Investment Advisory Service Associate Saint Georges; Saint-Georges

Area(s) of interest:
Advisory services, Personal banking

Location(s):
Saint-Georges

As an Investment Advisory Service Associate at National Bank, you’ll have the prospect 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.

• 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.

With National Bank, you benefit from working in a large established company, covering a large territory with outstanding potential, and enjoying versatile working conditions, while helping local people build their lives.

• College diploma (DEC) and 3 years of experience OR bachelor’s degree and 1 to 3 years of relevant experience.
• 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

• Health and wellness program, including many options.
• Employee Share Ownership Plan.
• Employee and family assistance program.
• Preferential banking services.
• Involvement in community initiatives.
• Virtual sleep clinic.