Quebec City, Qc Wealth management advisor Jobs – 79 Openings This Week

Wealth Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Wealth Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Customer service
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
9d
Bilingual Relationship Consultant
Manulife —Quebec City, QC
- $59,100–$98,500 a year
- Full-time
- Bilingual
- English
- Travel
- Disability insurance
- Dental care
Wealth Management Advisor
Desjardins —Lévis, QC
- Full-time
- Hybrid work
- Bachelor's
Strategic Advisor, Client Growth
iA Groupe financier / iA Financial Group —Quebec City, QC
- Bilingual
- English
- Finance
- Employee stock purchase plan
- Employee assistance program
Advisor, Voice of the Customer & Research
iA Groupe financier / iA Financial Group —Quebec City, QC
- Marketing
- English
- Research
- Employee assistance program
10d
Financial Performance Advisor – Investments Sector
iA Groupe financier / iA Financial Group —Quebec City, QC
- Microsoft Excel
- Finance
- Bachelor's
- Employee assistance program
Contracting Administrator
iA Groupe financier / iA Financial Group —Quebec City, QC
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
11d
Senior Analyst, Investment Funds - Corporate Credit
iA Groupe financier / iA Financial Group —Quebec City, QC
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Employee assistance program
Senior Advisor, Growth and Retention
iA Groupe financier / iA Financial Group —Quebec City, QC
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Marketing
- Employee assistance program
Director, People Intelligence and AI Innovation
iA Groupe financier / iA Financial Group —Quebec City, QC
- $134,649–$184,649 a year
- Bilingual
- English
- Human resources
- Employee stock purchase plan
- Employee assistance program
Benefits, Retirement and Leave Management Advisor
iA Groupe financier / iA Financial Group —Quebec City, QC
- Bilingual
- English
- Administrative experience
- Employee stock purchase plan
- Employee assistance program
10d
Student – Investment Performance Analyst
iA Groupe financier / iA Financial Group —Quebec City, QC
- English
- Master's degree
- SQL
- Flexible schedule
3d
Manager, Enterprise CAB
iA Groupe financier / iA Financial Group —Quebec City, QC
- Bilingual
- English
- Analysis skills
- Employee stock purchase plan
- Employee assistance program
Student – HR Knowledge, Portal Content and Procedure Writer
iA Groupe financier / iA Financial Group —Quebec City, QC
- Bilingual
- Writing skills
- English
- Flexible schedule
10h
Financial Planner, Scotia Financial Planning - Beauport, QC
Scotiabank —Beauport, QC
- Sales
- English
- Travel
Individual Disability Claims Analyst
iA Groupe financier / iA Financial Group —Quebec City, QC
- Bilingual
- Customer service
- English
- Disability insurance
- Employee assistance program
Tax Accountant - Canada ex-Quebec
IG Wealth Management —Quebec City, QC
- $142,500–$178,500 a year
- Hybrid work
- Bilingual
- Public speaking
- English
- Disability insurance
- Dental care
Internal Auditor – Operational Risk Audits
iA Groupe financier / iA Financial Group —Quebec City, QC
- $70,000–$115,000 a year
- English
- Bachelor's
- Financial services
- Employee assistance program
Credit Risk Officer
iA Groupe financier / iA Financial Group —Quebec City, QC
- English
- Finance
- Master's degree
- Employee stock purchase plan
- Employee assistance program

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wealth management advisor jobs near quebec city, qc

Wealth Associate

National Bank of Canada -
Quebec City, QC

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Job details

Full-time

Qualifications

French
Customer service
Microsoft Office
College diploma

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. More specifically within the Grenier team at the Sainte-Foy branch.

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

Apply Now

Refine Your Search

wealth management advisor jobs in quebec city, qc

Wealth Associate

Wealth Associate

Bilingual Relationship Consultant

Wealth Management Advisor

Strategic Advisor, Client Growth

Advisor, Voice of the Customer & Research

Financial Performance Advisor – Investments Sector

Contracting Administrator

Senior Analyst, Investment Funds - Corporate Credit

Senior Advisor, Growth and Retention

Director, People Intelligence and AI Innovation

Benefits, Retirement and Leave Management Advisor

Student – Investment Performance Analyst

Manager, Enterprise CAB

Student – HR Knowledge, Portal Content and Procedure Writer

Financial Planner, Scotia Financial Planning - Beauport, QC

Individual Disability Claims Analyst

Tax Accountant - Canada ex-Quebec

Internal Auditor – Operational Risk Audits

Credit Risk Officer

I want to receive the latest job alerts for wealth management advisor in quebec city, qc

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