2,842 Senior Associate jobs in Canada

Director, Financial Analysis - US Deals

Toronto, Ontario Visa

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Job Description

Job Description

Job Description

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

The US Deal team is a function in Finance responsible for providing financial analysis and deal pricing expertise to compete for client brand decisions. The team is responsible for providing deal support for Visa’s largest book of business globally. This includes end-to-end deal execution in collaboration with various stakeholders and cross functional teams. The team is critical to delivering against Visa's revenue and business objectives and highly visible to executive leadership.

This role is responsible for the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules). The Director will collaborate and partner with Visa’s Sales and Legal teams to provide support and direction regarding appropriate contract structures and terms. In addition, they will participate in the resolution of financial structure and contractual issues during negotiations with clients and provide financial leadership across a subset of our client deals, in support of Visa's revenue / business objectives alongside various business partners, including:

  • Structuring client / Visa negotiated commitments and associated pricing.
  • Supporting sales in negotiation and execution of deals.
  • Reviewing and approving contracts / client incentive agreements.
  • Ensuring Visa meets critical financial, contractual, and regulatory commitments.
  • Supporting deal strategy to meet Visa’s long term goals.
  • Drive on the most complex and strategic deals – Own the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules).

Advance Visa’s multi-year growth aspirations as a Strategic Deal Partner:

  • Provide senior management with critical input to make tough deal decisions.
  • Provide expertise / thought leadership to team and stakeholders on deal best practices, including education and training on deal structuring, deal strategy, deal metrics.
  • Collaborate with stakeholders / cross functional teams to support Visa's strategic imperatives, including develop deal strategies and campaigns to continue to grow and protect brand placement and supporting Commercial Money Movement and Value Added Service initiatives.
  • Develop talent – Drive team engagement and development through coaching, continuous feedback, identifying growth opportunities Enable and empower team to drive and perform independently across deals and projects Champion inclusion and diversity.
Qualifications

Basic Qualifications:

  • 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced degree (e.g. Masters MBA JD MD)

Preferred Qualifications:

  • 12 or more years of experience with a Bachelor’s Degree or 8 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD)
  • Financial transaction analysis, contract or pricing negotiation experience preferred, familiarity with Payments is a plus
  • Analytical / Problem Solving Skills: Demonstrated analytical and problem solving skills. Strong data research and manipulation skills. Experience in investment, valuation, or transactional analysis. Ability to be objective in analysis.
  • Communication: Strong communication skills: written, verbal, and formal presentation. Able to adjust communication style and messaging for different audience. Ability to articulate and explain financial constructs to a non-financial audience.
  • Collaboration: Strong collaboration skills: work well as part of a cross-functional team and able to influence both internal and external stakeholders. Ability to find and articulate win-win solutions in contract negotiations. Balances needs of the business with individual deal needs.
  • Project Management: Strong organizational and time management skills. Ability to translate data effectively into actionable information to drive results. Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe PDF.
  • Leadership: Demonstrates strong sense of urgency to solving problems and getting deal done. Anticipate business and deal needs including the root cause of business challenges. Succinctly frames alternatives and next steps.
  • Creativity: Able to work in and bring structure to ambiguous environments. Comfort in delivering multi-dimensional solutions that support decision-making processes.


Additional Information

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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Associate Analyst, Financial Planning & Analysis (One-Year Contract)

Montréal, Quebec SSENSE

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Job Description

Job Description

Job Description

Company Description

About Us: SSENSE (pronounced (es-uh ns)) is a global technology platform operating at the intersection of culture, community, and commerce. Headquartered in Montreal, it features a mix of established and emerging luxury brands across womenswear, menswear, kidswear, and Everything ElseTM. SSENSE has garnered critical acclaim as both an e-commerce engine and a producer of cultural content, generating an average of 100 million monthly page views. 

Job Description

This is a one-year contract

Are you passionate about transforming data into strategic decisions and optimizing financial performance? Do you have a thirst for learning and growing within a dynamic team?

At SSENSE, we're building the future of retail, and our Financial Planning and Analysis (FP&A) team is at the heart of this ambition. As an Associate Analyst, you'll have the opportunity to assist the FP&A team in their daily operations. This includes helping with financial report generation, data collection, and supporting the team's work across various corporate groups such as Finance, Real Estate and Human Resources. This role is an excellent opportunity to gain in-depth expertise in financial planning, explore complex data sets, and transform them into actionable insights that will guide our decisions.

What You Will Do:

Financial Planning & Analysis Execution

  • Support with consolidating, updating, and maintaining monthly analysis of actual results, and guide annual budgeting.

