Halifax, Ns Investment associate Jobs – 64 Openings This Week

Wealth Associate
National Bank of Canada —Halifax, NS
- Full-time
- English
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
Associate, Genesis, Portfolio Operations
MUFG Investor Services —Halifax, NS
- Full-time
- Computer Science
- Finance
- Bachelor's
Quick apply
5d
Client Associate, Wood Gundy
CIBC —Halifax, NS
- Full-time
- Business development
- Financial services
- Marketing
Senior Associate, Portfolio Operations
MUFG Investor Services —Halifax, NS
- Full-time
- Computer Science
- Microsoft Office
- Finance
Quick apply
Associate, Genesis, Client Trading Operations
MUFG Investor Services —Halifax, NS
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
Quick apply
Paint Associate
Kent Building Supplies —Dartmouth, NS
- Part-time
- Customer service
- High school diploma or GED
1d
Cashier
Kent Building Supplies —Dartmouth, NS
- Part-time
- Customer service
- Cashiering
- Math
11d
Retail Store Associate
Savers/Value Village —Halifax, NS
- $16.50–$21.74 an hour
- Part-time
- Paid time off
Quick apply
Associate, Payment & Settlement
Royal Bank of Canada —Halifax, NS
- Full-time
- APIs
3d
Appliance Sales Specialist
Kent Building Supplies —Dartmouth, NS
- Weekends as needed
Merchandising Associate - Reset Team
Kent Building Supplies —Dartmouth, NS
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
12d
Gatehouse Associate
Kent Building Supplies —Halifax, NS
- Part-time
- Heavy lifting
- Customer service
- Cashiering
Project Sales Associate
Kent Building Supplies —Lower Sackville, NS
- Full-time
- Customer service
- English
- Microsoft Office
Flooring Associate
Kent Building Supplies —Dartmouth, NS
- Part-time
- Customer service
- High school diploma or GED
11d
Associate Partner-TH
Telus Health —Halifax, NS
- Full-time
- Business development
- Analysis skills
- Math
LBM Associate
Kent Building Supplies —Dartmouth, NS
- Part-time
- Inventory control
- Heavy lifting
- Sales
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —Halifax, NS
- Full-time
- Computer literacy
- Salesforce
- Research
12d
Kitchen Associate
Kent Building Supplies —Halifax, NS
- Part-time
- Customer service
- High school diploma or GED
5d
Office Manager
Industrial Commercial Supplies —Lower Sackville, NS
- Full-time
- Inventory control
- Microsoft Office
- Supervising experience
Yard Associate
Kent Building Supplies —Lower Sackville, NS
- Part-time
- Sales
- Inventory management
- High school diploma or GED

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investment associate jobs near halifax, ns

Wealth Associate

National Bank of Canada -
Halifax, NS

Apply Now

Job details

Full-time

Qualifications

Investment
Case file maintenance
Filing
English
Microsoft Office
Bachelor's
Client services
Customer service orientation
Customer support
Financial services
Deposits
CSC
College diploma
Cybersecurity
Client interaction
Currency exchange handling

Full job description

Attendance: On-Site

Employment Category: Professional

Type of Contract: Permanent

A career as a Wealth Associate at National Bank is a job where you can showcase 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:

Support investment advisors in providing superior customer service and be available to meet client requests
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Analyze, open, and update client files
Produce portfolio management reports
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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.

Prerequisites:

Completed college and/or university diploma in a related field
Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite
Excellent customer service 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: English

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

Apply Now

Refine Your Search

investment associate jobs in halifax, ns

Wealth Associate

Associate, Genesis, Portfolio Operations

Client Associate, Wood Gundy

Senior Associate, Portfolio Operations

Associate, Genesis, Client Trading Operations

Paint Associate

Cashier

Retail Store Associate

Associate, Payment & Settlement

Appliance Sales Specialist

Merchandising Associate - Reset Team

Gatehouse Associate

Project Sales Associate

Flooring Associate

Associate Partner-TH

LBM Associate

2027 Wealth Management, Winter Administrative Assistant (4-16 months)

Kitchen Associate

Office Manager

Yard Associate

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