Attendance

Hybrid

Job number

35659

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

21-Sep-2026

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

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.

Your Role

- 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.

Your Team

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 adaptable working conditions, all while helping build the financial well-being of people in our communities.

Our learning culture is centered on hands-on experience, enabling you to master your profession through practical application. Personalized training content is available to support your continuous development. You will also benefit from collaborating with colleagues who bring diverse expertise, experiences, and perspectives, enriching your professional growth in every aspect.

Prerequisites

- College diploma (DEC) with three years of experience, or a Bachelor's degree with one to three years of relevant experience.
- Mutual Fund Representative (MFR) designation.
- Experience in business development w

📌 Investment Advisory Services Associate (Montreal)
🏢 National Bank
📍 Montreal