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.

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