Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Wealth Associate
Wealth Associate
National BankChicoutimi
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
Wealth Associate
National BankQuebec CityA career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer
Wealth Associate
National BankMontrealA career as an Associate with the Entourage Advisory Group, part of the Wealth Management at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colle
Wealth Associate
National BankShawiniganA 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 Associate
National BankSherbrookeA career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer
Wealth Associate
National BankBrossardA 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 Associate
National BankVictoriavilleA 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 Management Associate: Client Success & Sales
Allworth Airline Advisors (Formerly RAA)Dallas
Allworth Airline Advisors (Formerly RAA) seeks a Wealth Management Associate to support sales efforts by managing relationships and ensuring timely execution of client deliverables. This role involves
Wealth Management Associate: Client Growth & Analytics
IMEAChicagoBernstein Private Wealth Management in Chicago is seeking an Associate to join their team. The role requires strong analytical and communication skills to assist Financial Advisors and provide excepti
Blackstone Private Wealth - Internal Sales, Associate (San Francisco)
Blackstone RestaurantSan FranciscoSales Professional Blackstone is at the forefront of redefining possibilities within the alternative investment landscape. For over 14 years, Blackstone Private Wealth has delivered industry-leading s
Warehouse Associate
WegmansPittsfordSchedule: Full timeAvailability: Applying To This Requisition Allows You To Be Considered For Multiple Opportunities. Please Provide As Much Availability That Works With Your Schedule. Age Requirement
Warehouse Associate
WegmansWebsterSchedule: Full timeAvailability: Applying To This Requisition Allows You To Be Considered For Multiple Opportunities. Please Provide As Much Availability That Works With Your Schedule. Age Requirement
Warehouse Associate
WegmansUnited StatesSchedule: Full timeAvailability: Applying To This Requisition Allows You To Be Considered For Multiple Opportunities. Please Provide As Much Availability That Works With Your Schedule. Age Requirement
Admissions Associate
Six Flags Great AdventureOld BridgeOverview:Don’t miss your admission ticket to a fun filled summer! Working for the Admissions department you will ensure that the guests have an amazing start to their day by assisting Guests in purcha
Associate Veterinarian
Petco Health and WellnessLos AngelesVeterinarian Position Want to help pets live their best lives? We're proud to be where the pets go and where the pet people go. If you want to make a real difference, create an exciting career path, f
Associate Chiropractor
HealthSource ChiropracticSaint CloudReplies within 24 hoursBenefits:PTO and other great benefits Continuous clinical and business training Company-paid CEU's Company-paid MalPractice Insurance 401(k) 401(k) matching Bonus based on perfo
Associate Dentist
Star Dental PartnersBrentwoodOverviewGeneral Dentist (DDS/DMD) | Part-Time | Brentwood, TNOpportunity: General Dentist (DDS/DMD) Part-TimeSchedule: 2 days per week on Thursday 7:30 am -4:30 pm and Friday 7:00 am -1:00 pmLocation:
Associate Veterinarian
American Veterinary GroupChieflandAssociate Veterinarian Ready to elevate your career? Suwannee Valley Veterinary Clinic is excited to add you as an Associate Veterinarian! Our team located in Chiefland, Florida prides themselves on t
Associate DVM
iVET360SultanAssociate DVM Join Our Team at Sultan Veterinary Clinic! Are you ready to make a meaningful impact on pets, people, and the community in a beautiful setting? Sultan Veterinary Clinic is looking for a
Associate Veterinarian
American Veterinary GroupBelmontAssociate Veterinarian Looking for a place where relationships matter just as much as medicine? Lineberger Veterinary Hospital is excited to welcome an Associate Veterinarian to our team in Gastonia,
Sales Associate
Boxlunch & Hot TopicStrongsvilleGet some, give back! We're looking for pop culture fanatics to help create the best experience for our customers.We’re on the search for a Sales Associate that will help lead our civic minded, pop cul
Sales Associate
Boxlunch & Hot TopicWestlandJoin the loudest store in the mall! We're looking for music and pop culture fanatics to help create the best experience for our customers. As a Hot Topic Sales Associate, you'll be a huge part of our
Sales Associate
Boxlunch & Hot TopicColonieGet some, give back! We're looking for pop culture fanatics to help create the best experience for our customers.We’re on the search for a Sales Associate that will help lead our civic minded, pop cul
Sales Associate
Kelley's Market | Kelley Williamson CompanyMiddletonDescription RETAIL TEAM MEMBERAs a Retail Team Member, you will be one of the “front line” representatives of the Kelley Williamson Company. Your work shift will fly as you assist customers and vendor
Sales Associate
Boxlunch & Hot TopicSmithfieldJoin the loudest store in the mall! We're looking for music and pop culture fanatics to help create the best experience for our customers. As a Hot Topic Sales Associate, you'll be a huge part of our
Über
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.
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
- Completion of CIRE: Canadian Investment Regulatory Exam
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service 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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Sprachkenntnisse
- English
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.