Support investment decisions at National Bank through client advisory and financial planning alignment. Apply listening and investment knowledge in a client-focused environment.
As an Investment Advisory Services Associate, you will work with Financial Planners to support clients and explore financial planning. You will strengthen advisory skills while understanding client needs, investment strategies, and portfolio results. French is required.
Key Responsibilities:
- Support Financial Planners with enhanced client service
- Listen actively and advise clients on investment decisions
- Open certain investment accounts for clients
- Guide clients toward appropriate investment strategies
- Identify referrals and business development opportunities
Requirements:
- College diploma with three years of experience
- Or bachelor's degree with one to three years' experience
- Mutual Fund Representative designation
- Basic investment and wealth management knowledge
- French proficiency and investment software experience
Bring client advisory, investment knowledge, and financial planning support to National Bank while contributing to portfolio growth and results.
Investment Advisory Associate Financial Planning 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.
