Begin your career in financial counseling with National Bank as an Investment Advisory Services Associate in Montreal. Play a vital role in supporting clients' investment strategies and financial plans.
Your main focus will be working with Financial Planners to deliver quality service. This involves understanding client needs and empowering them with informed investment choices. You'll also identify collaborative opportunities to enhance portfolio growth and refer potential clients.
Key Responsibilities:
- Assist Financial Planner(s) with client support
- Listen to clients and guide investment decisions
- Explore business development opportunities for portfolios
- Open investment accounts while advising clients
- Collaborate with partners on investment solutions
Requirements:
- College diploma with 3 years or Bachelor's degree with 1-3 years experience
- Desired: experience in financial advisory business development
- Basic understanding of investment and wealth management
- Skilled with investment-related technologies
- Ability to prioritize tasks while maintaining accuracy
Develop your financial advisory expertise at National Bank while making meaningful contributions to client success.
Investment Advisory Services Associate Position in Montréal employer: Banque Nationale du Canada
At National Bank of Canada, we pride ourselves on fostering a dynamic work culture that prioritizes employee growth and collaboration. As a Senior Advisor in Consumer Protection Compliance, you will benefit from a hybrid work arrangement, allowing for flexibility while engaging with senior leadership and shaping our compliance framework. Our commitment to regulatory excellence and risk management ensures that you will be part of a team that values your expertise and encourages meaningful contributions.
Contact Details:
Banque Nationale du Canada Recruitment Team
