Montréal, Qc Client advisor Jobs – 512 Openings This Week

Wealth Associate
National Bank of Canada —Kirkland, QC
- Full-time
- Hybrid work
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Insurance Advisor, Home and Auto - Advice Centre (Bilingual)
Royal Bank of Canada —Montréal, QC
- Full-time
- Customer service
- English
- In-person
- Store discount
- Profit sharing
13d
Banking Advisor
Banque Nationale Du Canada (BNC) —Laval, QC
- $43,000–$71,000 a year
- Full-time
- English
- Financial services
- In-person
- Wellness program
- Employee assistance program
2d
Financial Security Advisor, Insurance
Royal Bank of Canada —Montréal, QC
- Full-time
- Salesforce
- English
- Business development
- Profit sharing
Wealth Associate
National Bank of Canada —Laval, QC
- Full-time
- Microsoft Office
- Bachelor's
- Financial services
- Wellness program
- Employee assistance program
Conseiller (ère) en Placements Associé (e) / Investment Advisor Associate
Patrimoine Manuvie Incorporée / Manulife Wealth Incorporated —Dorval, QC
- $60,000–$300,000 a year
- Full-time
- English
- Bachelor's
- Financial services
Quick apply
Expert Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Finance
Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Travel
Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Travel
Directeur(rice) associé(e) des ventes / Associate Sales Director
IVARI —Montréal, QC
- $66,500–$85,000 a year
- Immediate opening
- Remote
- CRM software
- Business development
- Presentation skills
- Wellness program
- Dental care
Quick apply
Expert Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Finance
Banking advisor
Royal Bank of Canada —Saint-Lambert, QC
- Full-time
- Sales
- English
- Travel
Conseiller(ère) en vente — Joaillerie
Ecksand —Montréal, QC
- $40,000–$80,000 a year
- Weekends as needed
- CRM software
- Customer service
- English
Quick apply
Designer Fashion Consultant
Très Chic Boutique —Laval, QC
- $18–$30 an hour
- Full-time
- Bilingual
- Sales
- Customer service
Quick apply
Expert Banking Advisor
Royal Bank of Canada —Dollard-Des Ormeaux, QC
- Full-time
- Sales
- English
- Finance
Conseiller de Style/Style Advisor
Harry Rosen Inc. —Montréal, QC
- Full-time
- Customer service
- Merchandising
Quick apply
5d
Designer Fashion Consultant
Très Chic Boutique —Laval, QC
- $18–$30 an hour
- Full-time
- Bilingual
- Sales
- Customer service
Quick apply
Financial Advisor - CIRO-MFD/AMF - Sainte-Julie
CIBC —Sainte-Julie, QC
- Full-time
- Sales
- Business development
- Financial services
Wealth Associate
National Bank of Canada —Montréal, QC
- Full-time
- Hybrid work
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
12d
Expert Banking Advisor
Royal Bank of Canada —Châteauguay, QC
- Full-time
- Sales
- English
- Finance

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client advisor jobs near montréal, qc

Wealth Associate

National Bank of Canada -
Kirkland, QC

Apply Now

Job details

Full-time

Qualifications

French
Investment
Case file maintenance
Customer appointment booking
Administrative support experience
Filing
Microsoft Office
Task prioritization
Client services
Customer service orientation
Customer support
College diploma
Client interaction

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

Apply Now

Refine Your Search

client advisor jobs in montréal, qc

Wealth Associate

Insurance Advisor, Home and Auto - Advice Centre (Bilingual)

Banking Advisor

Financial Security Advisor, Insurance

Wealth Associate

Conseiller (ère) en Placements Associé (e) / Investment Advisor Associate

Expert Banking Advisor

Banking Advisor

Banking Advisor

Directeur(rice) associé(e) des ventes / Associate Sales Director

Expert Banking Advisor

Banking advisor

Conseiller(ère) en vente — Joaillerie

Designer Fashion Consultant

Expert Banking Advisor

Conseiller de Style/Style Advisor

Designer Fashion Consultant

Financial Advisor - CIRO-MFD/AMF - Sainte-Julie

Wealth Associate

Expert Banking Advisor

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