At a Glance
- Tasks: Advise clients on smart investment choices and align with their financial goals.
- Company: Join National Bank, a leader in financial services with a focus on client success.
- Benefits: Gain valuable advisory experience, competitive salary, and opportunities for growth.
- Other info: Dynamic role with collaboration across investment and lending solutions.
- Why this job: Develop your skills in finance while making a real difference for clients.
- Qualifications: Must have Mutual Fund Representative designation and strong communication skills.
The predicted salary is between 41850 - 51150 $ per year.
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
- Strong 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 in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
