Wealth Associate
National Bank of Canada
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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Associate in Medicine Hat, AB vacancy
$18 per hour
Overview Languages English Education Secondary (high) school graduation certificate or equivalent experience Experience 7 months to less than 1 year On site Work must be completed at the physical location. There is no option to work remotely...SuggestedPermanent employmentFull timePart timeRemote work$15 - $15.25 per hour
...Merchandise Discount. All Bonuses, Awards and Benefits subject to qualifications and eligibility. Brand: Spencer's The Sales Associate is responsible for maintaining Guest Services as per Company Standard. The Sales Associate will support the Store Management Team by...SuggestedHourly payLocal area- ...Duties The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes: Packing and unpacking daily pallets. Boxing and unboxing daily shipments. Stocking daily products...Suggested
- ...Share This Job Associate Dentist (Full time) - Crestwood Dental Company: Crestwood Dental Location: Medicine Hat, AB Type: Full-time Are you a driven and compassionate dentist looking to enhance your earnings potential and make a significant impact in a thriving...SuggestedRemplacementFull time
- ...et souhaitez acquérir de nouvelles connaissances, envisagez de commencer ou de faire progresser votre carrière chez Home Depot. L’associé, Manutention, s’occupe de stocker la marchandise sur les étagères, d’organiser l’aire de vente pour créer un environnement de magasinage...SuggestedTemporary workNight shiftWeekend workAfternoon shift
$16.15 per hour
...Position Summary... Working as a Grocery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Grocery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the grocery...Hourly pay- ...You’ll love it here! We are hiring immediately for a retail sales associate , which we call an advisor at Best Buy. As a retail sales associate , you will be the face of Best Buy for everyone who visits our stores. No experience required! Your everyday tech use has...Immediate startFlexible hours
$15 per hour
...to join one of Canada”s most iconic and trusted companies? We’re 100 years young and we need you!! Job summary The Automotive Parts Associate works in a fast-paced retail environment to deliver friendly and courteous service to customers. The role involves constant...Part timeFlexible hoursShift workWeekend workAfternoon shift$17 per hour
Req Id: 430950 Connection is everything. It drives us to innovate, explore, and stay close to what matters to us most. At Bell, we’re building a more connected future through world-class networks, AI-powered solutions, and digital experiences that elevate how people live, ...Hourly payFull timePart timeWork from homeFlexible hoursShift workAfternoon shiftWeekday work$250k per year
...We are seeking an associate dentist to join our team. We are a busy group of clinics with state-of-the-art technology. We are looking for a caring and respectful Dentist. Our group of Clinics have high billings and competitive remuneration with full-time hours, continuing...Full time- ...their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and...
- ...leading with an unwavering focus on delivering a fun and unique guest experience. Accountable for maximizing sales potential by coaching associates' behaviours on the sales floor, setting expectations and ensuring execution. A focused attention to detail in store operations and...Permanent employmentFlexible hoursNight shift
- ...the world’s largest food and support services company, we offer an extensive range of learning and career opportunities for all our associates. Health & Safety. The health and safety of our associates, clients and guests has always been our top priority. We have the right...
$48k per year
...specific department within a store Ensure the department meets or exceeds sales and profitability goals Train and develop department associates in customer service, product knowledge, and merchandising Ensure merchandise is stocked, displayed, and priced appropriately...Permanent employmentTemporary workInternshipWork at officeFlexible hoursNight shift$52.19k - $55.37k per year
...SafeLink Alberta delivers services throughout Southern Alberta. As a non-profit organization, we work to reduce the risks associated with sexual activity and substance use. We serve and advocate for priority populations by offering low-barrier, non-judgmental, and informed...Permanent employmentFull timeWork at officeMonday to fridayFlexible hoursAfternoon shift$16.45 per hour
...none are listed, there are no preferred qualifications. Walmart will accommodate the disability-related needs of applicants and associates as required by law. Primary Location… 2051 STRACHAN RD S E, MEDICINE HAT, AB T1B 0G4, Canada ㅤ Important Note: To support...Hourly pay$26.4 per hour
...diligently to get tasks done in a timely and safe manner Adaptability: the ability to make changes, and to be successful in changing environments Team player: an associate who can be counted on to assist the company in being successful Commitment to working safely....Immediate startRotating shift$22 per hour
...values of honesty, respect, responsibility, caring, and inclusiveness at all time Teamwork ~ Work effectively within the Association Services team, contributing to its overall success by: Promoting the YMCA’s annual Y Connect Campaign Promoting YMCA events...Work at officeLocal area$16 per hour
...Adhere to all work rules, procedures and policies established by the company including, but not limited to those contained in the associate handbook. Safety and Security Skills Properly handle and account for keys Be knowledgeable of policies regarding...Hourly payDaily paidWork at officeLocal areaFlexible hoursShift workNight shift- ...Our Purpose is to help our Customers, our Associates, our Suppliers, our Communities and our Shareholders in Achieving Superior Performance ! This is what Applied Canada stands for. Applied is a leading value-added distributor of bearings, power transmission products, engineered...Long term contractImmediate start
- ...champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates. Passionate about wireless technology, you continuously grow your knowledge by committing to ongoing self-development and interact with...Internship
$41k per year
...data and indicating logical conclusions and recommendations. Requires supervisory skills. Ability to provide information and associated services to hotel management and guests. Excellent hearing required to communicate with management and staff. Excellent...Daily paidLocal areaFlexible hoursNight shift$48.59k per year
...culture. Our comprehensive training and development programs provide you with the tools and resources to expand your skills. Enjoy Associate discounts at our stores, available to you and eligible family members. We have a range of global well-being programs focused on...Work at office$47k per year
...an exceptional employee and member experience. You are responsible for training, coaching and ongoing development of a team of sales associates. You have complete ownership of the new member experience. You are a team builder and fitness educator. What will you be doing?...$52.6k per year
...meaningful impact for our community while supporting each other along the way. How you'll own it Coordinate and manage tasks associated with recruitment competitions including job postings, seniority reports and recruitment correspondence. Review recruitment competitions...Full timeTemporary workSeasonal workWork at officeWork from home- ...condition. This individual operates a variety of maintenance and cleaning tools and equipment; and performs related work as directed by Associate Manager and/or Manager, Data Center Operations. Some of the key responsibilities you should expect are the following: General...Long term contractTemporary work
$16.75 per hour
...builder with key internal and external agencies J2WRTL J2WFSM Why work in a Shoppers Drug Mart store? Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program...Hourly payLocal areaFlexible hours- ...are what fuel our innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us.” The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually...
- ...Minimum Required Education, Credentials, Licenses and Experience ~ High School diploma, or GED equivalent, preferred. ~2-year Associate’s degree or technical diploma, in Technology, Electronics, or Mechanics, or similar field, is preferred. ~ Prior Forklift, Excavator...Long term contractTemporary workFor contractorsTraineeshipWork at officeShift workNight shiftAfternoon shift
- ...environmentally sound management of the chemicals it makes and uses. Responsible Care is an ethic established by the Chemical Industry Association of Canada (CIAC). The Responsible Care ethic is an integral part of Methanex’s global commitment to ensuring the well-being of all...Full timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Associate. Be the first to apply!
Related searches
- talent associate Medicine Hat, AB
- mental health associate Medicine Hat, AB
- associate producer Medicine Hat, AB
- maintenance associate Medicine Hat, AB
- seasonal associate Medicine Hat, AB
- law associate Medicine Hat, AB
- sanitation associate Medicine Hat, AB
- associate financial representative Medicine Hat, AB
- personal banking associate Medicine Hat, AB
- asset protection associate Medicine Hat, AB