Current jobs related to Associate Advisory Service Investment - Québec, Quebec - National Bank
-
Associate Advisory Service Investment
5 days ago
Québec, Quebec, Canada National Bank Full timeAs 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...
-
Investment Advisory Service Professional
7 days ago
Québec, Quebec, Canada Global Payments Canada GP Full timeFinancial Planning RoleThis position involves working as an advisor to clients and following financial plans drawn up by a financial planner. As a Financial Planning Associate at Global Payments Canada GP, you'll have the opportunity to discover the profession of financial planning and develop your skills in this area.Key Job FunctionsSupport financial...
-
Investment Advisory Service Associate
5 days ago
Québec, Quebec, Canada National Bank Full timeAbout the Role">As a Financial Planner Assistant at National Bank, you will have the opportunity to develop your skills and knowledge in financial planning while contributing to portfolio results. This role involves working closely with assigned financial planners to help them better support clients in their portfolios.">Your Key Responsibilities">">Advise...
-
Advisory Services Expert
7 days ago
Québec, Quebec, Canada Global Payments Canada GP Full timeInvestment Advisory ServiceYou will be working as an Investment Advisory Service Associate at Global Payments Canada GP, 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...
-
Advisory Investment Service Representative
4 days ago
Québec, Quebec, Canada National Bank Full timeAre you looking for a challenging and rewarding role in financial planning? As an Advisory Investment Service Representative at National Bank, you'll have the opportunity to develop your skills in advising clients, creating business development opportunities, and contributing to portfolio results.You'll work closely with experienced financial planners to...
-
Investment Planning Associate
5 days ago
Québec, Quebec, Canada National Bank Full timeJob DescriptionThe Investment Advisory Service Associate role is ideal for individuals who enjoy working with clients to understand their financial goals and develop personalized investment strategies.Key qualifications include:College diploma or bachelor's degreeMutual fund representative designationBusiness development experience in the financial services...
-
Investment Planning Associate
4 days ago
Québec, Quebec, Canada National Bank Full timeWelcome to the world of financial planning, where you'll have the opportunity to discover your passion for advising clients and creating personalized investment plans. As an Investment Planning Associate at National Bank, you'll work closely with experienced financial planners to support clients in achieving their financial goals.Your role will involve...
-
Financial Services Advisor
5 days ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleAs an Investment Advisory Service Associate at National Bank, you will have the opportunity to develop your understanding of client needs, advisory skills, and knowledge of financial planning while contributing to portfolio results.Your key responsibilities include:Working closely with assigned financial planners to support clients in their...
-
Advisory Services Specialist
7 days ago
Québec, Quebec, Canada National Bank Full timeRequired Skills and QualificationsTo succeed in this role, you will need to possess:Bachelor's degree or equivalent recognized by the IPFDiploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 monthsMutual fund representative (MFR) licenceExperience in portfolio management with business development...
-
Advisory Services Leader
5 days ago
Québec, Quebec, Canada National Bank Full timeAbout This Role:As a Branch Director at National Bank, you will be part of a dynamic team that is passionate about delivering exceptional service to our clients. You will have the opportunity to work with a diverse group of professionals who share your commitment to excellence.Key Qualifications:5-10 years of experience in team management and coaching in...
-
Financial Planning Associate
7 days ago
Québec, Quebec, Canada Global Payments Canada GP Full timeJob DescriptionIn this role, you will work closely with financial planners to support clients in their portfolios. Your primary objective is to develop your understanding of client needs, advisory skills, and knowledge of financial planning while contributing to portfolio results.Your Key ResponsibilitiesWork collaboratively with assigned financial planners...
-
Regional Sales Associate, Investments
7 days ago
Québec, Quebec, Canada Empire Life Full timeRegional Sales Associate, Investments Location: Remote in Quebec Empire life is looking to hire a Regional Sales Associate to join our Retail Distribution team Why pursue this opportunity Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole. Play an...
-
Regional Sales Associate, Investments
6 days ago
Québec, Quebec, Canada Empire Life Full timeRegional Sales Associate, Investments Location: Remote in Quebec Empire life is looking to hire a Regional Sales Associate to join our Retail Distribution team Why pursue this opportunity Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole. Play an integral...
-
Regional Sales Associate, Investments
2 days ago
Québec, Quebec, Canada Empire Life Full timeRegional Sales Associate, InvestmentsLocation: Remote in QuebecEmpire life is looking to hire a Regional Sales Associate to join our Retail Distribution teamWhy pursue this opportunityImpactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.Play an integral role -...
-
Regional Sales Associate, Investments
6 days ago
Québec, Quebec, Canada Empire Life Full timeRegional Sales Associate, InvestmentsLocation: Remote in QuebecEmpire life is looking to hire a Regional Sales Associate to join our Retail Distribution teamWhy pursue this opportunityImpactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.Play an integral role -...
-
Investment Sales Expert
6 days ago
Québec, Quebec, Canada Empire Life Full timeJob OverviewElevate your career as a Regional Sales Associate, Investments with Empire Life, where you will play a pivotal role in driving sales and retention in the insurance and investment markets. This exciting opportunity is ideal for ambitious professionals seeking to leverage their expertise and skills to achieve success.About the RoleMaximize...
-
Advisory Service Professional
7 days ago
Québec, Quebec, Canada National Bank Full timeYour ResponsibilitiesIn this role, you will be responsible for working with clients to understand their investment needs and develop customized financial plans to help them achieve their goals. You will also collaborate with your assigned financial planner to identify business opportunities and contribute to portfolio results.
-
Strategic Advisory Principal
4 days ago
Québec, Quebec, Canada Stonewood Group Inc. Full timeAbout Stonewood Group Inc.We are a leading provider of risk management services in Canada, with a strong presence in Montréal and a growing national and international footprint. Our team is comprised of creative, results-oriented professionals who are passionate about making a difference.We offer a full range of advisory and consulting services, backed by...
-
Portfolio Development Specialist
5 days ago
Québec, Quebec, Canada National Bank Full timeCompany OverviewNational Bank is a large financial institution with a presence across the country. We offer a range of products and services to meet the needs of individuals and businesses.Our commitment to customer satisfaction and community involvement has earned us a reputation as a trusted partner in the financial services industry.Job...
-
Application Support Specialist
7 days ago
Québec, Quebec, Canada Global Payments Canada GP Full timeAttendance Hybrid Job number 24911Category: ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeLocation: Quebec, Quebec CityArea of Interest: Advisory services, Personal bankingAs an Investment Advisory Service Associate at National Bank, you'll have the opportunity to discover the profession of financial planner by acting as an...
Associate Advisory Service Investment
1 month ago
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 roleWork closely with your assigned financial planner(s) to help them better support the clients in their portfoliosAdvise clients, listening actively in order to better meet their investment needsIn collaboration with the financial planner, create business development opportunities for clients and contribute to portfolio resultsIdentify business opportunities for partners in both investment and financingBe able to open certain investment accounts and advise the customers on the best strategy to adoptYour teamWith 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.PrerequisitesCollege diploma (DEC) and 3 years of experience OR bachelor's degree and 1 to 3 years of relevant experienceMutual fund representative (MFR) designationBusiness development experience in the financial advisory services industry, an assetBasic investment knowledgeProficient with IT tools used in investment and comfortable navigating digital toolsAbility to rigorously manage several requests at the same time Languages: FrenchSkills
Press space or enter keys to toggle section visibility
Accountability Business Development Client-focused Communication Emotional Intelligence Learning Agility Listening Problem Solving Standards Compliance Teamwork 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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal