Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Wealth Associate
Wealth Associate
National BankMontreal
A 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 BankTorontoA 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 BankRichmond HillA 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 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 BankWinnipegA 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 BankMedicine HatA 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 BankChicoutimiA 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 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 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 BankKirklandA 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 BankLondonA 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 BankWest VancouverA 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 investment advisors to stand ou
Wealth Associate
National BankWinnipegA career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, yo
Wealth Associate
National BankLavalA 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 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
Senior Wealth Associate
National BankVancouverA career as a Senior Wealth Associate/Operations Manager 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 work close
Associate Wealth Market Leader
U.S. BancorpMilwaukee
Investment Sales Management RoleFunctions in management role within Investment Sales. Directs assigned market's sales efforts and the compliance/administrative duties regarding the sale of investment
Sales Associate / Client Service Associate - Wealth Management
Jefferies Financial GroupUnited StatesSales Associate / Client Service Associate – Wealth ManagementThe Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select
Product Design Associate, Wealth Management UX
The Goldman Sachs GroupNew YorkThe Goldman Sachs Group is seeking an Associate Designer for the AWM team to deliver impactful digital products. This role requires collaboration with cross-functional teams to create user-centric des
Portfolio Strategy Associate - Wealth Advisory Analytics
CliftonLarsonAllen Wealth Advisors LLCMadisonCliftonLarsonAllen Wealth Advisors LLC is seeking a dedicated professional to support Senior Wealth Advisors in Madison, Wisconsin. This role involves delivering comprehensive financial services, incl
Asset & Wealth Management- Miami- Associate, Sales- 10066406
Goldman SachsMiamiJob Duties Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work alongside an advisor team to help service clients and their families, providing comprehensive personal fina
Inside Sales Associate / Warehouse Associate
POOLCORPWest Palm BeachLocation:Royal Palm Beach, FL - 264; 6747 Belvedere Rd, Suite 113, West Palm Beach, Florida - 33413-1029 Pay:$17.50 - $18/hr and up to $2,500 through performance bonuses Work Hours:Monday - Friday 6AM
Associate Director Infrastructures
National BankMontrealA career as an Associate Director, Financial Market Infrastructures (FMI) within the Business Operational Strategy, Resilience and Risk Management team at National Bank Capital Markets means acting as
Über
A 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 advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
- Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Provide superior customer service in person, on the phone, and by email
- Analyze client accounts to prepare for activities that support wealth advisors in their business development
- Diligently carry out transactions related to investment accounts
- Open and update client files
- Coordinate advisors’ agendas, schedule appointments, and prepare clients 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:
- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suite
- Organizational and priority management 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.