Support investment decisions at National Bank through client advisory and financial planning alignment. Apply listening and investment knowledge in a client-focused setting.
As an Investment Advisory Services Associate, you will work with Financial Planners to support clients and explore financial planning. You will strengthen advisory skills while understanding client needs, investment strategies, and portfolio results. French is required.
Key Responsibilities: Support Financial Planners with enhanced client service
Listen actively and advise clients on investment decisions
Open certain investment accounts for clients
Guide clients toward appropriate investment strategies
Identify referrals and business development opportunities
Requirements: College diploma with three years of experience
Or bachelor's degree with one to three years' experience
Mutual Fund Representative designation
Basic investment and wealth management knowledge
French proficiency and investment software experience
Bring client advisory, investment knowledge, and financial planning support to National Bank while contributing to portfolio growth and results.

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📌 Investment Advisory Associate Financial Planning (Quebec City)
🏢 National Bank of Canada
📍 Quebec City