Investment Advisory Services Associate

National Bank of Canada

Montreal (administrative region)

On-site

CAD 55,000 - 75,000

Full time

10 days ago

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Benefits offered by this job

Comprehensive health and wellness

Flexible group insurance

Generous pension plan

Employee share ownership program

EFAP

Preferential banking services

Community initiatives

Telemedicine services

Virtual sleep improvement clinic

Job summary

National Bank is seeking an Investment Advisory Services Associate to support Financial Planners by advising clients and aligning recommendations with the financial plan. You will collaborate with planners to identify opportunities and contribute to portfolio growth.

In this role you will help open accounts, guide clients on investment strategies, and develop your advisory skills in a leading financial institution focused on client well‑being and community growth.

Qualifications

DEC with three years of experience or a Bachelor's degree with 1–3 years of relevant experience.
Mutual Fund Representative (MFR) designation is required.
Experience in business development within a financial advisory environment is an asset.
Basic knowledge of investments and wealth management; proficiency with investment-related software and digital tools.

Responsibilities

Work closely with the Financial Planner to provide enhanced support and service to clients.
Advise clients by actively listening and helping them make informed investment decisions.
Collaborate with the Financial Planner to identify business development opportunities and contribute to portfolio growth.
Identify opportunities for referrals and collaboration with partners in both investment and lending solutions.
Open investment accounts and guide clients on appropriate investment strategies to achieve financial goals.

Skills

Communication

Emotional Intelligence

Problem Solving

Teamwork

Education

DEC + 3 yrs experience

Bachelor's degree + 1–3 yrs experience

Mutual Fund Representative (MFR) designation

Job description

A career at National Bank as an Investment Advisory Services Associate offers you the opportunity to discover the field of financial planning by playing an advisory role with clients while ensuring that recommendations align with the financial plan established by the Financial Planner. This role allows you to develop your understanding of client needs, strengthen your advisory skills, expand your knowledge of financial planning, and contribute to portfolio results.

Your Role

Work closely with the Financial Planner(s) assigned to you to help provide enhanced support and service to clients.
Advise clients by actively listening to their needs and helping them make informed investment decisions.
In collaboration with the Financial Planner, identify business development opportunities and contribute to portfolio growth and results.
Identify opportunities for referrals and collaboration with partners in both investment and lending solutions.
Open certain investment accounts and guide clients on the most appropriate investment strategies to achieve their financial goals.

Your Team

Joining our team means benefiting from the strength and resources of a leading financial institution, access to a broad territory with significant growth potential, and flexible working conditions, all while helping build the financial well‑being of people in our communities.

Our learning culture is centered on hands‑on experience, enabling you to master your profession through practical application. Personalized training content is available to support your continuous development. You will also benefit from collaborating with colleagues who bring diverse expertise, experiences, and perspectives, enriching your professional growth in every aspect.

Prerequisites

College diploma (DEC) with three years of experience, or a Bachelor's degree with one to three years of relevant experience.
Mutual Fund Representative (MFR) designation.
Experience in business development within a financial advisory environment is considered an asset.
Basic knowledge of investments and wealth management.
Proficiency with investment‑related software and digital tools.
Ability to manage multiple priorities simultaneously while maintaining a high level of accuracy and attention to detail.

Your Benefits

In addition to competitive compensation, we offer a wide range of flexible benefits starting from your first day to support your well‑being and that of your family, including:

Comprehensive health and wellness program with multiple options
Flexible group insurance plan
Generous pension plan
Employee share ownership program
Employee and Family Assistance Program (EFAP)
Preferential banking services
Opportunities to contribute to community initiatives
Telemedicine services
Virtual sleep improvement clinic

Our benefits offering evolves continuously to meet current trends and the changing needs of you and your loved ones.

Our dynamic work environments and modern collaboration tools help create a positive employee experience. We value the ideas and feedback of our employees and encourage ongoing dialogue through surveys and development programs.

The Courage to Act in a Human Environment

We are a people‑focused bank recognized for our entrepreneurial spirit, boldness, and passion for making a positive difference in people's lives. Our core values of partnership, agility, and empowerment inspire everything we do.

Inclusion is central to our commitments. We strive to provide an accessible and barrier‑free workplace for all employees and to offer reasonable accommodations throughout the recruitment process. If you require accommodation, please let us know during your initial discussions with us.

We welcome candidates from all backgrounds and are eager to discover the unique perspective and value you can bring to our team.

Join us!

Skills