Explore the role of Investment Advisory Service Associate with National Bank. This position focuses on understanding client needs, advising clients, and enhancing your financial planning skills.
As an Investment Advisory Associate, you will collaborate closely with a financial planner to support client portfolio management. You'll actively listen to clients, advise on investment strategies, and identify business opportunities. Contributing to business development will not only enhance portfolio outcomes but also deepen your industry knowledge.
Key Responsibilities:
• Assist financial planners in client support and portfolio management
• Actively advise clients to meet their investment requirements
• Collaborate on business development opportunities
• Identify investment and financing business prospects
• Open investment accounts and provide strategic advice
Requirements:
• College diploma and 3 years experience or bachelor's degree with 1-3 years' experience
• Strong background in financial advisory services
• Basic understanding of investment concepts
• Proficiency in investment-related IT tools
• Comfortable navigating digital tools
