A career at National Bank as an Investment Advisory Services Associate offers you the opportunity to discover the field of financial planning by playing an advisory role with clients while ensuring that recommendations align with the financial plan established by the Financial Planner. This role allows you to develop your understanding of client needs, strengthen your advisory skills, expand your knowledge of financial planning, and contribute to portfolio results. Work closely with the Financial Planner(s) assigned to you to help provide enhanced support and service to clients.

Advise clients by actively listening to their needs and helping them make informed investment decisions. In collaboration with the Financial Planner, identify business development opportunities and contribute to portfolio growth and results. Identify opportunities for referrals and collaboration with partners in both investment and lending solutions.

Open certain investment accounts and guide clients on the most appropriate investment strategies to achieve their financial goals. Joining our team means benefiting from the strength and resources of a leading financial institution, access to a broad territory with significant growth potential, and flexible working conditions, all while helping build the financial well‑being of people in our communities. Personalized training content is available to support your continuous development.





College diploma (DEC) with three years of experience, or a Bachelor's degree with one to three years of relevant experience.

Experience in business development within a financial advisory environment is considered an asset. Basic knowledge of investments and wealth management. Proficiency with investment‑related software and digital tools.

In addition to competitive compensation, we offer a wide range of flexible advantages starting from your first day to support your well‑being and that of your family, including: Flexible group insurance plan Generous pension plan Employee and Family Assistance Program (EFAP) Preferential banking services Opportunities to contribute to community initiatives Virtual sleep improvement clinic Our dynamic work environments and modern collaboration tools help create a positive employee experience. We value the ideas and feedback of our employees and encourage ongoing dialogue through surveys and development programs. We are a people‑focused bank recognized for our entrepreneurial spirit, boldness, and passion for making a positive difference in people's lives.

Inclusion is central to our commitments.

Emotional Intelligence Languages French

Accountability, Client‑focused, Communication, Emotional Intelligence, Learning Agility, Listening, Problem Solving, Standards Compliance, Teamwork #

📌 Investment Services Associate (Montreal)
🏢 National Bank of Canada
📍 Montreal