Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Wealth Associate
Wealth Associate
National BankKirkland
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 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 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 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 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 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 BankQuebec CityA 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 Senior Associate
BMO FinancialDallas
Application Deadline:06/04/2026Address:200 Crescent CourtJob Family Group:Customer Shared ServicesProvides accurate and timely information/service for client products and services. Supports the delive
Associate, Wealth Management Sales Support and Lead Engagement
Northern TrustChicagoLead Engagement AssociateNorthern Trust's Global Sales Organization is seeking a Lead Engagement Associate to join our Wealth Management client acquisition team, which is tasked with actively conducti
Back-End Associate
RONA+SherbrookeAt RONA, our employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities w
Retail Associate
Six Flags Great AdventureOld BridgeOverview:You can’t put a price tag on the fun you’ll have working on our retail team. From selling candy and capes to restocking T-shirts and treasures, you’ll take home the perfect souvenir: a summer
Sales Associate
CMS Imaging IncNew YorkCMS Imaging is currently accepting resumes for a professional Sales Associate (Associate Sales Representative) for one of our territories within the Southeast.The Sales Associate (Associate Sales Repr
Sales Associate
Femtech Insider Ltd.New YorkCarrot is seeking a Sales Associate who is responsible for identifying and generating high‑value opportunities for our Account Executives to close. The Sales Associate will become a trusted resource a
Sales Associate
EnovisSalemWho We Are ABOUT ENOVIS Enovis Corporation (NYSE: ENOV) is an innovation-driven medical technology growth company dedicated to developing clinically differentiated solutions that generate measurably b
Sales Associate
Ace Cash ExpressHaywardSales Associate ACE Cash Express is currently looking for energetic, personable, and sales-oriented individuals to join our team! Use your sales skills to earn more with ACE! Hourly pay plus bonus inc
Sales Associate
Tommy BahamaGrapevineLIVE THE ISLAND LIFE Tommy Bahama is more than just an island inspired brand, its a lifestyle! Live the Island Life as an ambassador of our brand, representing the seasons stylish trends. We look for
Sales Associate
Boot BarnMcKinneySales Partner Our Sales Partners engage with customers and create an exceptional in-store experience. They embody Boot Barn's Mission, Vision and Values in their words and actions while demonstrating
Sales Associate
Granite TelecommunicationsWest Palm BeachGranite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an empha
Sales Associate
Boot BarnLady LakeSales Partner Our Sales Partners engage with customers and create an exceptional in-store experience. They embody Boot Barn's Mission, Vision and Values in their words and actions while demonstrating
Sales Associate
RocklerArlingtonJoin the Rockler Woodworking Family Are you passionate about woodworking or DIY projects? Do you thrive on helping others turn their creative visions into reality? Look no further! Join the Rockler fa
Sales Associate
Columbia SportswearRehoboth Beach$16 an hour Flexible schedule Employee discount Weekends preferred ABOUT THE POSITION With over 430 retail stores worldwide, our associates are essential to our business. From ensuring product availab
Retail Associate
Six Flags Great AdventureAllentownOverview:You can’t put a price tag on the fun you’ll have working on our retail team. From selling candy and capes to restocking T-shirts and treasures, you’ll take home the perfect souvenir: a summer
SALES ASSOCIATE
Columbia SportswearKing of PrussiaABOUT THE POSITION With over 430 retail stores worldwide, our associates are essential to our business. From ensuring product availability on the sales floor to creating eye-catching visual displays t
Associate Veterinarian
PetcoFontanaWant 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, feel welcome to be your
Associate Dentist
Aspen DentalBransonAssociate Dentist This opening is for an Associate Dentist. At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with working with a world-class Dental Service
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.
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
- 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.