Associate

A career as an Associate in Wealth Management at National Bank Financial is a role where you showcase your ability to work in synergy with clients and colleagues. In this position, you help wealth advisors stand out by delivering exceptional client service, making a long‑term positive impact on our clients with your team: Groupe Brunet Gélinas.

Your Role:

• Support wealth advisors to deliver superior client service and remain available to respond to client requests.
• Carry out day‑to‑day operations related to financial transactions (e.g., buying and selling securities, making required adjustments).
• Execute deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure rigorous follow‑up.
• Analyze and open client files and keep them up to date.
• Produce portfolio management reports.

·       Coordinate the administrative workflow of client accounts, ensuring eff...