Quebec Province Capital research associate Jobs – 16 Openings This Week

Trust Associate, Scotiatrust - Montreal, QC
Scotiabank —Montréal, QC
- English
- Finance
- High school diploma or GED
12d
Associate, Global Markets
BMO Financial Group —Montréal, QC
- $120,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Tuition reimbursement
- Life insurance
Compensation Consultant Associate
Mercer —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- Data analysis skills
Associate Producer
Marsh —Montréal, QC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Excel
Associate, Mid-Market, Mergers & Acquisitions – Bilingual
CIBC —Montréal, QC
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Excel
Senior Analyst/Associate, Fundamental Research Platform - Technology
PSP Investments —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Paid time off
ASSOCIATE, STRONGNORTH FUND - Montréal/Ottawa
Business Development Bank of Canada —Montréal, QC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
1d
Bilingual Talent Acquisition Partner - Montreal or Toronto
Capco —Montréal, QC
- $89,000–$121,000 a year
- Bilingual
- English
- Bachelor's
- Disability insurance
Quick apply
5d
Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)
Pwc Canada —Montréal, QC
- $58,400–$97,500 a year
- Overtime
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
Administrative Agent – Customer Relations
CGI —Montréal, QC
- Full-time
- Bilingual
- Customer service
- English
- Profit sharing
- Employee assistance program
Quick apply
Associate, Investment Banking - Montreal
Scotiabank —Montréal, QC
- Bilingual
- Microsoft Excel
- Engineering
12d
Associate, Canada Growth Fund Investment Management
PSP Investments —Montréal, QC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Paid time off
Senior Analyst / Associate, Infrastructure Investments
PSP Investments —Montréal, QC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Paid time off
Associate Director, Investment Banking - Montreal, QC
Scotiabank —Montréal, QC
- Bilingual
- English
- Master's degree
12d
Fractional Talent Acquisition Partner (Contract)
Capco —Montréal, QC
- Part-time
- Bilingual
- English
- Bachelor's
Quick apply
5d

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Trust Associate, Scotiatrust - Montreal, QC

Scotiabank -
Montréal, QC

Apply Now

Job details

12 days ago

Qualifications

French
English
Finance
High school diploma or GED
Accounting
CSC
Communication skills
Time management

Full job description

Requisition ID: 261300

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management, oversight and account administration for client, beneficiary and Co-Trustee relationships.

While discussions with Co-Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Trust Officer, the Trust Associate will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Trust Officer.

Is this role right for you? In this role, you will:

Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropriate.
Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory/Record of Trust. Set up client and asset information on the Trust including the creation and maintenance of diaries to provide for such matters as fixed remittances fee processing, investment reviews and statement production.
Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements;
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Ensure thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices.
Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champion a high-performance environment and contributes to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Proactive with a proven track record of providing a best in class client experience
Proven aptitude to learn new concepts and readily apply them to day to day tasks
Strong interpersonal and verbal communication skills
Strong time management skills and a proven ability to multi-task
High School Diploma
Enrolment in Financial Industry courses
CSC, IFIC, STEP Canada, ICB.
Working knowledge of asset management and administrative procedures
Strong PC Skills
Basic knowledge of Trust Accounting principles

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SWM

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and 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 experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now

Refine Your Search

capital research associate jobs in quebec province

Trust Associate, Scotiatrust - Montreal, QC

Associate, Global Markets

Compensation Consultant Associate

Associate Producer

Associate, Mid-Market, Mergers & Acquisitions – Bilingual

Senior Analyst/Associate, Fundamental Research Platform - Technology

ASSOCIATE, STRONGNORTH FUND - Montréal/Ottawa

Bilingual Talent Acquisition Partner - Montreal or Toronto

Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)

Administrative Agent – Customer Relations

Associate, Investment Banking - Montreal

Associate, Canada Growth Fund Investment Management

Senior Analyst / Associate, Infrastructure Investments

Associate Director, Investment Banking - Montreal, QC

Fractional Talent Acquisition Partner (Contract)

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