A career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the chance to work in both mutual funds and securities to broaden the investment offering available to our customers.

Demonstrate the value of advice to your clients by applying a defined model and advisory approach (investment, financing and protection)

Build retirement plans, financial plans and retirement withdrawal plans to support clients during the key moments of their financial lives

Work with a multidisciplinary team (mutual funds and securities) to offer clients an outstanding investment experience and take charge of their financial needs

Manage long-term relationships with your clients (acquisition, retention) and be diligent in monitoring their accounts

As needed, direct clients to the appropriate expert (insurance specialists, financing experts, the full-service advisor (IIROC), people in the commercial banking sector, etc.)

Adhere to compliance and risk management rules

As part of the Remote Consulting team, you'll be part of a large team of 30 advisors grouped into small multidisciplinary teams, to better serve the customers in your portfolio.





We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For this role, we offer hybrid work schedule 2 days remote and 3 days in the office, to help you achieve work/life balance and flexible leave that you can take when it's important to you.

We favor a variety of forms of continuous learning to enrich your development, including learning in action, training content made available to you and working in collaboration with colleagues of diverse expertise and profiles.

Bachelor's degree in administration, finance or related field

- 3-5 years' experience in an advanced advisory role in investment, financing and protection
- Ability to develop long-term relationships with customers
- Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Flexible group insurance
- Generous pension plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Virtual sleep clinic

Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

📌 Senior Investment Advisor / Financial Planner (Montreal)
🏢 National Bank of Canada
📍 Montreal