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
- Robust 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.

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