Investment Advisory Services Associate

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community initiatives

Virtual sleep clinic

Job summary

National Bank in Montreal is seeking an Investment Advisory Services Associate to help clients with financial planning under the guidance of a Financial Planner. You will listen to client needs and recommend investment strategies aligned with the established plan.

Working closely with Financial Planner(s), you will identify opportunities for business development, support portfolio growth, and collaborate on referrals across investment and lending solutions.

Qualifications

• College diploma (DEC) with three years of experience, or a Bachelor’s degree with one to three years of relevant experience.
• 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.

Responsibilities

• 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.

Skills

Business development

Investments knowledge

Software tools

Prioritization

Education

DEC with 3+ years experience

Tools

Investment software

Digital tools

Job description

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

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.
• 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.

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
• Employee share ownership program
• Employee and Family Assistance Program (EFAP)
• Preferential banking services
• Opportunities to contribute to community initiatives
• 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.

Skills

• Communication
• Problem Solving
• Teamwork

Languages:

French

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier‑free and accessible environment to all employees.

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?