Offres d'emploi
Trouvez des postes près de chez vous, sur site, hybrides ou à distance.- Emplois similaires à : Wealth Associate
Wealth Associate
National BankRichmond Hill
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 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 BankCalgaryA 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 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 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 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 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 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 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 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 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 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 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
Senior Wealth Associate
National BankTorontoA career as a Senior 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 work closely with investment
Associate Attorney - Litigation Associate/Construction Defects
Houston
Job Description Job DescriptionWe are seeking a full time Associate Attorney with 3-5 years of civil litigation experience to join our Houston law firm. This immediate opening is ideal for a lawyer in
Associate Attorney - Litigation Associate/General Civil
HoustonJob Description Job DescriptionWe are seeking a full time Associate Attorney to join our Houston law firm. This immediate opening is ideal for a lawyer interested in general civil litigation, commerci
ASSOCIATE
West Palm BeachJob Description Job DescriptionSearcy Denney Scarola Barnhart & Shipley, P.A. () is a nationally recognized trial law firm committed to protecting and defending the rights of people injured through ne
Associate Dentist
Aspen DentalDavenportThis 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 Organization
Associate Attorney
San BernardinoJob Description Job DescriptionMake a Real Impact as a Children's Advocacy Attorney! Location: San Bernardino, CA Full-Time $98,000-$165,000/year DOE Are you ready to use your legal skills to change l
Associate Attorney
CharlotteJob Description Job DescriptionAssociate Attorney (Entry-Level) - Immigration Location:Charlotte, North Carolina Firm:The Law Office of Theodore A. Maloney, PLLC Position Overview The Law Office of Th
Associate Attorney
PhoenixJob Description Job Description Benjamin & Associates is one of the most well-known immigration litigation firms in Arizona. We handle removal defense, asylum, family-based visas, detained cases, bond
Senior Associate
Pompano BeachJob Description Job Description Lovegrove & Lastella, PLLC is an established and growing law firm located in Broward County, Florida, looking to expand its first-party property insurance defense pract
Wealth Associate
- Richmond Hill, Ontario, Canada
- Richmond Hill, Ontario, Canada
À propos
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!
Compétences linguistiques
- English
Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.