Associate Advisory Service Investment
4 hours 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 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.
Come live your ambitions with us
-
Investment & Wealth Advisory Associate
4 days ago
City of Langley, Canada Scotiabank Full timeA leading financial institution in Langley is seeking an Investment Associate to work alongside Wealth Advisors in developing and managing client portfolios. The role involves identifying business opportunities, delivering exceptional client service, and preparing detailed reports. Candidates should have experience in the securities industry and be approved...
-
Investment & Wealth Advisory Associate
1 week ago
City of Langley, Canada Scotiabank Full timeA leading financial institution in Langley is seeking an Investment Associate to work alongside Wealth Advisors in developing and managing client portfolios. The role involves identifying business opportunities, delivering exceptional client service, and preparing detailed reports. Candidates should have experience in the securities industry and be approved...
-
ScotiaMcLeod Investment Associate
1 week ago
City of Langley, Canada Scotiabank Full timeScotiaMcLeod Investment Associate - Langley Requisition ID: 247587 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by...
-
ScotiaMcLeod Investment Associate
4 days ago
City of Langley, Canada Scotiabank Full timeScotiaMcLeod Investment Associate - Langley Requisition ID: 247587 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by...
-
Vice President, Private Company Advisory
1 day ago
Quebec, Canada IG Wealth Management Full timeOverview Location: MontrealIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Division: IG-SaleDist Location: Montreal Founded in 1926, IG Wealth...
-
Vice President, Private Company Advisory
9 hours ago
Quebec, Canada IG Wealth Management Full timeOverview Location: Montreal IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Division: IG-SaleDist Location: Montreal Founded in 1926, IG Wealth...
-
Investment Associate
7 days ago
Quebec City, Canada BMO Financial Group Full time2828 boul Laurier Quebec Quebec,G1V 0B9 1 year contract. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains...
-
Vice President, Private Company Advisory
1 day ago
Québec City, Canada IG Wealth Management Full timeOverview Location: MontrealIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Division: IG-SaleDist Location: Montreal Founded in 1926, IG Wealth...
-
Vice President, Private Company Advisory
9 hours ago
Québec City, Canada IG Wealth Management Full timeDivision: IG-SaleDist Location: Montreal IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Founded in 1926, IG Wealth Management is a key...
-
Bilingual Client Associate
3 days ago
Quebec, Canada CIBC Full timeA leading Canadian bank is seeking a Client Associate to support Investment Advisors. The role requires engaging high net worth clients, identifying business opportunities, and enhancing client experiences. Candidates must have accreditation as an Investment Representative and experience in the financial services industry. This position is integral in...
