quebec city, qc wealth associate Jobs – 19 Openings This Week

Wealth Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Wealth Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Wealth Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Wealth Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Administrative experience
- Wellness program
- Employee assistance program
Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Associate Portfolio Manager
Royal Bank of Canada —Quebec City, QC
- Full-time
- Bilingual
- Microsoft Excel
- English
3d
ScotiaMcLeod Administrative Support Assistant - Quebec City
Scotiabank —Quebec City, QC
- English
- Administrative experience
- Communication skills
- Paid time off
Client Relationship Manager Commercial Banking - Quebec City
Scotiabank —Quebec City, QC
- Bilingual
- Sales
- English
Account Manager Commercial Banking
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Sales
- Master's degree
- Business development
- Wellness program
- Employee assistance program

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Wealth Associate

National Bank of Canada
Quebec City, QC

Apply Now

Job details

Full-time

Benefits

Wellness program
Employee assistance program

Skills

French
Customer service
Microsoft Office
CSC
College diploma

Full job description

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, specifically within the Khalil Advisor Group.

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
ERCI ; Canadian Investment Regulatory Examination (new examinations replacing CSC and IFC), an asset.
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

Apply Now

Refine Your Search

wealth associate jobs in quebec city, qc

Wealth Associate

Wealth Associate

Wealth Associate

Wealth Associate

Associate

Associate Portfolio Manager

ScotiaMcLeod Administrative Support Assistant - Quebec City

Client Relationship Manager Commercial Banking - Quebec City

Account Manager Commercial Banking

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