Wealth associate
Longueuil, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
Wealth associate
Longueuil, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
Wealth Associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
Wealth Associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
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 ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
Wealth Associate
Drummondville, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
Wealth Associate
Drummondville, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
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 ...
Wealth Associate
Quebec, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
Wealth Associate
Quebec, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
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 ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...
Wealth associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
Wealth associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial ...
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 ...
About Us Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to ... We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers ...
About Us Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to ... We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers ...
The On-Site Inventory Associate is accountable for representing Incora Aircraft values, quality and ... Employer paid Group Life Insurance at 1x salary, STD, and LTD. * Incora offers three (four for ...
The On-Site Inventory Associate is accountable for representing Incora Aircraft values, quality and ... 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 ...
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 ... Employers paid Group Life Insurance at 1x salary, STD, and LTD. * Incora offers a 401K plan with ...
The Warehouse Associate 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 ...
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 ...
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 ...
... insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement ... associates Conduct sales activities including promoting and recommending products, plans, or ...
... insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement ... associates Conduct sales activities including promoting and recommending products, plans, or ...
Insurance Associate information
What are the key skills and qualifications needed to thrive as an insurance associate?
To thrive as an Insurance Associate, you need a solid understanding of insurance products, policy administration, and basic financial principles, typically backed by a relevant degree or prior experience in insurance or customer service. Familiarity with insurance management software, CRM systems, and sometimes state insurance licensing is often required. Strong interpersonal communication, attention to detail, and problem-solving skills help you excel in client interactions and policy management. These skills ensure accurate policy processing, regulatory compliance, and high-quality customer service in a competitive industry.
What are some common challenges insurance associates face when assisting clients, and how can these be managed effectively?
Insurance Associates often encounter challenges such as explaining complex policy details to clients, managing a high volume of inquiries, and keeping up with frequent regulatory changes. To manage these, it's helpful to develop strong communication and organizational skills, stay updated through ongoing training, and use digital tools provided by the agency. Collaborating closely with underwriters, claims adjusters, and senior agents can also provide valuable support and insights for handling client needs efficiently.
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.
What are the most commonly searched types of Insurance jobs in Quebec? The most popular types of Insurance jobs in Quebec are:
What job categories do people searching Insurance Associate jobs in Quebec look for? The top searched job categories for Insurance Associate jobs in Quebec are:
What cities in Quebec are hiring for Insurance Associate jobs? Cities in Quebec with the most Insurance Associate job openings:
Full-time
Medical, Retirement
Posted 5 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.
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
- Completion of CIRE: Canadian Investment Regulatory Exam
- 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!