Associate

A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at National Bank Financial is a role where your ability to work in synergy with clients and colleagues makes a positive, long-term impact on our clients.

• 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 client meetings
• Ensure adherence to compliance and risk management rules

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. Reporting to t...