Embark on a rewarding journey in financial advising as an Investment Advisory Service Associate at National Bank. Focus on client needs while enhancing your skills in a supportive and adaptable work environment.
This role emphasizes collaboration with financial planners to effectively serve clients and manage their investment portfolios. You'll advise clients, pursue business development opportunities, and open investment accounts while receiving personalized training to deepen your financial knowledge. Engagement with a diverse team enriches your professional growth.
Key Responsibilities:
• Collaborate with planners to enhance client advisory services
• Listen and respond to client investment needs
• Drive business development for enhanced client connections




• Identify investment as well as financing business opportunities
• Open investment accounts and strategize with clients
Requirements:
• College diploma with 3 years or bachelor’s degree with 1-3 years experience
• Required MFR designation for investment advice
• Background in business development, beneficial
• Proficient in using investment-related IT tools
• Capacity to manage various requests concurrently
Elevate your advisory capabilities at National Bank and make a meaningful impact on client investments.
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📌 Client-Focused Investment Advisory Associate (Quebec City)
🏢 National Bank of Canada
📍 Quebec City