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Associate Advisory Service Investment

1 month ago

Québec, Quebec, Canada National Bank Full time

As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial plans drawn up by a financial planner. This role allows you to develop your understanding of client needs, your advisory skills and your knowledge of financial planning while contributing to portfolio results.

  Your role
  • Work closely with your assigned financial planner(s) to help them better support the clients in their portfolios
  • Advise clients, listening actively in order to better meet their investment needs
  • In collaboration with the financial planner, create business development opportunities for clients and contribute to portfolio results
  • Identify business opportunities for partners in both investment and financing
  • Be able to open certain investment accounts and advise the customers on the best strategy to adopt
  Your team   With National Bank, you benefit from working in a large established company, covering a large territory with great potential, and enjoying flexible working conditions, while helping local people build their lives.   Our training programs use on-the-job learning to help you master your role. Personalized training content is available to foster ongoing learning. You'll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.   Prerequisites
  • College diploma (DEC) and 3 years of experience OR bachelor's degree and 1 to 3 years of relevant experience
  • Mutual fund representative (MFR) designation
  • Business development experience in the financial advisory services industry, an asset
  • Basic investment knowledge
  • Proficient with IT tools used in investment and comfortable navigating digital tools
  • Ability to rigorously manage several requests at the same time
Your benefits 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.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?    Come live your ambitions with us