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 ...
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 ...
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 ...
Wealth Associate
Laval, QC · On-site
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 ...
Wealth Associate
Laval, QC · On-site
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 ...
Wealth Associate
Laval, QC · On-site
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 ...
Wealth Associate
Laval, QC · On-site
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 ...
You will support the Programmatic Manager and Associate Programmatic Director in tasks related to ... Our benefits include competitive medical, group retirement plans, vision, and dental insurance ...
You will support the Programmatic Manager and Associate Programmatic Director in tasks related to ... Our benefits include competitive medical, group retirement plans, vision, and dental insurance ...
As a Union - Operations Associate - Shipping/Receiving you will be responsible for accurately ... insurance options for you and your family, and more * National discounts on commonly used items ...
As a Union - Operations Associate - Shipping/Receiving you will be responsible for accurately ... insurance options for you and your family, and more * National discounts on commonly used items ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
We are looking for a talented Administrative Associate to join our team specializing in Service for ... Insurance, Health Savings Account, and a full complement of personal and professional benefits. At ...
We are looking for a talented Administrative Associate to join our team specializing in Service for ... Insurance, Health Savings Account, and a full complement of personal and professional benefits. At ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Quebec, QC · On-site
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 ...
Wealth Associate
Riviere-du-loup, QC · On-site
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 ...
Wealth Associate
Riviere-du-loup, QC · On-site
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 ...
We are looking for a talented Administrative Associate to join our team specializing in Service for ... Insurance, Health Savings Account, and a full complement of personal and professional benefits. At ...
We are looking for a talented Administrative Associate to join our team specializing in Service for ... Insurance, Health Savings Account, and a full complement of personal and professional benefits. At ...
Wealth Associate
Montreal, QC · On-site
A career as an Associate with the Entourage Advisory Group, part of the Wealth Management at ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
Wealth Associate
Montreal, QC · On-site
A career as an Associate with the Entourage Advisory Group, part of the Wealth Management at ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
Wealth Associate
Riviere-du-loup, QC · On-site
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 ...
Wealth Associate
Riviere-du-loup, QC · On-site
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 ...
We are looking for a talented Administrative Associate to join our team specializing in Service for ... Insurance, Health Savings Account, and a full complement of personal and professional benefits. At ...
We are looking for a talented Administrative Associate to join our team specializing in Service for ... Insurance, Health Savings Account, and a full complement of personal and professional benefits. At ...
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
Wealth Associate
Montreal, QC · On-site
A career as an Associate with the Entourage Advisory Group, part of the Wealth Management at ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
Wealth Associate
Montreal, QC · On-site
A career as an Associate with the Entourage Advisory Group, part of the Wealth Management at ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...
Insurance Associate information
What are the key skills and qualifications needed to thrive as an Insurance Associate, and why are they important?
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 does an Insurance Associate do?
An Insurance Associate is a professional who assists clients with their insurance needs, whether it's helping them understand different policies, processing applications, or handling claims. They often work for insurance companies, agencies, or brokerages, and serve as a point of contact between the company and clients. Their responsibilities can include explaining coverage options, gathering client information, maintaining records, and ensuring compliance with industry regulations. Insurance Associates play a crucial role in providing customer service and supporting the sales and administrative functions of an insurance office.
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 are popular job titles related to Insurance Associate jobs in Quebec? For Insurance Associate jobs in Quebec, the most frequently searched job titles 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
This job post has expired today. Applications are no longer accepted.
Job description
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 suiteÂ
- Organizational and priority management skillsÂ
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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!