23 meilleures offres (banking advisor, quebec city, qc) (à pourvoir)

Wealth Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Microsoft Office
- Baccalauréat
- Services financiers
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Microsoft Office
- En présentiel
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- Programme d'Aide aux Employés
Banking Advisor
National Bank of Canada —Ville de Québec, QC
- De 49 000 $ à 60 700 $ par an
- Temps plein
- Anglais
- Services financiers
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 1 jour
Banking Advisor
Royal Bank of Canada —Ville de Québec, QC
- Temps plein
- Vente
- Déplacements à prévoir
- Compétences en informatique
il y a 8 jours
Bilingual Everyday Banking Advisor Overnight - Advice Centre
Royal Bank of Canada —Ville de Québec, QC
- Temps plein
- Anglais
- Services financiers
- Dactylographie
il y a 13 jours
Wealth Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Microsoft Office
- Baccalauréat
- Services financiers
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 1 jour
Client Advisor
Royal Bank of Canada —Ville de Québec, QC
- Temps plein
- Vente
- Service à la clientèle
- Déplacements à prévoir
Expert Banking Advisor
Royal Bank of Canada —Ville de Québec, QC
- Temps plein
- Vente
- Finance
- Déplacements à prévoir
il y a 8 jours
Advisory Agent, Member and Client Experience
Desjardins —Ville de Québec, QC
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- Développement commercial
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Business Advisor Trainee - Regional Opportunities - Quebec City, QC
Scotiabank —Ville de Québec, QC
- Service à la clientèle
- Développement commercial
- Diplôme universitaire non requis
il y a 12 jours
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —Ville de Québec, QC
- Temps plein
- Compétences informatiques
- Salesforce
- Anglais
il y a 1 jour
Client Associate, Investment Advisor, Wood Gundy-Bilingual
CIBC —Ville de Québec, QC
- Temps plein
- Anglais
- Développement commercial
- Services financiers
Wealth Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Microsoft Office
- En présentiel
- Programmes de Bien-être
- Programme d'Aide aux Employés
Wealth Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Microsoft Office
- En présentiel
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 6 jours
Financial Controller
Eddyfi Technologies —Ville de Québec, QC
- Temps plein
- Travail hybride
- Microsoft Excel
- Anglais
- Microsoft Office
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Account representative
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Microsoft Word
- Amélioration continue
- Services financiers
- Programmes de Bien-être
- Programme d'Aide aux Employés
2027 Wealth Management, Winter Finance Analyst (4-16 months)
Royal Bank of Canada —Ville de Québec, QC
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Compétences informatiques
il y a 1 jour
SME Account Manager
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Maîtrise
- Développement commercial
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Account Manager Commercial Agri-Food
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Vente
- Développement commercial
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
DIRECTOR, GROWTH AND TRANSITION CAPITAL
Business Development Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Anglais
- Finance
- Développement commercial
5 h
Finance Manager
Valsoft Corporation —Ville de Québec, QC
- De 90 000 $ à 100 000 $ par an
- Temps plein
- Télétravail
- Microsoft Excel
- Amélioration continue
- Déplacements à prévoir
Postuler rapidement
Financial Planner, Scotia Financial Planning - Beauport, QC
Scotiabank —Beauport, QC
- Anglais
- Développement commercial
- Déplacements à prévoir
Portfolio Controller
Valsoft Corporation —Ville de Québec, QC
- De 100 000 $ à 120 000 $ par an
- Temps plein
- Télétravail
- Microsoft Excel
- Déplacements à prévoir
- Intelligence artificielle
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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (quebec city, qc)

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Wealth Associate

National Bank of Canada
Ville de Québec, QC

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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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banking advisor emplois - quebec city, qc

Wealth Associate

Associate

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Bilingual Everyday Banking Advisor Overnight - Advice Centre

Wealth Associate

Client Advisor

Expert Banking Advisor

Advisory Agent, Member and Client Experience

Business Advisor Trainee - Regional Opportunities - Quebec City, QC

2027 Wealth Management, Winter Administrative Assistant (4-16 months)

Client Associate, Investment Advisor, Wood Gundy-Bilingual

Wealth Associate

Wealth Associate

Financial Controller

Account representative

2027 Wealth Management, Winter Finance Analyst (4-16 months)

SME Account Manager

Senior Account Manager Commercial Agri-Food

DIRECTOR, GROWTH AND TRANSITION CAPITAL

Finance Manager

Financial Planner, Scotia Financial Planning - Beauport, QC

Portfolio Controller

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

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