mercier qc banking advisor Jobs – 144 Openings This Week

Wealth Associate
National Bank of Canada —Kirkland, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
Wealth Associate
National Bank of Canada —Kirkland, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Mortgage Specialist - Estrie & South Shore
Scotiabank —Candiac, QC
- Sales
- Communication skills
- Negotiation
- Dental care
Financial Planner
Canaccord Genuity Corp. —Montréal, QC
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Virtual Investment & Personal Banking Specialist
Scotiabank —Montréal, QC
- Monday to Friday
- Remote
- Bilingual
- Sales
- English
Mortgage Review Officer - Real Estate Secured Lending (RESL)
Scotiabank —Montréal, QC
- Microsoft Powerpoint
- Bilingual
- Microsoft Excel
Auto Claims Advisor- Bilingual (Fre./Eng.)
TD Bank —Pointe-Claire, QC
- $52,100–$73,600 a year
- Full-time
- Bilingual
- Customer service
- Research
- Paid time off
14h
Finance Manager
FED Finance —Montréal, QC
- Hybrid work
Quick apply
13d
Wealth Associate
National Bank of Canada —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- English
- Microsoft Office
- Wellness program
- Employee assistance program
12d
Mortgage Specialist - Montreal West & West Island
Scotiabank —Montréal, QC
- Sales
- Communication skills
- Negotiation
- Dental care
Senior Advisor, Corporate Finance
Canadian National Railway —Montréal, QC
- Overtime
- Microsoft Powerpoint
- Microsoft Excel
- Finance
8d
Spécialiste en conformité (CCVM) / Compliance Specialist (CSC)
Recrute Action Inc. —Montréal, QC
- $73,000–$83,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Finance
- Dental care
- Paid time off
Quick apply
2d
Vice-président aux finances - Saint-Laurent / Vice-President, Finance - Saint-Laurent
Quantum Management Services —Saint-Laurent, QC
- $150,000–$200,000 a year
- Full-time
- Finance
- Master's degree
- Bachelor's
Quick apply
5d
Banking advisor
Royal Bank of Canada —Châteauguay, QC
- Full-time
- Bilingual
- Sales
- English
Banking advisor
National Bank of Canada —Châteauguay, QC
- $49,000–$60,700 a year
- Full-time
- Analysis skills
- Wellness program
- Employee assistance program
Client Advisor
Royal Bank of Canada —Châteauguay, QC
- Part-time
- Bilingual
- English
- Travel
Expert Banking Advisor
Royal Bank of Canada —Châteauguay, QC
- Full-time
- Bilingual
- Sales
- English
Personal Banking Specialist, Investment & Retirement Planning - Queen Mary, Montreal
Scotiabank —Montréal, QC
- Bilingual
- Sales
- English
Financial Advisor, Investment & Retirement Planning - Montreal
Scotiabank —Montréal, QC
- Sales
- English
Banking Advisor - Advisory Center
National Bank of Canada —Montréal, QC
- From $61,200 a year
- Full-time
- Analysis skills
- Wellness program
- Employee assistance program
12d

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banking advisor jobs near mercier qc

Wealth Associate

National Bank of Canada -
Kirkland, QC

Apply Now

Job details

Full-time

Qualifications

French
Customer service
Microsoft Office
Bachelor's
CSC
College diploma

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.

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:

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
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: 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

banking advisor jobs in mercier qc

Wealth Associate

Wealth Associate

Mortgage Specialist - Estrie & South Shore

Financial Planner

Virtual Investment & Personal Banking Specialist

Mortgage Review Officer - Real Estate Secured Lending (RESL)

Auto Claims Advisor- Bilingual (Fre./Eng.)

Finance Manager

Wealth Associate

Mortgage Specialist - Montreal West & West Island

Senior Advisor, Corporate Finance

Spécialiste en conformité (CCVM) / Compliance Specialist (CSC)

Vice-président aux finances - Saint-Laurent / Vice-President, Finance - Saint-Laurent

Banking advisor

Banking advisor

Client Advisor

Expert Banking Advisor

Personal Banking Specialist, Investment & Retirement Planning - Queen Mary, Montreal

Financial Advisor, Investment & Retirement Planning - Montreal

Banking Advisor - Advisory Center

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