  • Analyze and summarize monthly results, highlighting key variances for executive summaries.

Business Partnering

  • Act as the primary financial support to the FP&A Manager for the following groups: Finance, Real Estate, and Human Resources.

  • Track monthly spend against budget and forecasts, identifying risks, opportunities, and required adjustments.

Continuous Development

  • Provide general support to the broader FP&A team during planning cycles and ad-hoc analyses.

  • Contribute to the continuous improvement of reporting processes, tools, and systems.

Qualifications

Qualifications

  • Hold a Bachelor's degree in Business Administration, Finance, or a related field.

  • Being in the process of obtaining a CFA, CA, CGA, CMA / CPA, or MBA professional designation will be considered an asset.

  • Possess 0 to 2 years of experience in a finance role.

  • Proficient in Microsoft Excel (intermediate to advanced level).

  • Experience with Adaptive Insights or other financial budgeting software will be considered an asset, as well as experience with SAP or another ERP.

  • French language proficiency is required as it is the language in the Quebec province. 

What Sets You Apart:

  • Strategic and Tactical Mindset: Ability to think and act strategically and tactically.

  • Analyst and Organizer: Strong analytical, organizational, and time management skills.

  • Detail-oriented: Ability to maintain attention to detail while processing large volumes of data.

  • Collaborative Spirit: Excellent ability to collaborate with cross-functional teams and other analysts.

  • Outstanding Communicator: Strong communication and presentation skills.



Additional Information

Hybrid work schedule

We believe in a balance between in-person collaboration and flexibility. That's why this is a hybrid role, with in-office days on Tuesdays and Wednesdays to connect as a team, and the potential for additional days based on business needs.

Perks And Benefits: 

  • Extended health and dental benefits, including comprehensive mental health programs and coverage.
  • Parental top up program.
  • Generous Employee Discount. 
  • Access to telemedicine and employee and family assistance program.
  • Savings and retirement plan matching contributions.
  • Gender Affirmation Coverage. 
  • Opportunity to work with cutting edge technologies and an innovative team that’s pushing the boundaries of technology.

SSENSE is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you need special accommodations, let us know. We will do our best to accommodate you!

#LI-Hybrid

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Director, Financial Analysis & Modeling, Private Equity & Credit

M3C Toronto, Ontario Henon Financial Technologies Inc.

Posted 3 days ago

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Job Description

About Henon

We are building a relationship first, tech enabled financial services company founded to help make private market data more agile, efficient, and clever.

Job Description

The successful candidate will possess 5 to 10 years of experience and will be involved in all stages of client interactions including solution design, model building and client advisory. You will help the business development team close business and oversee relationships with new and existing clients through our high touch relationship practices.

What you will do

Be the link between the customer stakeholders and the product team

Lead the onboarding process for designated accounts

Lead solution presentations/demos

Document and prioritize business requirements

Decompose financial models to replicate and automate workflows using our platform

Develop solution design and architecture documentation

Help customers derive value by being a product expert and problem solver

Contribute to improving our processes and product, such as by transmitting customer feedback, suggesting efficiency improvements

Expert Services Director Qualifications
  • CFA Required (CAIA, CBV, FRM and similar investment designations will be considered, CPA is not applicable for this role)
  • Previous working experience in Consulting, M&A or Corporate Finance required
  • Strong understanding of financial models, experience working with algorithms and relational data
  • Disciplined approach to time management and deadlines
  • Outstanding communication and presentation skills

$100,000 - $139,000 a year Base salary + Options grant in addition to the base salary to commensurate with experience.

What we offer

Competitive compensation package

Stock options to ensure you have a stake in Henon's growth

Remote first work environment

Offsites each year quarter hosted in various cities we operate in (Toronto, Montreal, Chicago, New York)

High performing peers who want you to succeed

How we work

Teamwork makes the dreamwork: We can only win as a team. We are all founders and do the right thing for our peers, Henon's customers & partners

Humble, yet confident: We are generous with our feedback, open to change our views and we approach it with empathy knowing everyone is trying to do the best for Henon.io

Improve 1% each day: We aim to become the best at what we do by delivering with rigor and ambition every day.

Turn zeros into ones: We are biased towards action. Every action leads to learning and these learnings get us one step closer to our mission

Prioritize - Perfection is the enemy of progress: Use time to its maximum and focus on the tasks and deliverables that really move the needle.

We're building a fair and inclusive work environment that is representative of the diverse industry we have the pleasure of serving. We encourage candidates from all backgrounds to apply.

