25 meilleures offres (banking advisor, laval, qc) (à pourvoir)

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Scotiabank —Montréal, QC
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National Bank of Canada —Montréal, QC
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National Bank of Canada —Brossard, QC
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National Bank of Canada —Montréal, QC
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National Bank of Canada —Brossard, QC
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Conseiller principal credit- LONGUEUIL, QC
Scotiabank —Longueuil, QC
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Wealth Associate
National Bank of Canada —Brossard, QC
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Wealth Associate
National Bank of Canada —Montréal, QC
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il y a 8 jours
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National Bank of Canada —Montréal, QC
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il y a 1 jour
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Co-operators General Insurance Company —Laval, QC
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Postuler rapidement
ScotiaMcLeod Branch Operations Assistant
Scotiabank —Montréal, QC
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- Congés payés
20 h

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (laval, qc)

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Wealth Associate

National Bank of Canada
Laval, QC

Postuler dès maintenant

Détails du poste

Temps plein

Avantages

Programmes de Bien-être
Programme d'Aide aux Employés

Compétences

Français
Investissement
Tenue des dossiers
Classement
Microsoft Office
Baccalauréat
Service à la clientèle
Orientation axée sur le service à la clientèle
Soutien à la clientèle
Services financiers
Dépôts
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Diplôme d'études collégiales (hors Québec)
Cybersécurité
Interaction avec les clients
Opérations de change

Description complète du poste

Attendance: Hybrid

Employment Category: Professional

Type of Contract: Permanent

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!

Additional required languages: French

Skills: Communication, Critical Thinking, Information Analysis, Multitasking, Organization Skills, Problem Solving, Stress Management, Teamwork, Wealth Management, Cybersecurity, Accountability, Client-focused, Detail-oriented, Digital literacy, Initiative, Learn

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (laval, qc)

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