre sponsorisée

Biology Private Tutoring Jobs Joliette

SuperprofJoliette, Canada
Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus

 • Offre sponsorisée

Web3 Research & Intelligence Associate (Remote - Canada) - C–CorpInvest Bank

C–CorpInvest Bankjoliette, qc, ca
Télétravail
Temps plein

C–CorpInvest Bank is a boutique investment firm dedicated to empowering small and medium-sized enterprises (SMEs) with tailored solutions to achieve growth and success.Our team of experienced profe...Voir plus

 • Offre sponsorisée

Associate Principal Strategic Execution

Reverba Globaljoliette, qc, ca
Temps plein

Associate Principal, Strategic Execution.Lead complex healthcare programs.Build trusted client partnerships.At Reverba, we turn strategy into action in ways that make a real impact in healthcare.As...Voir plus

 • Offre sponsorisée

Implementation Associate - Remote

Employment Herolongueuil, qc, ca
Télétravail
Temps plein

Employment Hero is on a mission to make employment easier and more valuable for everyone.Our Employment Operating System brings hiring, HR, payroll and benefits into an all-in-one solution.Since ou...Voir plus

 • Offre sponsorisée

Associate, Mortgage Underwriter

Groom & Associés / Associateslongueuil, qc, ca
Temps plein

Titre : Analyste adjoint(e), Prêts hypothécaires résidentiels.Statut : Permanent, temps plein.Établir et maintenir des relations positives avec les courtiers hypothécaires afin de les fidéliser à l...Voir plus