Talent.com
NBC
Wealth AssociateNBC • Ancaster, Ontario
Wealth Associate

Wealth Associate

NBC • Ancaster, Ontario
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Temps partiel
  • Permanent
Description de poste
Attendance On-Site Job number 27737 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 25-Jul-2025 Location: Ancaster, Ontario City Ancaster Province/State Ontario 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:

  • Completion of the Canadian Securities Course (SSC) and Conduct and Practices Handbook Course
  • 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
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

#INDGP

Languages: English

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 • Ancaster, Ontario

Offres similaires

Founder Support Associate - Elevation Capital

Elevation Capitalhamilton, on, ca
Temps plein

Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding.Run by a highly entrepren... Voir plus

 • Offre sponsorisée

Engaging Retail Sales Associate Position

GapGeorgetown, ON, CA
Temps plein

Drive sales and create memorable experiences as a Retail Sales Associate.Provide knowledgeable service to customers, resulting in enhanced brand loyalty and satisfaction.In this engaging role, your... Voir plus

 • Offre sponsorisée

Retail Associate for Positive Impact

Fossil Group, Inc.Halton Hills, Ontario, Canada
Temps plein

Become a pivotal part of our retail team dedicated to making a difference in customer experiences.As a Retail Associate, leverage your retail skills in a meaningful fashion environment.In this role... Voir plus

 • Offre sponsorisée

Remote Private Equity Associate ($100/hr)

Turinghamilton, on, ca
Télétravail
Temps plein

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Voir plus

 • Offre sponsorisée

Tandia Member Solutions Centre Associate

TandiaHamilton, ON, CA
Temps plein

Become part of Tandia Financial as a Call Centre Associate in Ancaster, Ontario! Focus on delivering outstanding member service while marketing financial solutions in a full-time capacity.You’ll be... Voir plus

 • Offre sponsorisée

Wealth Advisor: Build Your Own Advisory Practice

RBC Dominion SecuritiesHamilton, Ontario, Canada
Temps plein

A leading financial services firm in Hamilton is seeking an experienced Investment Advisor to help clients achieve their financial goals.The ideal candidate will have strong problem-solving skills,... Voir plus

 • Offre sponsorisée

Sales Associate-Eastgate Square (seasonal)

The Children's PlaceHamilton, ON, CA
Temps plein

The Children’s Place (Place) has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment.It is therefore the po... Voir plus

 • Offre sponsorisée

Retail Associate Opportunities At Value Village

Savers | Value VillageHamilton, Canada
Temps plein +1

Step into a rewarding role with Value Village as a Retail Store Associate in Stoney Creek, Ontario.Work in an inclusive environment while supporting sustainability and community initiatives.Value V... Voir plus

 • Offre sponsorisée

Bilingual Customer Engagement Associate

BET99hamilton, on, ca
Temps plein

BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Voir plus

 • Offre sponsorisée

Customer-Focused Financial Service Associate

Moneymart Inc.Hamilton, ON, CA
Temps plein

Drive results as a Customer-Focused Financial Service Associate at Money Mart, where your expertise meets outstanding customer service.Focus on delivering financial solutions tailored to customer n... Voir plus

 • Offre sponsorisée

Client Service Associate, Private Wealth (Contract) - $35,900 - $66,300 A Year

BmoHamilton, Canada
Temps plein

Supports Investment Advisors with client service, managing relationships, and administrative tasks including scheduling meetings and preparing reviews. Voir plus

 • Offre sponsorisée

Bistro Associate

denninger ltdHamilton, ON, CA
Temps plein

Associate training focused on developing practical skills.Flexible work schedules, posted 2 weeks in advance.Career advancement opportunities.Staff discount across all locations.Staff discount at o... Voir plus

 • Offre sponsorisée

Associate Director, Strategic Initiatives, Mcmaster University

Odgers BerndtsonHamilton, Canada
Temps plein

Ranked among the top 100 universities globally, through its cutting-edge research and world-class teaching and learning, McMaster University is focused on advancing human and societal health and we... Voir plus

 • Offre sponsorisée • Nouvelle offre

Business Valuator - Lynch & Associates Inc.

Lynch & Associates Inc.hamilton, on, ca
Temps plein

Lynch & Associates is a boutique forensic accounting firm specializing in Personal Injury Litigation Support (Economic Loss Quantification, Accident Benefit Quantification etc.Fraud Examinations, a... Voir plus

 • Offre sponsorisée

Financial Life Planning Advisor - RFL Wealth Management

RFL Wealth Managementhamilton, on, ca
Temps plein

Client Relationship & Growth Advisor.At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, and long-ter... Voir plus

 • Offre sponsorisée • Nouvelle offre

Customer-Focused Membership Associate

YMCA of Hamilton|Burlington|BrantfordHamilton, ON, CA
Temps partiel

Enhance member services at Les Chater Family YMCA in Hamilton, Ontario, with a part time Membership Associate position.This role focuses on customer engagement and requires flexibility for evening ... Voir plus

 • Offre sponsorisée

MNP Senior Associate Wealth Management

MNPHamilton, Ontario, Canada
Temps plein

Become a Senior Associate with MNP's Family Office Services, specializing in delivering financial planning to high net worth clients.Utilize your skills in strategy development and wealth analysis ... Voir plus

 • Offre sponsorisée

Cultivation Associate

The Green Organic Dutchman Ltd.Hamilton, Ontario, Canada
Temps plein

Approved by Health Canada, BZAM Ltd.Canadian cannabis producer on a mission to deliver what consumers want, be the producer retailers prefer, and be every province’s most reliable supplier.We offer... Voir plus

 • Offre sponsorisée

HUMAN RESOURCES ADVISOR

YWCA HamiltonHamilton, ON, CA
Permanent

Founded in 1889, YWCA Hamilton is known as one of Hamilton’s original social innovators and works from a feminist, anti-racist, and anti-oppressive framework.We are committed to providing meaningfu... Voir plus

 • Offre sponsorisée

(CAN) Asset Protection Associate

Walmart CanadaMilton, Halton Region, CA

To create and maintain a secure and effective work environment for all customers, associates, visitors, and vendors while demonstrating positive and professional behavior at all times.Increase prof... Voir plus