Contribute to portfolio growth at National Bank through investment advisory services and business development. Collaborate with Financial Planners while maintaining accuracy across priorities.

As an Investment Advisory Services Associate, you will help deliver client support and service with assigned Financial Planners. Your responsibilities include identifying development opportunities, contributing to portfolio results, and creating referrals across investment and lending solutions. The position also expands your knowledge of financial planning and investment software.

Key Responsibilities:

- Identify business development opportunities with Financial Planners
- Contribute to portfolio growth and results
- Identify referrals to investment and lending partners




- Provide enhanced support and service to clients
- Guide investment strategies supporting financial goals

Requirements:

- Relevant experience in financial advisory environments is an asset
- College diploma and three years' experience
- Or bachelor's degree and one to three years' experience
- Mutual Fund Representative designation
- Accuracy managing multiple simultaneous priorities

Apply business development, portfolio support, and investment advisory skills to help National Bank clients pursue financial goals.

📌 Portfolio Growth Investment Services Associate (Montreal)
🏢 National Bank of Canada
📍 Montreal