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Associate

Company

Banque Nationale du Canada

Location

quebec, capitale nationale

Type

Full-time

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 the regional manager, you will team up wi...

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