Talent.com
National Bank
Investment Advisory Service Associate (Hybrid)National Bank • Quebec, Quebec
Investment Advisory Service Associate (Hybrid)

Investment Advisory Service Associate (Hybrid)

National Bank • Quebec, Quebec
20 days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance Hybrid Job number 33676 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Jun-2026 Area(s) of interest: Advisory services, Personal banking Location(s): Quebec 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
Languages: French

Skills

Press space or enter keys to toggle section visibility

Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening 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 such as:
* 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 * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Create a job alert for this search

Investment Advisory Service Associate (Hybrid) • Quebec, Quebec

Similar jobs

Associate Wealth Advisor

National Bank of CanadaQuebec, Capitale-Nationale, CA
Full-time

A career as a Wealth Associate at National Bank is a job that allows you to capitalize on your entrepreneurial spirit and have a direct impact on clients.In this role, you will support clients duri... Show more

 • Promoted

Canadian Private Client Adviser

Fisher InvestmentsQuebec, Capitale-Nationale, CA
Full-time

Calling all financial professionals looking for a role focused 100% on sales!.As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources (C$500K... Show more

 • Promoted

Remote Mortgage Advisor — Elite Leads & 95/5 Commission

Perch | Mortgages, simplifiedQuebec, Capitale-Nationale, CA
Remote
Full-time

A leading mortgage brokerage in Canada is hiring an experienced Mortgage Associate to join their innovative team.The ideal candidate will have a proven track record of originating at least $10M in ... Show more

 • Promoted

Bilingual Financial Advisor — Build Trust & Grow Wealth

RBCQuebec, Capitale-Nationale, CA
Full-time

A leading financial institution in Canada seeks a Financial Advisor to build and maintain relationships with personal and small business clients.This role requires providing proactive advice on cre... Show more

 • Promoted

Remote Private Client Advisor — Uncapped Earnings

Capital Markets Advisors LLCQuebec, Capitale-Nationale, CA
Remote
Full-time

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada.This remote role offers warm leads and emphasizes sales without portfolio manag... Show more

 • Promoted

Client-Focused Investment Advisor

TDQuebec, Capitale-Nationale, CA
Full-time

Shape financial futures as a Client-Focused Investment Advisor.Specialize in creating personalized investment strategies for high-net-worth clients while expanding your client base through entrepre... Show more

 • Promoted

Remote Investment Advisor for AI-Driven Wealth Planning

MercorQuebec, Capitale-Nationale, CA
Remote
Part-time

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsQuebec, Capitale-Nationale, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCQuebec, Capitale-Nationale, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Developing Investment Advisor

The Toronto-Dominion Bank (Canada)Quebec
Full-time

Work Location: Québec, Quebec, Canada.Pay: $50,000 – $100,000 CAD base salary, eligible for commission‑based earnings.TD Wealth Private Wealth Management (PWM) delivers comprehensive wealth advice ... Show more

 • Promoted

Banking Advisor- EN

RBCQuebec, Capitale-Nationale, CA
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills tomaximize each client interaction.Specifically, you help clients with their everyday banking, c... Show more

 • Promoted

Private Equity Specialist

hackajobQuebec, Capitale-Nationale, CA
Full-time

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Show more

 • Promoted

Regional Sales Associate, Investments and Insurance

Empire LifeQuebec, Capitale-Nationale, CA
Permanent +1

Regional Sales Associate, Investments and Insurance.Remote in Canada (Western Hours).The total target compensation (TTC) range, including salary and target bonus, is $81,000 - $114,750.This TTC ran... Show more

 • Promoted

Bilingual Private Advisory Manager

PricewaterhouseCoopers InternationalQuebec, Capitale-Nationale, CA
Full-time

A leading consulting and professional services firm in Canada seeks a Private Manager to assist private companies with business advisory needs.The role requires strong leadership and problem-solvin... Show more

 • Promoted

Investment Advisor

MercorQuebec, Capitale-Nationale, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more

 • Promoted

High-Net-Worth Private Client Advisor (Remote)

Fisher InvestmentsQuebec, Capitale-Nationale, CA
Remote
Full-time

An established industry player is seeking a Private Client Adviser to join their mission of bettering the investment universe.In this role, you will focus on sales, managing your business remotely ... Show more

 • Promoted

Associate Wealth Advisor: Grow Client Portfolios

National Bank of CanadaQuebec, Capitale-Nationale, CA
Full-time

A leading financial institution in Quebec seeks an Associate Wealth Advisor to support clients in achieving their financial goals.You will manage a portfolio, provide optimal solutions, and collabo... Show more

 • Promoted

Advisor, Investment and Financing

DesjardinsQuebec
Full-time

Several opportunities are currently available in the Centre-du-Québec region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better unde... Show more

 • Promoted

Remote Private Client Adviser for High-Net-Worth Investors

Fisher InvestmentsQuebec, Capitale-Nationale, CA
Remote
Full-time

An investment firm in Canada is seeking a Private Client Adviser to focus on high-net-worth clients.In this role, you will manage a local territory remotely and be responsible for contacting qualif... Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementQuebec, Capitale-Nationale, CA
Full-time

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more