25 meilleures offres (insurance advisor life, health & wealth, winnipeg, mb) (à pourvoir)

Wealth Associate
National Bank of Canada —Winnipeg, MB
- Temps plein
- Microsoft Excel
- Anglais
- Microsoft Office
- Programmes de Bien-être
- Programme d'Aide aux Employés
Wealth Advisor Assistant
Raymond James Financial, Inc. —Winnipeg, MB
- De 45 000 $ à 55 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Outlook
- Expérience administrative
- Plan d'actionnariat des employés
- Bourses d'Études
Wealth Advisor
Assiniboine Credit Union Ltd —Winnipeg, MB
- Microsoft Office
- Diplôme d'études secondaires
- Développement commercial
- Assurance Dentaire
il y a 10 jours
Communications Specialist
IG Wealth Management —Winnipeg, MB
- De 52 000 $ à 63 500 $ par an
- Travail hybride
- Microsoft Powerpoint
- Marketing
- Compétences rédactionnelles
- Assurance Invalidité
- Assurance Dentaire
PIA Client Service Associate
TD Bank —Winnipeg, MB
- De 43 300 $ à 56 700 $ par an
- Temps plein
- Service à la clientèle
- Expérience administrative
- Baccalauréat
- Congés payés
Developing Investment Advisor (Winnipeg)
TD Bank —Winnipeg, MB
- De 50 000 $ à 100 000 $ par an
- Temps plein
- Finance
- Développement commercial
- Baccalauréat
- Congés payés
Senior Wealth Planner, Advanced Wealth Planning
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- De 120 000 $ à 156 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Finance
- Assurance Vie
il y a 1 jour
Underwriting Analyst
People Corporation —Winnipeg, MB
- De 65 000 $ à 80 000 $ par an
- Temps plein
- Travail hybride
- Finance
- Esprit d'analyse
- Amélioration continue
- Assurance Dentaire
Financial Consultant - Provencher Branch
Assiniboine Credit Union Ltd —Winnipeg, MB
- Capacités de présentation
- Services financiers
- Assurance Dentaire
il y a 9 jours
Private Banking Officer
BMO Financial Group —Winnipeg, MB
- De 36 600 $ à 67 500 $ par an
- Temps plein
- Analyse de données
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
il y a 2 jours
Business Operations Support Representative
TD Bank —Winnipeg, MB
- De 43 900 $ à 58 600 $ par an
- Temps plein
- Microsoft Office
- Expérience administrative
- Baccalauréat
- Congés payés
Training Specialist
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- De 73 000 $ à 77 250 $ par an
- Microsoft Outlook
- Analyse de données
- Finance
- Assurance Vie
il y a 3 jours
Technology Associate
National Bank of Canada —Winnipeg, MB
- Temps plein
- Travail hybride
- Anglais
- Finance
- Esprit d'analyse
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate Advisor
People Corporation —Winnipeg, MB
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Travail hybride
- Marketing
- Développement commercial
- Capacités de présentation
- Assurance Invalidité
- Assurance Dentaire
Client Service Administrator
People Corporation —Winnipeg, MB
- De 50 000 $ à 55 000 $ par an
- Temps plein
- Travail hybride
- Anglais
- Diplôme d'études secondaires
- Saisie de données
- Assurance Dentaire
Client Service Associate, BMO Nesbitt Burns (Contract)
BMO Financial Group —Winnipeg, MB
- De 34 200 $ à 63 000 $ par an
- Temps plein
- Bases de données
- Esprit d'analyse
- Mentorat
- Bourses d'Études
- Assurance Vie
IT Technical Specialist
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- De 55 000 $ à 70 000 $ par an
- Azure
- Microsoft Outlook
- Informatique
- Assurance Vie
Advisor
ECL Group of Companies —Winnipeg, MB
- Recherche
- Finance
- Développement commercial
Postuler rapidement
Franchise Specialist, Business Banking - Prairies 1
Scotiabank —Winnipeg, MB
- Service à la clientèle
- Finance
- Développement commercial
Payroll Manager
People Corporation —Winnipeg, MB
- De 115 000 $ à 130 000 $ par an
- Temps plein
- Travail hybride
- Anglais
- Baccalauréat
- Amélioration continue
- Assurance Dentaire
Manager, Partner Support
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- De 77 000 $ à 83 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Assurance Vie
il y a 2 jours
Bilingual Client Care Specialist
People Corporation —Winnipeg, MB
- De 45 000 $ à 55 000 $ par an
- Temps plein
- Travail hybride
- Espagnol
- Anglais
- Compétences en communication
- Assurance Dentaire
- Heures d'arrivée et de départ flexibles
customer service associate
Dollar Tree —Winnipeg, MB
- Temps partiel
- Service à la clientèle
- Hôtel
- Diplôme d'études secondaires
- Assurance Dentaire
- Bourses d'Études
Senior Financial Planner
National Bank of Canada —Winnipeg, MB
- Temps plein
- Anglais
- Développement commercial
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Investment Analyst, Canadian Equities
Mackenzie Financial Corporation —Winnipeg, MB
- De 110 000 $ à 160 000 $ par an
- Temps plein
- Travail hybride
- Informatique
- Ingénierie
- Maîtrise
- Assurance Invalidité
- Assurance Dentaire
il y a 4 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : insurance advisor life, health & wealth (winnipeg, mb)

