Global Banking Associate jobs
View similar jobs with this employerRoyal Bank of CanadaQuebec City, QC G1R 3P2- Full-time
- Previous experience in personal lending, investments and general banking with clients directly.
- Enable Financial Planners by assisting with preparations for…
View similar jobs with this employerNational Bank of CanadaQuebec City, QC G1R 2J7- Full-time
- Employee assistance program
- Wellness program
- Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry.
- In this role, you will help wealth advisors to stand out…
- Canaccord Genuity Corp.Vancouver, BC
- $85,000–$110,000 a year
- Full-time
- Competitive Compensation: $85-$110K annually depending on experience & credentials.
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View similar jobs with this employerCIBCWilliams Lake, BC V2G 1M1- Full-time
- Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to…
View similar jobs with this employerCIBCWilliams Lake, BC V2G 1M1- Full-time
- Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to…
- National Bank of CanadaMontréal, QC H3B 2C1
- Full-time
- Employee assistance program
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- 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.
Senior Associate
Easily applyNewRWT Capital Corp.Kelowna, BC- $75,000–$105,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- Wellness program
- Investment banking: 2 years (required).
- 4–8+ years’ experience in investment banking, transaction advisory, private equity, or corporate finance.
View similar jobs with this employerNational Bank of CanadaBrossard, QC- Full-time
- Employee assistance program
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View similar jobs with this employerNational Bank of CanadaSept-Îles, QC G4R 1Y6- Full-time
- Employee assistance program
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- At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
- Open and update client files.
View similar jobs with this employerNational Bank of CanadaChicoutimi, QC G7H 4B6- Full-time
- Employee assistance program
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View similar jobs with this employerNational Bank of CanadaRimouski, QC- Full-time
- Employee assistance program
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- Canaccord Genuity Corp.Vancouver, BC
- $45,000–$50,000 a year
- Full-time
- The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.
- Fiera CapitalMontréal, QC H3A 0H5
- Full-time
- Employee stock purchase plan
- Under the supervision of the Senior Client Manager, Institutional Markets and Private Wealth, the Associate is primarily responsible for providing a very high…
- Canaccord Genuity Corp.Vancouver, BC
- $100,000–$140,000 a year
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- Five or more years of relevant financial services or business development experience, preferably in private wealth management, private banking, asset management…
Universal Financial Associate - Rimbey
Easily applyNewServus Credit UnionRimbey, AB- Permanent
- Profit sharing
- At least 1 year of retail banking or sales experience in addition to your high school diploma.
- Reporting to the Branch Manager, our Universal Financial…
View similar jobs with this employerNational Bank of CanadaBrossard, QC- Full-time
- Employee assistance program
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- Open and update client files.
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Associate, Financial Planning - Québec
Associate, Financial Planning - Québec
Job details
Full job description
Job Description
**This is for current and upcoming opportunities in locations across Québec.**
What is the opportunity?
As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC. As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency.
What will you do?
- Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
- Provide consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
- Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
- Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual plan
- Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
- Support Financial Planners with administrative activities, applying a continuous improvement approach to achieving a superior client experience
What do you need to succeed?
Must-have
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Previous experience in personal lending, investments and general banking with clients directly
- Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
- IT literacy including the Microsoft Office suite of products, and digital knowledge
- Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Ability to work both independently and in a team environment, demonstrating strong collaboration skills
- Experience using Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial industry
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
- Opportunity to achieve great success and grow your career with RBC
Job Skills
Client Centricity, Communication, Critical Thinking, Curious MindsetAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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