- Ensure seamless communication between clients, advisors, and team members
- Deliver exceptional customer service through various channels
- Analyze client accounts to support wealth advisors in business development
- Maintain accurate client files
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We are an independent wealth management team that supports individuals, families, and entrepreneurs in managing and planning their wealth. Our work is built on long-term relationships and a comprehensive approach covering investments, retirement, and estate planning. · This posit ...
Laval, Quebec1 week ago
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We are an independent wealth management team that supports individuals, families, and entrepreneurs in managing and planning their wealth. Our work is built on long-term relationships and a comprehensive approach covering investments, retirement, and estate planning. · This posit ...
Laval1 week ago
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Wealth Associate will assist Private Wealth Advisor in administrative tasks related to client accounts and provide superior customer service. · Coordinate administrative tasks with various operational services to efficiently complete required activities. · Perform diverse adminis ...
Laval1 month ago
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A role as a Wealth Associate in the Family Wealth Management Group at National Bank offers an opportunity to work collaboratively with clients and colleagues. This position enables wealth advisors to deliver exceptional customer service, having a lasting positive impact on client ...
Montreal $55,000 - $95,000 (CAD) per year3 days ago
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+ A career as a Wealth Associate within family wealth management Group Schulman at National Bank is +a job where you can showcase your ability to work in synergy with clients and colleagues.Your job:Support investment advisors in providing superior customer service and be availab ...
Montreal3 weeks ago
- Work in company
Adjoint ou adjointe, Gestion de patrimoine/Wealth Associate
Only for registered members
L'adjoint ou l'adjointe de gestion de patrimoine sera principalement responsable de fournir un service personnalisé de grande qualité aux clients et de soutenir les activités de gestion de placement. · ...
Montreal, Quebec1 month ago
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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. · ...
Montreal1 month ago
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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. · Your job: · Support investment advisors in providing superior customer service and be available to meet client requests · ...
Kirkland3 weeks ago
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A key role for a Wealth Associate at National Bank is to collaborate with clients and colleagues, delivering exceptional customer service that has a lasting impact. · Your responsibilities: · Support investment advisors in providing top-notch customer service and respond promptly ...
Kirkland $55,000 - $95,000 (CAD) per year3 days ago
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Job Description · What is the opportunity? · The RBC Dominion Securities branch located in Place Ville Marie is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers to deliver high-quality and comprehens ...
Montreal $55,000 - $90,000 (CAD) per year Full time1 week ago
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Job Description · What is the opportunity? · The RBC Dominion Securities Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers to deliver high-quality and comprehensive financial planning ...
Montreal $55,000 - $90,000 (CAD) per year Full time1 week ago
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We are a high-performing independent wealth management team working with successful individuals, families, and business owners. Our focus is on providing long-term guidance across investments, retirement, and estate planning. · This role is designed for someone at the beginning o ...
Dorval $55,000 - $90,000 (CAD) per year1 week ago
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We are a high-performing independent wealth management team working with successful individuals,families and business owners. · We provide long-term guidance across investments retirement and estate planning.This role is designed for someone at the beginning of their career who w ...
Dorval1 month ago
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We are a high-performing independent wealth management team working with successful individuals, families, and business owners. Our focus is on providing long-term guidance across investments, retirement, and estate planning. · Wealth Management Associate role is designed for som ...
Dorval, Quebec1 month ago
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Job Description · What is the opportunity? · RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developin ...
Montreal1 week ago
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The Associate Total Wealth Planner provides plan input support to Senior Total Wealth Planners in market and provides full planning engagements to existing clients of Scotia Wealth Management with investable assets of less than a million. · ...
Montréal, QC HA L1 month ago
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The RBC Dominion Securities Uptown branch is seeking an experienced individual to join a high-performing team. · Deliver comprehensive financial plans · Prepare wealth projections and modeling using firm tools to support client objectives · ...
Montreal, Quebec3 weeks ago
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The RBC Dominion Securities Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and ...
Montreal1 month ago
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At Fiera Capital · We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: · Your Inclusive Experience: We are committed to cultivating an inclusive, saf ...
Montreal4 days ago
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At Fiera Capital we invest in creating a culture of purpose that makes our people feel valued cared for seen and heard. · We are committed to cultivating an inclusive safe and trusting work environment. · ...
Montreal1 month ago
Wealth Associate - Laval - National Bank
Description
A dynamic career opportunity exists for an Associate in Wealth Management at National Bank. This role allows you to collaborate with clients and colleagues, showcasing your ability to work synergistically.
Your responsibilities include:
You will be part of a collaborative environment alongside close to 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches.
National Bank Financial - Wealth Management offers a hybrid work model allowing flexibility in work arrangements including remote options as well as flexible leave policies ensuring quality of life balance .We value our employees' wellbeing by providing benefits such as health programs insurance plans pension plan employee share ownership plan assistance program preferential banking services telemedicine virtual sleep clinic etc
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Wealth Management Associate
Only for registered members Laval, Quebec
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Wealth Management Associate
Only for registered members Laval
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Wealth Associate
Only for registered members Laval
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Wealth Associate
National Bank- Montreal
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Wealth Associate
Only for registered members Montreal
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Adjoint ou adjointe, Gestion de patrimoine/Wealth Associate
Only for registered members Montreal, Quebec
-
Wealth Associate
Only for registered members Montreal
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Wealth Associate
Only for registered members Kirkland
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Wealth Associate
National Bank- Kirkland
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Associate Wealth Advisor
Full time Only for registered members Montreal
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Associate Wealth Advisor
Full time Only for registered members Montreal
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Wealth Management Associate
Only for registered members Dorval
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Wealth Management Associate
Only for registered members Dorval
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Wealth Management Associate
Only for registered members Dorval, Quebec
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Associate Wealth Advisor- EN
Only for registered members Montreal
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Associate Total Wealth Planner
Only for registered members Montréal, QC HA L
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Associate Wealth Advisor- EN
Only for registered members Montreal, Quebec
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Associate Wealth Advisor- EN
Only for registered members Montreal
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Associate Vice President, Private Wealth
Only for registered members Montreal
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Associate Vice President, Private Wealth
Only for registered members Montreal