Associate Advisory Service Investment (Hybrid)

Attendance Hybrid Job number 25032 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 20-Feb-2025 Location : Quebec, Quebec City Quebec Province / State Quebec Area of Interest : Advisory services, Personal banking

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 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.Prerequisites

Languages : French

Skills

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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.