Follow us on linkedin at

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Associate

Toronto, Ontario Revenue Management Labs

Posted today

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Job Description

Job Description

Job Description

Salary: $70,000 + 30% Bonus

The Opportunity

As an
Associate, youll be a key contributor across all stages of client engagementsfrom discovery and diagnostics to solution development and implementation. You'll apply your analytical fluency, structured problem-solving, and business judgment to help clients solve their toughest pricing challenges.


What You'll Do

  • Conduct Core Analysis:
    Structure, clean, and analyze large and complex data sets (pricing, transactional, customer) to uncover insights and inform strategic decisions
  • Build Models that Drive Decisions:
    Design and develop analytical frameworks (e.g., elasticity models, segmentation, price waterfalls, scenario planning) to support pricing recommendations and business cases
  • Drive Strategic Execution:
    Work side-by-side with your peers to deliver end-to-end pricing strategies and operational improvements
  • Communicate Like a Pro:
    Synthesize insights into compelling, executive-ready deliverablesdecks, models, and narratives that influence action


Who You Are

  • Can-do Attitude:
    Youre intellectually curious, thrive in a team-first environment, and seek out continuous learning
  • Analytical:
    Strong foundation in data modeling, Excel, and visualization (PowerPoint, Tableau, Power BI) SQL or Python is a plus
  • Structured Problem Solver:
    Ability to cut through ambiguity, break down complex problems, and develop clear, actionable solutions
  • Communicator & Influencer:
    Can engage clients with confidence, and explain technical concepts in a clear, concise way
  • Detail-Oriented & Dependable:
    Produces high-quality work consistently, with minimal oversight


What We Offer

  • High-Growth Environment:
    Fast-track your consulting career in a flat, entrepreneurial structure with direct exposure to senior leadership and Fortune 500 clients
  • Real Impact:
    Your work wont sit on a shelf youll see your ideas drive measurable results
  • Mentorship & Development:
    Hands-on coaching from seasoned pricing experts and former Tier-1 consultants regular performance feedback and skill-building opportunities
  • Competitive Compensation:
    Salary, bonus, and benefits benchmarked against top consultancies


About Us

Revenue Management Labs (RML) is a specialized management consultancy at the forefront of
Pricing and Revenue Optimization. We partner with global and mid-market clients to design and execute high-impact pricing strategies that accelerate profitability and growth. From strategic price architecture and monetization models to executional pricing levers and commercial enablement, we bridge the gap between insight and action.


Unlike traditional consultancies, we blend rigorous analytics with commercial practicalitydelivering results, not reports. Our clients span industries like software, business services, manufacturing, consumer goods, and private equity portfolio companies.


Our Values:

  • We develop each other to be exceptional
  • We deliver bold client-centric solutions
  • We challenge ourselves to explore
  • We care about the impact we have on people


RML is an equal opportunity employer. We believe diverse teams create better solutions and are committed to fostering an inclusive workplace.

This advertiser has chosen not to accept applicants from your region.

Associate

Toronto, Ontario Revenue Management Labs

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Salary: $70,000 + 30% Bonus

The Opportunity

As an
Associate, youll be a key contributor across all stages of client engagementsfrom discovery and diagnostics to solution development and implementation. You'll apply your analytical fluency, structured problem-solving, and business judgment to help clients solve their toughest pricing challenges.


What You'll Do

  • Conduct Core Analysis:
    Structure, clean, and analyze large and complex data sets (pricing, transactional, customer) to uncover insights and inform strategic decisions
  • Build Models that Drive Decisions:
    Design and develop analytical frameworks (e.g., elasticity models, segmentation, price waterfalls, scenario planning) to support pricing recommendations and business cases
  • Drive Strategic Execution:
    Work side-by-side with your peers to deliver end-to-end pricing strategies and operational improvements
  • Communicate Like a Pro:
    Synthesize insights into compelling, executive-ready deliverablesdecks, models, and narratives that influence action


Who You Are

  • Can-do Attitude:
    Youre intellectually curious, thrive in a team-first environment, and seek out continuous learning
  • Analytical:
    Strong foundation in data modeling, Excel, and visualization (PowerPoint, Tableau, Power BI) SQL or Python is a plus
  • Structured Problem Solver:
    Ability to cut through ambiguity, break down complex problems, and develop clear, actionable solutions
  • Communicator & Influencer:
    Can engage clients with confidence, and explain technical concepts in a clear, concise way
  • Detail-Oriented & Dependable:
    Produces high-quality work consistently, with minimal oversight


What We Offer

  • High-Growth Environment:
    Fast-track your consulting career in a flat, entrepreneurial structure with direct exposure to senior leadership and Fortune 500 clients
  • Real Impact:
    Your work wont sit on a shelf youll see your ideas drive measurable results
  • Mentorship & Development:
    Hands-on coaching from seasoned pricing experts and former Tier-1 consultants regular performance feedback and skill-building opportunities
  • Competitive Compensation:
    Salary, bonus, and benefits benchmarked against top consultancies


About Us

Revenue Management Labs (RML) is a specialized management consultancy at the forefront of
Pricing and Revenue Optimization. We partner with global and mid-market clients to design and execute high-impact pricing strategies that accelerate profitability and growth. From strategic price architecture and monetization models to executional pricing levers and commercial enablement, we bridge the gap between insight and action.


