Wealth Management Associate

About the role

Join the Groupe Thivierge Laflamme Wealth Management team at National Bank Financial as an Associate. You will work closely with wealth advisors and clients, delivering exceptional service that supports long‑term financial success.

Key responsibilities

• Facilitate clear communication among clients, advisors, and internal collaborators.
• Provide superior customer service in person, by phone, and via email.
• Analyze client accounts to prepare materials that aid advisors in business development.
• Execute investment‑account transactions accurately and efficiently.
• Open, update, and maintain client files.
• Coordinate advisors’ calendars, schedule appointments, and prepare meeting materials.
• Ensure compliance with risk‑management and regulatory rules.

Required profile

• College diploma in a related field.
• At least one year of experience in banking operations, customer service, or administration.
• ERCI (Canadian Investment regulatory examination) preferred or obtainable within one month of hiring.
• Strong organizational and priority‑management abilities.

Required skills

• Microsoft Office suite.

What we offer

• Hybrid work model (remote and onsite).
• Flexible scheduling to support work‑life balance.
• Flexible leave options for personal needs.