Join National Bank as an Investment Advisory Service Associate to help clients with their wealth management journey. This role focuses on enhancing your financial planning skills while supporting clients’ investment needs.
In this position, you'll partner with financial planners to better address client needs and contribute to positive portfolio outcomes. You'll actively engage with clients to provide tailored advice and identify new business opportunities within investments and financing. A client-focused mindset and strong advisory skills will be crucial in driving success and relationship building.
Key Responsibilities:
• Assist financial planners with managing client portfolios
• Listen to clients for tailored investment advice
• Develop business opportunities in financial services




• Identify potential partners for investments and financing
• Guide clients in opening accounts and strategizing effectively
Requirements:
• College diploma (DEC) and 3 years relevant experience, or bachelor's degree and 1-3 years
• Mutual fund representative (MFR) certification required
• Basic investment knowledge and IT proficiency
• Experience in business development within financial advisory
• Robust multi-tasking and management abilities
Make an impact in clients’ financial lives while advancing your career at National Bank.
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📌 National Bank Investment Advisory Associate (Quebec City)
🏢 National Bank of Canada
📍 Quebec City