Investment Advisor
3 days ago
We are seeking a highly motivated and customer-focused Investment Advisor to join our team at the National Bank call centre. As an Investment Advisor, you will play a key role in providing personalized financial solutions to our clients and helping them achieve their financial goals.
Key Responsibilities- Take calls from clients and answer their questions in a professional and courteous manner.
- Recommend customized savings solutions based on clients' needs and financial goals.
- Listen to clients' concerns and resolve complex situations in a timely and effective manner.
- Provide advice and recommend investment solutions to clients.
- Complete transactions into the investment accounts of customers.
- Direct clients to colleagues for specialized needs.
- Ensure adherence to compliance and risk management rules.
As an Investment Advisor at the National Bank, you will have the opportunity to work with a team of experienced professionals and develop your skills and knowledge in the field of financial services. We offer a competitive compensation package, including a generous salary and benefits, as well as opportunities for professional growth and development.
Requirements- College diploma (DEC) or equivalent.
- Mutual fund representative (MFR) licence – You can obtain this licence within 6 weeks of hiring with a full refund once you have successfully obtained it.
- Ability to adapt to various situations and languages.
The National Bank is a dynamic and inclusive organization that values diversity and teamwork. We are committed to providing our employees with a positive and supportive work environment, and we offer a range of benefits and programs to support their well-being and career development.
-
Investment Advisor
3 hours ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Investment AdvisorJoin the National Bank team as an Investment Advisor and take the first step towards a rewarding career in financial services. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to our clients.About the Role:We are seeking a highly motivated...
-
Advisors for Investment Finance and ESG
3 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP's Private Debt & Credit Investment (PDCI) GroupWe are one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets.We invest funds for the pension plans of the federal public service.Job SummaryWe are seeking a Full Time Advisor to join our team in the Investment Finance and ESG Financial Reporting department.The...
-
Advisors for Investment Finance and ESG
3 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP's Private Debt & Credit Investment (PDCI) GroupWe are one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets.We invest funds for the pension plans of the federal public service.Job SummaryWe are seeking a Full Time Advisor to join our team in the Investment Finance and ESG Financial Reporting department.The...
-
Investment Advisor
4 hours ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Investment Advisor to join our team at National Bank. As an Investment Advisor, you will play a key role in providing personalized financial solutions to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide expert advice on investment products...
-
Investment Advisor
30 minutes ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Investment Advisor to join our team at National Bank. As an Investment Advisor, you will play a key role in providing personalized financial solutions to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide expert advice on investment products...
-
Investment Advisor
4 days ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Investment AdvisorJoin the National Bank team as an Investment Advisor and take the first step towards a rewarding career in financial services. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to our clients.About the Role:We are seeking a highly motivated...
-
Investment Advisor
3 days ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Investment AdvisorJoin the National Bank team as an Investment Advisor and take the first step towards a rewarding career in financial services. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to our clients.About the Role:We are seeking a highly motivated...
-
Investment Advisor
3 hours ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleAs an Investment Advisor at National Bank, you will play a key role in helping clients achieve their financial goals. You will be responsible for providing personalized advice and recommendations on savings products to meet their needs.Key ResponsibilitiesTake calls from clients and answer their questionsRecommend customized savings...
-
Full Time Investment Finance Advisors
3 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP's Private Debt & Credit Investment (PDCI) GroupWe are one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets.We invest funds for the pension plans of the federal public service.Job SummaryWe are seeking a Full Time Advisor to join our Investment Finance team.The successful candidate will be responsible for...
-
Full Time Investment Finance Advisors
3 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP's Private Debt & Credit Investment (PDCI) GroupWe are one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets.We invest funds for the pension plans of the federal public service.Job SummaryWe are seeking a Full Time Advisor to join our Investment Finance team.The successful candidate will be responsible for...
-
Senior Investment Advisor
3 days ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Title: Senior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at Banque Nationale du Canada and advise them on portfolio management best practices so that they can better support their clients and generate value through informed...
-
Senior Investment Advisor
3 days ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Title: Senior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at Banque Nationale du Canada and advise them on portfolio management best practices so that they can better support their clients and generate value through informed...
-
Senior Investment Advisor
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Title: Senior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at Banque Nationale du Canada and advise them on portfolio management best practices so that they can better support their clients and generate value through informed...
-
Senior Investment Advisor
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Title: Senior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at Banque Nationale du Canada and advise them on portfolio management best practices so that they can better support their clients and generate value through informed...
-
Senior Investment Advisor
3 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Investment Advisor to join our team at Banque Nationale. As a key member of our investment solutions team, you will be responsible for providing expert advice and guidance to our financial advisors and clients on investment portfolio management and wealth creation strategies.Key...
-
Senior Investment Advisor
3 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Investment Advisor to join our team at Banque Nationale. As a key member of our investment solutions team, you will be responsible for providing expert advice and guidance to our financial advisors and clients on investment portfolio management and wealth creation strategies.Key...
-
Senior Investment Advisor
1 week ago
Montreal, Quebec, Canada NBC Full timeJob Title: Senior Investment AdvisorAt NBC, we're seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will play a critical role in providing expert advice and support to our wealth advisors, helping them to deliver exceptional results for our clients.Key Responsibilities:Build close...
-
Senior Investment Advisor
1 week ago
Montreal, Quebec, Canada NBC Full timeJob Title: Senior Investment AdvisorAt NBC, we're seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will play a critical role in providing expert advice and support to our wealth advisors, helping them to deliver exceptional results for our clients.Key Responsibilities:Build close...
-
Senior Investment Advisor
3 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Advisor to join our team at Banque Nationale du Canada. As a key member of our Investment Solutions and Portfolio Management team, you will provide expert support to our wealth advisors and help them deliver exceptional client experiences.Key ResponsibilitiesCollaborate with wealth advisors to...
-
Senior Investment Advisor
3 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Advisor to join our team at Banque Nationale du Canada. As a key member of our Investment Solutions and Portfolio Management team, you will provide expert support to our wealth advisors and help them deliver exceptional client experiences.Key ResponsibilitiesCollaborate with wealth advisors to...