montréal, qc banking advisor Jobs – 262 Openings This Week

Wealth Associate
National Bank of Canada —Brossard, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Financial Planner
Canaccord Genuity Corp. —Montréal, QC
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Senior Financial Advisor - Longueuil
CIBC —Longueuil, QC
- Full-time
7d
Wealth Associate
National Bank of Canada —Kirkland, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
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
10h
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
Finance Manager
FED Finance —Montréal, QC
- Hybrid work
Quick apply
13d
Assistant Controller
FED Finance —Boucherville, QC
- $75,000 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
Quick apply
8h
Auto Claims Advisor- Bilingual (Fre./Eng.)
TD Bank —Greenfield Park, QC
- $52,100–$73,600 a year
- Full-time
- Bilingual
- Customer service
- Research
- Paid time off
7d
Wealth Associate
National Bank of Canada —Brossard, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
12d
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
Mortgage Specialist - Laval & North Shore
Scotiabank —Laval, QC
- Sales
- Communication skills
- Negotiation
- Dental care
Claims Advisor - Total Loss (Auto) Bilingual (Eng./Fre.)
TD Bank —Laval, QC
- $58,800–$83,000 a year
- Full-time
- Bilingual
- English
- In-person
- Paid time off
5d
Managing Director, National Accounts
BMO Financial —Montréal, QC
- $110,500–$192,500 a year
- Finance
- Master's degree
- Business development
- Tuition reimbursement
- Life insurance
Senior Lending Advisor
Scotiabank —Lachenaie, QC
- Sales
- Salesforce
- Negotiation
Senior Lending Advisor-440 Laval, QC
Scotiabank —Laval, QC
- Sales
- Salesforce
- Negotiation
Mortgage Specialist - Estrie & South Shore
Scotiabank —Candiac, QC
- Sales
- Communication skills
- Negotiation
- Dental care
Senior Advisor, Corporate Finance
Canadian National Railway —Montréal, QC
- Overtime
- Microsoft Powerpoint
- Microsoft Excel
- Finance
8d

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banking advisor jobs near montréal, qc

Wealth Associate

National Bank of Canada -
Brossard, QC

Apply Now

Job details

Full-time

Qualifications

French
Customer service
Microsoft Office
College diploma

Full job description

Attendance: On-Site

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

banking advisor jobs in montréal, qc

Wealth Associate

Financial Planner

Senior Financial Advisor - Longueuil

Wealth Associate

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

Virtual Investment & Personal Banking Specialist

Mortgage Review Officer - Real Estate Secured Lending (RESL)

Finance Manager

Assistant Controller

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

Wealth Associate

Wealth Associate

Mortgage Specialist - Montreal West & West Island

Mortgage Specialist - Laval & North Shore

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

Managing Director, National Accounts

Senior Lending Advisor

Senior Lending Advisor-440 Laval, QC

Mortgage Specialist - Estrie & South Shore

Senior Advisor, Corporate Finance

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