Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Wealth Associate
Wealth Associate
National BankMississauga
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 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 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 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 BankEdmontonA 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 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 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 BankCalgaryA 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 BankEdmontonA 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 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 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 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
Asset & Wealth Management - Miami - Associate, Sales - 9381986
The Goldman Sachs Group, Inc.Miami
Associate SalesJob Duties: Associate Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute tax planning, projection and review (US and foreign) high-net-worth portfolios, including
DC Intermediary Internal Sales Associate | Wealth Solutions
State Street CorporationBostonState Street in Boston is looking for an Internal Sales Associate to enhance their Defined Contribution Intermediary Team. This role involves collaborating with Regional Consultants to improve the dis
Blackstone Private Wealth - Internal Sales, Associate (San Francisco)
Blackstone RestaurantUnited StatesSales ProfessionalBlackstone is at the forefront of redefining possibilities within the alternative investment landscape. For over 14 years, Blackstone Private Wealth has delivered industry-leading st
Asset & Wealth Management - Android Mobile Engineer - Marcus - Associate - Richardson
The Goldman Sachs GroupRichardsonWe are seeking a talented and motivated Mid‑Level Android Engineer to join our dynamic development team, contributing to the creation and enhancement of innovative mobile applications. This role is id
Associate Corporate Banking
National BankTorontoAs a Corporate Banking Associate in the Infrastructure, Credit Capital Markets team at National Bank of Canada, you will provide specialized support for analyzing, structuring, and originating complex
Overnight Associate
RestonSchedule:Part time Availability:Evening, Overnight (Including Weekends). Shifts end as late as 6am Age Requirement:Must be 18 years or older Location:Reston, VA Address:11950 Hopper Street Pay:$18 - $
Associate Veterinarian
Waccamaw Regional Veterinary CenterConwayAssociate Veterinarian (DVM) | Waccamaw Regional Veterinary Center | Conway, South CarolinaFull-Time or Part-Time | Flexible Scheduling | No Weekends | Half-Day FridaysWaccamaw Regional Veterinary Cen
Associate Veterinarian
North Phoenix Animal ClinicPhoenixAssociate VeterinarianNorth Phoenix Animal Clinic | Phoenix, ArizonaFlexible Schedule | Full-Time Opportunity | Small Animal PracticeNorth Phoenix Animal Clinic is seeking an Associate Veterinarian to
Associate Veterinarian
Branson Veterinary HospitalBransonAssociate Veterinarian (DVM)- Branson Veterinary Hospital (Branson, MO)Join a Premier Small Animal Veterinary Hospital in Branson, MOAre you a compassionate Associate Veterinarian (DVM) seeking a rewa
Associate Veterinarian
Bay Breeze Animal ClinicRockportTexas Gulf Coast Associate Veterinarian - 30 minutes from Corpus Christi Local, Texas and/or national relocation bonus opportunities available!Bay Breeze Animal Clinic, a growing, 2-doctor, small anim
Associate Veterinarian
Mead Veterinary Medical CenterMeadAssociate Veterinarian - Mead Veterinary Medical Center - Mead, COMead Veterinary Medical Center, located in Mead, Colorado, is a trusted full-service veterinary practice dedicated to providing compas
Culinary Associate
Hebrew SeniorLifeUnited StatesJob Description:Culinary Associate Hebrew SeniorLife employees set the highest standard in our commitment to redefine the experience of aging. With compassion, resilience, and determination, we make a
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.