17 meilleures offres (banking advisor, lévis, qc) (à pourvoir)

Wealth Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Service à la clientèle
- 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
- Service à la clientèle
- Microsoft Office
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 13 jours
Banking Advisor
Royal Bank of Canada —Lévis, QC
- Temps plein
- Vente
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Banking Advisor
National Bank of Canada —Ville de Québec, QC
- De 49 000 $ à 60 700 $ par an
- Temps plein
- Bilingue
- Anglais
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 12 jours
Expert Banking Advisor
Royal Bank of Canada —Lévis, QC
- Temps plein
- Vente
- Finance
- Déplacements à prévoir
Senior Account Manager Commercial Agri-Food
National Bank of Canada —Lévis, QC
- Temps plein
- Travail hybride
- Vente
- Développement commercial
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Financial Controller
Eddyfi Technologies —Ville de Québec, QC
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Excel
- Systèmes PGI
Postuler rapidement
Senior Branch Manager
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Esprit d'analyse
- Baccalauréat
- Gestion d'équipe
- Programmes de Bien-être
- Congés payés
Senior Consultant, Transaction Services
KPMG —Ville de Québec, QC
- Temps plein
- Bilingue
- Microsoft Excel
- Anglais
- Congés payés
Finance Manager
Valsoft Corporation —Ville de Québec, QC
- De 90 000 $ à 100 000 $ par an
- Temps plein
- Télétravail
- Microsoft Excel
- Déplacements à prévoir
- Comptabilité
Postuler rapidement
il y a 5 jours
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
il y a 12 jours
Investment Advisory Service Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Développement commercial
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
Financial Planner, Scotia Financial Planning - Beauport, QC
Scotiabank —Beauport, QC
- Vente
- Anglais
- Déplacements à prévoir
Client Advisor
Royal Bank of Canada —Ville de Québec, QC
- Temps partiel
- Déplacements à prévoir
- Compétences en communication
Portfolio Controller
Valsoft Corporation —Ville de Québec, QC
- De 100 000 $ à 120 000 $ par an
- Temps plein
- Télétravail
- Microsoft Excel
- Déplacements à prévoir
- Comptabilité
Postuler rapidement
il y a 5 jours
Advisory Agent, Member and Client Experience
Desjardins —Ville de Québec, QC
- Temps plein
Client Associate, Investment Advisor, Wood Gundy-Bilingual
CIBC —Ville de Québec, QC
- Temps plein
- Bilingue
- Anglais
- Développement commercial

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Wealth Associate

National Bank of Canada -
Ville de Québec, QC

Postuler dès maintenant

Détails du poste

Temps plein

Profil recherché

Français
Service à la clientèle
Microsoft Office
Diplôme d'études collégiales (hors Québec)

Description complète du poste

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.

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. More specifically within the Grenier team at the Sainte-Foy branch.

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

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

Postuler dès maintenant

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banking advisor emplois - lévis, qc

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Investment Advisory Service Associate

Financial Planner, Scotia Financial Planning - Beauport, QC

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Portfolio Controller

Advisory Agent, Member and Client Experience

Client Associate, Investment Advisor, Wood Gundy-Bilingual

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

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