Unlike traditional consultancies, we blend rigorous analytics with commercial practicalitydelivering results, not reports. Our clients span industries like software, business services, manufacturing, consumer goods, and private equity portfolio companies.


Our Values:

  • We develop each other to be exceptional
  • We deliver bold client-centric solutions
  • We challenge ourselves to explore
  • We care about the impact we have on people


RML is an equal opportunity employer. We believe diverse teams create better solutions and are committed to fostering an inclusive workplace.

This advertiser has chosen not to accept applicants from your region.

Associate

Toronto, Ontario Revenue Management Labs

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Salary: $70,000 + 30% Bonus

The Opportunity

As an
Associate, youll be a key contributor across all stages of client engagementsfrom discovery and diagnostics to solution development and implementation. You'll apply your analytical fluency, structured problem-solving, and business judgment to help clients solve their toughest pricing challenges.


What You'll Do

  • Conduct Core Analysis:
    Structure, clean, and analyze large and complex data sets (pricing, transactional, customer) to uncover insights and inform strategic decisions
  • Build Models that Drive Decisions:
    Design and develop analytical frameworks (e.g., elasticity models, segmentation, price waterfalls, scenario planning) to support pricing recommendations and business cases
  • Drive Strategic Execution:
    Work side-by-side with your peers to deliver end-to-end pricing strategies and operational improvements
  • Communicate Like a Pro:
    Synthesize insights into compelling, executive-ready deliverablesdecks, models, and narratives that influence action


Who You Are

  • Can-do Attitude:
    Youre intellectually curious, thrive in a team-first environment, and seek out continuous learning
  • Analytical:
    Strong foundation in data modeling, Excel, and visualization (PowerPoint, Tableau, Power BI) SQL or Python is a plus
  • Structured Problem Solver:
    Ability to cut through ambiguity, break down complex problems, and develop clear, actionable solutions
  • Communicator & Influencer:
    Can engage clients with confidence, and explain technical concepts in a clear, concise way
  • Detail-Oriented & Dependable:
    Produces high-quality work consistently, with minimal oversight


What We Offer

  • High-Growth Environment:
    Fast-track your consulting career in a flat, entrepreneurial structure with direct exposure to senior leadership and Fortune 500 clients
  • Real Impact:
    Your work wont sit on a shelf youll see your ideas drive measurable results
  • Mentorship & Development:
    Hands-on coaching from seasoned pricing experts and former Tier-1 consultants regular performance feedback and skill-building opportunities
  • Competitive Compensation:
    Salary, bonus, and benefits benchmarked against top consultancies


About Us

Revenue Management Labs (RML) is a specialized management consultancy at the forefront of
Pricing and Revenue Optimization. We partner with global and mid-market clients to design and execute high-impact pricing strategies that accelerate profitability and growth. From strategic price architecture and monetization models to executional pricing levers and commercial enablement, we bridge the gap between insight and action.


Unlike traditional consultancies, we blend rigorous analytics with commercial practicalitydelivering results, not reports. Our clients span industries like software, business services, manufacturing, consumer goods, and private equity portfolio companies.


Our Values:

  • We develop each other to be exceptional
  • We deliver bold client-centric solutions
  • We challenge ourselves to explore
  • We care about the impact we have on people


RML is an equal opportunity employer. We believe diverse teams create better solutions and are committed to fostering an inclusive workplace.

This advertiser has chosen not to accept applicants from your region.

Associate

Quebec, Quebec National Bank

Posted today

Job Viewed

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Job Description

A career as an Associate in the Wealth Management team McGale Duquette Durand Dufour 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


Languages: French


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.    * 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
This advertiser has chosen not to accept applicants from your region.
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Associate

Brossard, Quebec National Bank

Posted today

Job Viewed

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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 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.    * 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
This advertiser has chosen not to accept applicants from your region.

Associate

Longueuil, Quebec National Bank

Posted today

Job Viewed

Tap Again To Close

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 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.    * 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!
This advertiser has chosen not to accept applicants from your region.
 

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