Join National Bank as an Investment Advisor Service Associate and immerse yourself in the financial advising profession. Cultivate your advisory skills while delivering exceptional client support. This role involves collaboration with financial planners to address client investment needs and enhance portfolio results.

You will provide active advisory services, identify new business leads, and facilitate the opening of investment accounts. The focus is on building robust client relationships and supporting personalized financial strategies. Key Responsibilities:

- Assist financial planners in client portfolio management
- Listen to client needs and offer investment advice
- Foster business development opportunities
- Open investment accounts and suggest effective strategies
- Impact portfolio performance through dedicated advisory work Requirements:
- College diploma (DEC) or Bachelor’s degree with 1-3 years experience
- Mutual fund representative (MFR) required
- Experience in business development an advantage
- Fundamental investment knowledge essential
- Strong IT proficiency Elevate your advisory skills and client impact as part of the National Bank team.

📌 Investment Advisor Associate at National Bank (Saint-Georges)
🏢 National Bank of Canada
📍 Saint-Georges