Become an Investment Advisory Service Associate at National Bank and engage actively with clients to meet their investment needs. Gain hands-on experience in financial planning while contributing to impressive portfolio results.
In this role, you'll collaborate closely with designated financial planners to enhance support for clients and develop your advisory skills. You will actively listen to clients, identify their investment interests, and seize business opportunities for both investments and financing. This position requires a proactive approach as you assist in the creation of development strategies for client portfolios.
Key Responsibilities:
• Collaborate with financial planners on client portfolios
• Actively advise clients and meet their investment needs
• Create business development opportunities for clients




• Identify and promote business opportunities for partners
• Open investment accounts and offer strategic advice
Requirements:
• College diploma (DEC) and 3 years experience, or bachelor's degree and 1-3 years relevant experience
• Mutual fund representative (MFR) designation
• Basic investment knowledge and proficiency with IT tools
• Business development experience in financial advisory, an asset
• Ability to manage multiple requests efficiently
Embrace the chance to impact clients' lives positively while enhancing your financial expertise at National Bank.
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📌 Investment Advisory Associate at National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City