Sherbrooke, Qc Insurance advisor Jobs – 18 Openings This Week

Wealth Associate
National Bank of Canada —Sherbrooke, QC
- Full-time
- Microsoft Office
- Bachelor's
- Financial services
- Wellness program
- Employee assistance program
10d
Expert Banking Advisor
Royal Bank of Canada —Sherbrooke, QC
- Full-time
- Sales
- English
- Finance
12d
Manager, US Cards Fraud Strategy
BMO Financial Group —Quebec Province
- $69,000–$129,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- English
- Tuition reimbursement
- Life insurance
4d
Account representative
National Bank of Canada —Sherbrooke, QC
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Wellness program
- Paid time off
Personal Finance Advisor
Desjardins —Sherbrooke, QC
- Full-time
Branch Administrator and Operations Agent
National Bank of Canada —Sherbrooke, QC
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Sales
- Wellness program
- Employee assistance program
Human Resources Advisor
Intelcom | Dragonfly —Sherbrooke, QC
- Full-time
- Data analysis skills
- English
- Research
- Employee assistance program
8d
Customs Regulatory Compliance Consultant
Omnitrans inc. —Sherbrooke, QC
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- English
- Dental care
Quick apply
7d
Personal Finance Advisor
Desjardins —Weedon, QC
- Full-time
- Sales
- Bachelor's
- Financial services
1d
Advisor, Investment and Financing
Desjardins —Asbestos, QC
- Full-time
- Sales
- Customer service
- Financial services

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Wealth Associate

National Bank of Canada
Sherbrooke, QC

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Job details

Full-time
10 days ago

Benefits

Wellness program
Employee assistance program

Skills

French
Investment
Case file maintenance
Filing
Microsoft Office
Bachelor's
Client services
Customer service orientation
Customer support
Financial services
Deposits
CSC
College diploma
Cybersecurity
Client interaction
Currency exchange handling

Full job description

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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Refine Your Search

insurance advisor jobs in sherbrooke, qc

Wealth Associate

Expert Banking Advisor

Manager, US Cards Fraud Strategy

Account representative

Personal Finance Advisor

Branch Administrator and Operations Agent

Human Resources Advisor

Customs Regulatory Compliance Consultant

Personal Finance Advisor

Advisor, Investment and Financing

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