25 meilleures offres (banking advisor, pointe claire, qc) (à pourvoir)

Wealth Associate
National Bank of Canada —Laval, QC
- Temps plein
- Travail hybride
- Service à la clientèle
- Microsoft Office
- En présentiel
- Programmes de Bien-être
- Programme d'Aide aux Employés
Financial Advisor, Investment & Retirement Planning - Chabanel West Branch
Scotiabank —Montréal, QC
- Vente
- Anglais
il y a 5 jours
Scotia Jarislowsky Fraser Wealth Manager - Montreal
Scotiabank —Montréal, QC
- Anglais
- Affaires
- Comptabilité
il y a 5 jours
Senior Advisor Model Validation
National Bank of Canada —Montréal, QC
- Temps plein
- Travail hybride
- Bilingue
- Doctorat
- Anglais
- Programmes de Bien-être
- Programme d'Aide aux Employés
Chief Advisor Strategy and Corporate Development
National Bank of Canada —Montréal, QC
- Temps plein
- Bilingue
- Compétences rédactionnelles
- Anglais
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate, Canada Growth Fund Investment Management
PSP Investments —Montréal, QC
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
- Congés payés
Regional Director, High Net Worth Wealth Planning
BMO Financial Group —Montréal, QC
- De 103 100 $ à 179 700 $ par an
- Temps plein
- Bilingue
- Vente
- Anglais
- Bourses d'Études
- Assurance Vie
Director, Investments, Indigenous and Northern Infrastructure (Bilingual)
Canada Infrastructure Bank —Montréal, QC
- Bilingue
- Ingénierie
- Anglais
Estate planner
National Bank of Canada —Montréal, QC
- Temps plein
- Esprit d'analyse
- Amélioration continue
- Programmes de Bien-être
- Programme d'Aide aux Employés
Investment and Retirement Specialist
National Bank of Canada —Montréal, QC
- Temps plein
- Travail hybride
- Maîtrise
- Développement commercial
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate Branch Manager, Wood Gundy-Bilingual
CIBC —Montréal, QC
- Temps plein
- Bilingue
- Expérience en gestion
- Vente
Financial Advisor, Investment & Retirement Planning Associate
Scotiabank —Montréal, QC
- Vente
- Finance
il y a 4 jours
Chief Advisor Financial Crime Validation
National Bank of Canada —Montréal, QC
- Temps plein
- Travail hybride
- Bilingue
- Anglais
- Finance
- Programmes de Bien-être
- Programme d'Aide aux Employés
Manager/Senior Manager, Regulatory Compliance
KPMG —Montréal, QC
- Temps plein
- Microsoft Powerpoint
- Bilingue
- Microsoft Excel
Investment Associate, Wealth Management, Nesbitt Burns
BMO Financial Group —Montréal, QC
- De 40 000 $ à 78 900 $ par an
- Temps plein
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
il y a 14 jours
ScotiaMcLeod Senior Financial Planning Associate
Scotiabank —Montréal, QC
- Anglais
- Finance
- Capacités de présentation
- Congés payés
Private Wealth Advisor-Bilingual
CIBC —Montréal, QC
- Temps plein
- Bilingue
- Anglais
- En présentiel
Financial Planning Specialist-Bilingual
CIBC —Montréal, QC
- Temps plein
- Bilingue
- Anglais
- En présentiel
Senior Manager Special Accounts
Laurentian Bank —Montréal, QC
- Temps plein
- Plan d'actionnariat des employés
- Congés payés
Senior Financial Planner - CIRO-MFD/AMF
CIBC —Montréal, QC
- Temps plein
Agent, Comptes en Fiducie et Commissions (contrat d'1 an) / Trust Accounts and Commissions Agent (1 year contract)
PEAK Financial Group —Montréal, QC
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Excel
- Anglais
- Assurance Dentaire
- Programme d'Aide aux Employés
Postuler rapidement
Lead Expert
National Bank of Canada —Montréal, QC
- Temps plein
- Bilingue
- Anglais
- Finance
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Analyst Tax Compliance
National Bank of Canada —Montréal, QC
- Temps plein
- Bilingue
- Microsoft Excel
- Analyse de données
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 5 jours
Data Scientist, Model Validation
Desjardins —Montréal, QC
- Temps plein
- Anglais
- SQL
- Esprit d'analyse
8 h
Directeur(trice) Principale – Finance et Contrôle / Director of Finance – Controllership
Kerr Financial —Montréal, QC
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Word
- Microsoft Excel
- Programmes de Bien-être
- Indemnité kilométrique
Postuler rapidement
il y a 14 jours

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

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Wealth Associate

National Bank of Canada
Laval, QC

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Détails du poste

Temps plein

Avantages

Programmes de Bien-être
Programme d'Aide aux Employés

Compétences

Français
Service à la clientèle
Microsoft Office
Diplôme d'études collégiales (hors Québec)

Description complète du poste

Attendance: Hybrid

Employment Category: Support

Type of Contract: Permanent

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!

Additional required languages: French

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Wealth Associate

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Regional Director, High Net Worth Wealth Planning

Director, Investments, Indigenous and Northern Infrastructure (Bilingual)

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Investment and Retirement Specialist

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Financial Advisor, Investment & Retirement Planning Associate

Chief Advisor Financial Crime Validation

Manager/Senior Manager, Regulatory Compliance

Investment Associate, Wealth Management, Nesbitt Burns

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Senior Financial Planner - CIRO-MFD/AMF

Agent, Comptes en Fiducie et Commissions (contrat d'1 an) / Trust Accounts and Commissions Agent (1 year contract)

Lead Expert

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

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