Job Opportunities
Find jobs near you, whether onsite, hybrid, or remote.- Similar Jobs to: Wealth Associate
Wealth Associate
National BankLaval
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 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 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 BankQuebecA 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 Banking Executive Assistant
BMO FinancialChicago
Application Deadline:06/25/2026Address:320 S Canal StreetJob Family Group:Business ManagementPerforms a variety of administrative and clerical tasks, financial and human resources administration and p
Sales Associate
AaronsJeffersonvilleSales Associate The salary range for this role is $12.75 to $13.50 per hour/annually.* This position is also eligible for incentive pay based on performance. Sales Associates keep people smiling at
Lot Associate
Home Depot (Retail)MinneapolisLot AssociateLot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficien
Lot Associate
Home Depot (Retail)LeesburgLot Associate | Home DepotLot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintainin
Lot Associate
Home Depot (Retail)MassenaLot Associate | Home DepotLot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintainin
Sales Associate
PetcoUnited StatesWant 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
Sales Associate
Hot TopicUnited StatesHot Topic Sales AssociateJoin 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'
Sales Associate
Luma Financial TechnologiesUnited StatesSales RepresentativeFounded in 2018, Luma Financial Technologies ("Luma") has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private
Leasing Associate
NTS CapitalIrvingNTS has owned and managed high-quality real estate developments across the Midwest and Southeast United States for 60 years. We are adding to our team at Sagemont, a 325-unit luxury apartment communit
Sales Associate
AaronsNewburgSales Associate The salary range for this role is $12.75 to $13.50 per hour/annually.* This position is also eligible for incentive pay based on performance. Sales Associates keep people smiling at
Meat Associate
Whole Foods MarketJerichoA career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet. That means improving
Development Associate
NorthPoint Development LLCCincinnati*This is an on-site role in the Cincinnati office. Curious about a career with NorthPoint? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empow
Lot Associate
Home Depot (Retail)SchenectadyLot Associate | Home DepotLot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintainin
Lot Associate
Home Depot (Retail)San Tan ValleyLot Associate | Home DepotLot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintainin
Lot Associate
Home Depot (Retail)Painted PostLot Associate | Home DepotLot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintainin
Sales Associate
United PacificUnited StatesSales AssociateAs a Sales Associate you will be eligible for: 90 Day Performance-Based Increase Referral Bonus 401K Tuition Reimbursement Program Flexible schedules Full Time positions are also eligib
Sales Associate
Brothers That Just Do GuttersUnited StatesThe Brothers That Just Do GuttersThe Brothers that just do Gutters are a full-service rain gutter and gutter guard franchise. We repair, install, and maintain Seamless Gutters, Gutter Guard, Specialty
Sales Associate
Goldfish Swim SchoolUnited StatesBenefits: Competitive salary Flexible schedule Free uniforms Opportunity for advancement Training & development Make waves and pave the way for your careerAt Goldfish Swim School we are not only passi
sales associate
ClarksUnited StatesPart Time Sales AssociatesClarks is looking for Part Time Sales Associates to join the team! Our employees are the sole of our company. So, if free shoes and generous employee discounts sound good to
About
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!
Languages
- English
This job comes from a TieTalent partner platform. Click "Apply Now" to submit your application directly on their site.