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Wealth Associate

National Bank of Canada
Winnipeg, MB

Postuler dès maintenant

Détails du poste

Temps plein

Avantages

Programmes de Bien-être
Programme d'Aide aux Employés

Compétences

Investissement
Microsoft Excel
Anglais
Microsoft Office
Baccalauréat
Amélioration continue
Service à la clientèle
Orientation axée sur le service à la clientèle
Sens de l'organisation
Services financiers
Dépôts
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Diplôme d'études collégiales (hors Québec)
Interaction avec les clients
Opérations de change
Amélioration des processus opérationnels

Description complète du poste

Attendance: On-Site

Employment Category: Professional

Type of Contract: Permanent

A career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are completed accurately, followed through to completion, and communicated clearly.

This position is well suited to someone who enjoys working in a structured, professional environment, takes pride in accuracy, and is comfortable learning new technology and navigating multiple systems and processes. The successful candidate will be an important part of a close-knit advisory team that values collaboration, accountability, embracing new technology, and doing things properly.

Your job:

Support wealth advisors in providing superior client service and be available to respond to client requests in a timely and professional manner.
Carry out deposit, withdrawal, transfer, currency conversion, and other account instructions for investment accounts, ensuring careful review, diligent follow-up, and clear confirmation once complete.
Prepare, complete, and process client account documentation, including account opening, account updates, service requests, forms, and supporting documents.
Monitor submitted instructions and documentation through to completion, including identifying rejected or delayed items, following up with internal partners, and escalating when appropriate.
Help to integrate new technology and processes into the existing business.
Contribute to continuous improvement by identifying recurring operational issues and helping the team improve procedures, checklists, and follow-up practices.
Produce and prepare portfolio reports, statements, tax slips, and other client documents as required.
Ensure adherence to compliance and risk management rules, including appropriate handling of client information, documentation, approvals, and transaction instructions.

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 banking operations, wealth management, insurance, financial services, client service, administration, or another role requiring careful follow-through and attention to detail.
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course, or willingness to complete required industry courses if applicable to the role.
Excellent knowledge of Microsoft Office, especially Excel.
Strong organizational skills and ability to manage priorities, deadlines, and multiple active tasks.
Strong attention to detail, especially for transaction instructions, forms, data points, and client information.
Ability to communicate clearly, politely, and accurately with clients, advisors, and internal partners.
Comfort learning internal systems and processes, including documentation, ticketing, workflow, and reporting tools.
A collaborative mindset and willingness to work with a team.

#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: English

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 : insurance advisor life, health & wealth (winnipeg, mb)

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