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Family Office Services jobs in Laval, QC

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    • Employee and family assistance program.
    • We have an offer that keeps up with trends as well as your needs and those of your family.
    • Open and update client files.
    • Perform billing for non-insured services.
    • 1-2 years of experience in a similar position or in office work.
    • Montréal, QC, CA, H3A 3A8.
    • Salary Range: $20-$37.
    • We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
    • However, you may be required to come into the office a few times each quarter.
    • Provide an exceptional customer experience while answering member and client…
    • View all Desjardins jobs - Montréal jobs - Customer Service Representative jobs in Montréal, QC
    • Salary Search: Advisor, Banking and Credit Services, Customer Relations Center salaries in Montréal, QC
    • See popular questions & answers about Desjardins
    • Available to come to the office occasionally during training and once a month afterwards.
    • The position of fraud prevention advisor with the Desjardins Group…
    • Share knowledge, expertise and provide advice to colleagues in order to recommend additional services/support/resources to the customer, where necessary.
    • The Funeral Director Counsellor will set-up and assist with viewings, funeral services, memorial services, etc.
    • Good written and verbal communication skills.
  • View similar jobs with this employer
    • Employee and family assistance program.
    • We have an offer that keeps up with trends as well as your needs and those of your family.
  • View similar jobs with this employer
    • Employee and family assistance program.
    • We have an offer that keeps up with trends as well as your needs and those of your family.
    • Open and update client files.
  • View similar jobs with this employer
    • As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than…
  • View similar jobs with this employer
    • Employee and family assistance program.
    • We have an offer that keeps up with trends as well as your needs and those of your family.
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    • Your ambition doesn’t need an office.
    • Build a sales career working from home.
    • To succeed, you'll need to be organized and disciplined.
    • Who We’re Looking For.
  • View similar jobs with this employer
    • Your ambition doesn’t need an office.
    • Build a sales career working from home.
    • To succeed, you'll need to be organized and disciplined.
    • Who We’re Looking For.
  • View similar jobs with this employer
    • Being part of a family-owned business committed to the community;
    • Respect and apply the policies and procedures of the various head office departments (don’t…
  • View similar jobs with this employer
    • Professionally managed and family-owned, we proudly serve a wide range of markets, customers, and communities in North America and Asia Pacific.
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Career Resources:

National Bank of Canada logo
Wealth Associate
National Bank of Canada
·
3.9
Laval, QC H7T 2P6
•
Hybrid work
Full-time
Apply on company site

Job details

Pay information not provided
Employee assistance program, Wellness program
Full-time
Hybrid work in Laval, QC H7T 2P6

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.

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

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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