Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Wealth Associate
Wealth Associate
National BankQuebec City
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 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 BankKirklandA 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 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 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
Sales Associate
RONA+LavalAt 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
Sales Associate
RONALavalAt 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
Back-End associate
RONALavalAt 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
Sales Floor Associates / Warehouse Shipping Associate
Cathy''s PlaceWest YarmouthJob Description Job Description Cathy’s Place – Retail & Warehouse Team Members (Cape Cod) Join a fast-growing boutique blending in-store experience with a thriving eCommerce business About Cathy’s Pl
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
Associate Dentist
Benevis DentalHartfordBenevis Dental is seeking an Associate Dentist to provide high-quality care across multiple affiliated practices. In this traveling role, you will deliver comprehensive dental services, build patient
Sales Associate
Hot TopicHurstBoxlunch Sales Associate Get 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
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
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 SportswearLehiABOUT 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, Sales
Hollywood FeedPlanoAssociate, Sales Hollywood Feed was established in the 1950s, in Memphis, TN, as a pet supply store with friendly and knowledgeable service. More than half a century later, our love for pets is who we
Sales Associate
EssilorLuxottica SAGarlandSales Associate Brand: Sunglass Hut Location: Garland, TX, US, 75040 Store #: 005455 Sunglass Hut Macy's Position: Casual Part-Time Total Rewards: Benefits/Incentive Information At Sunglass Hut, we're
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, More specifically within the Boulanger Dussault Wealth Management Group
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
- CIRE: Canadian Investment Regulatory Exam New exams (replacing CSC, CPH ,an asset. - To be acquired in the months following the hiring
#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.