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Senior Investment Advisor

1 week ago

Québec, Quebec, Canada National Bank Full time

National Bank is seeking a highly skilled Senior Investment Advisor to join our team. As an Investment Advisory Service Associate, you will play a crucial role in helping clients achieve their financial goals by providing expert advice and guidance.

Your primary responsibilities will include:

  • Working closely with assigned financial planners to support clients and develop business opportunities
  • Advising clients on investment needs and creating business development opportunities in collaboration with financial planners
  • Identifying partnerships for investment and financing, as well as opening certain investment accounts and advising customers on strategy

We offer a comprehensive benefits package, including competitive compensation, health and wellness programs, group insurance, pension plans, and employee share ownership plans.