Begin your career in financial counseling with National Bank as an Investment Advisory Services Associate in Montreal. Play a vital role in supporting clients' investment strategies and financial plans.

Your main focus will be working with Financial Planners to deliver quality service. This involves understanding client needs and empowering them with informed investment choices. You’ll also identify team-oriented opportunities to enhance portfolio growth and refer potential clients.

Key Responsibilities:

- Assist Financial Planner(s) with client support
- Listen to clients and guide investment decisions
- Explore business development opportunities for portfolios
- Open investment accounts while advising clients
- Collaborate with partners on investment solutions

Requirements:

- College diploma with 3 years or Bachelor’s degree with 1-3 years experience
- Desired: experience in financial advisory business development
- Basic understanding of investment and wealth management
- Skilled with investment-related technologies
- Ability to prioritize tasks while maintaining accuracy

Develop your financial advisory expertise at National Bank while making meaningful contributions to client success.
#J-18808-Ljbffr

📌 Investment Services Associate (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal