Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives
Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives
Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives
Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
Company Description Experienced Sales Associate | Fairview Pointe-Claire | Full-Time Are you ... In addition, you'll be enrolled in our group insurance plan, which covers medical, paramedical, and ...
Quick apply
Company Description Experienced Sales Associate | Fairview Pointe-Claire | Full-Time Are you ... In addition, you'll be enrolled in our group insurance plan, which covers medical, paramedical, and ...
Company Description Experienced Sales Associate | Vaudreuil | Full-Time Are you passionate about ... In addition, you'll be enrolled in our group insurance plan, which covers medical, paramedical, and ...
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Company Description Experienced Sales Associate | Vaudreuil | Full-Time Are you passionate about ... In addition, you'll be enrolled in our group insurance plan, which covers medical, paramedical, and ...
Company Description Experienced Sales Associate | Cathedrale | Full-Time Are you passionate about ... In addition, you'll be enrolled in our group insurance plan, which covers medical, paramedical, and ...
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Company Description Experienced Sales Associate | Cathedrale | Full-Time Are you passionate about ... In addition, you'll be enrolled in our group insurance plan, which covers medical, paramedical, and ...
The Warehouse Associate is accountable, under direct supervision, to fill customer order ... Employer paid Group Life Insurance at 1x salary, STD, and LTD. * Incora offers three (four for ...
The Warehouse Associate is accountable, under direct supervision, to fill customer order ... Employer paid Group Life Insurance at 1x salary, STD, and LTD. * Incora offers three (four for ...
Associate Property Manager
Quebec, QC · On-site
Ensure insurance & contract files are complete, accurate & current * Assist in the preparation ... this Associate Property Manager role, you must have a professional profile that includes: * A ...
Associate Property Manager
Quebec, QC · On-site
Ensure insurance & contract files are complete, accurate & current * Assist in the preparation ... this Associate Property Manager role, you must have a professional profile that includes: * A ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Opportunities for ... associates * Conduct sales activities including promoting and recommending products, plans, or ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Opportunities for ... associates * Conduct sales activities including promoting and recommending products, plans, or ...
Sales Associate
Sept-iles, QC · On-site
Benefits: insurance (certain conditions apply), annual salary review, etc. * Opportunities for ... associates * Conduct sales activities including promoting and recommending products, plans, or ...
Sales Associate
Sept-iles, QC · On-site
Benefits: insurance (certain conditions apply), annual salary review, etc. * Opportunities for ... associates * Conduct sales activities including promoting and recommending products, plans, or ...
About The Role The Associate Scientist, PK & Biomarker is the right hand help for the senior ... Health/Dental/Vision Insurance Plans * 401(k)/RRSP with Employer Match * Paid Vacation and Holidays
About The Role The Associate Scientist, PK & Biomarker is the right hand help for the senior ... Health/Dental/Vision Insurance Plans * 401(k)/RRSP with Employer Match * Paid Vacation and Holidays
Reporting to the Senior Investment Advisor, the associate's role would be multifocal ... Investment and insurance industry knowledge is an asset; * Experience in creating financial plans ...
Reporting to the Senior Investment Advisor, the associate's role would be multifocal ... Investment and insurance industry knowledge is an asset; * Experience in creating financial plans ...
Veterinary Medical Associates- Associate Veterinarian
Montreal, QC · On-site
CA$180K/yr
Veterinary Medical Associates in Modesto, CA has been setting the standard for outstanding ... Medical, dental, and vision insurance * Competitive salary and Production Bonus - no negative ...
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Veterinary Medical Associates- Associate Veterinarian
Montreal, QC · On-site
CA$180K/yr
Veterinary Medical Associates in Modesto, CA has been setting the standard for outstanding ... Medical, dental, and vision insurance * Competitive salary and Production Bonus - no negative ...
The Warehouse Associate II is accountable, under direct supervision, to fill customer order ... Employers paid Group Life Insurance at 1x salary, STD, and LTD. * Incora offers a 401K plan with ...
The Warehouse Associate II is accountable, under direct supervision, to fill customer order ... Employers paid Group Life Insurance at 1x salary, STD, and LTD. * Incora offers a 401K plan with ...
Counter Sales Associate
Quebec, QC · On-site
We are currently accepting internal and external applications for the Counter Sales Associate. The ... Life & Disability Insurance * Travel Assistance Coverage * Company Pension Plan with company ...
Counter Sales Associate
Quebec, QC · On-site
We are currently accepting internal and external applications for the Counter Sales Associate. The ... Life & Disability Insurance * Travel Assistance Coverage * Company Pension Plan with company ...
Financial Services, Associate (Bilingual FR/EN)
Montreal, QC · On-site
CA$58K - CA$97K/yr
As an Associate in our market leading Consulting practice, you'll be part of a diverse, inclusive ... You willoperatewithin a sector vertical or across many sectors including banking, insurance, asset ...
Financial Services, Associate (Bilingual FR/EN)
Montreal, QC · On-site
CA$58K - CA$97K/yr
As an Associate in our market leading Consulting practice, you'll be part of a diverse, inclusive ... You willoperatewithin a sector vertical or across many sectors including banking, insurance, asset ...
Counter Sales Associate
Quebec, QC · On-site
We are currently accepting internal and external applications for the Counter Sales Associate. The ... Life & Disability Insurance * Travel Assistance Coverage * Company Pension Plan with company ...
Counter Sales Associate
Quebec, QC · On-site
We are currently accepting internal and external applications for the Counter Sales Associate. The ... Life & Disability Insurance * Travel Assistance Coverage * Company Pension Plan with company ...
We are currently accepting internal and external applications for the Counter Sales Associate. The ... Health, Dental & Vison Care Life & Disability Insurance Travel Assistance Coverage Company Pension ...
We are currently accepting internal and external applications for the Counter Sales Associate. The ... Health, Dental & Vison Care Life & Disability Insurance Travel Assistance Coverage Company Pension ...
A career as an Associate in the Family Wealth Management Schulman Group at National Bank, will give ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
A career as an Associate in the Family Wealth Management Schulman Group at National Bank, will give ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
Insurance Associate information
What job makes $10,000 a month without a degree?
What jobs pay 2000 a day?
What does an insurance associate do?
What are the key skills and qualifications needed to thrive as an Insurance Associate, and why are they important?
What are some common challenges Insurance Associates face when assisting clients, and how can these be managed effectively?
What position in insurance pays the most?
What is the difference between Insurance Associate vs Insurance Agent?
| Aspect | Insurance Associate | Insurance Agent |
|---|---|---|
| Certifications | Typically requires licensing and insurance-related certifications | Requires licensing; may need additional state-specific licenses |
| Work Environment | Office-based, supporting insurance sales and customer service | Field-based, meeting clients and selling policies |
| Employer & Industry Usage | Common in insurance companies and agencies for support roles | Independent or agency-based sales roles in insurance industry |
| Primary Focus | Supporting insurance operations, customer service, and policy processing | Selling insurance policies and acquiring new clients |
Insurance Associates typically support insurance operations and customer service within companies, requiring relevant licenses. Insurance Agents focus on selling policies directly to clients and often work in the field. Both roles require licensing, but their primary functions and work environments differ.
Full-time
Medical, Retirement
Posted 18 days ago
Job description
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
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