Description
Become an Associate in Wealth Management with Groupe Thivierge Laflamme at National Bank Financial.Provide exceptional client service while working in a hybrid model that balances flexibility.
In this role, you will be a pivotal part of the Wealth Management team at one of Canada’s top investment brokerage firms. Your main duties will involve supporting wealth advisors, ensuring effective communication, and managing both administrative and customer service tasks. Enjoy a hybrid work arrangement that enhances your work/life balance.
Key Responsibilities:
• Ensure smooth communication between clients and the advisory team
• Deliver superior service through various channels
• Analyze accounts to support wealth advisors' efforts
• Process transactions for investment accounts accurately
• Coordinate client meetings and advisors’ schedules
Requirements:
• College diploma in a relevant discipline
• Minimum of one...
In this role, you will be a pivotal part of the Wealth Management team at one of Canada’s top investment brokerage firms. Your main duties will involve supporting wealth advisors, ensuring effective communication, and managing both administrative and customer service tasks. Enjoy a hybrid work arrangement that enhances your work/life balance.
Key Responsibilities:
• Ensure smooth communication between clients and the advisory team
• Deliver superior service through various channels
• Analyze accounts to support wealth advisors' efforts
• Process transactions for investment accounts accurately
• Coordinate client meetings and advisors’ schedules
Requirements:
• College diploma in a relevant discipline
• Minimum of one...
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