Advise National Bank clients on informed investment decisions while aligning recommendations with established financial plans. Use communication and emotional intelligence to understand client needs.
This Investment Advisory Services Associate position offers advisory experience alongside assigned Financial Planners. You will develop financial planning knowledge, strengthen listening skills, and guide clients toward suitable investment strategies. The work includes account opening, referrals, and collaboration across investment and lending solutions. French is required.
Key Responsibilities: Actively listen to clients' investment needs
Help clients make informed investment decisions
Align recommendations with established financial plans




Open designated investment accounts
Collaborate with investment and lending partners
Requirements: Mutual Fund Representative designation
Basic knowledge of investments and wealth management
Proficiency with investment-related digital tools
Solid communication and emotional intelligence
Ability to manage multiple priorities accurately
Develop as a client-focused investment advisor by combining communication, listening, and financial planning knowledge at National Bank.

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📌 Client Investment Advisor Associate (Quebec City)
🏢 National Bank of Canada
📍 Quebec City