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Associate Investment advisor

Apply now Job ID 18472016016 Date posted 11/19/2021

Primary Locations: Chicoutimi, Quebec

Employee Status: Regular

Schedule: Full-time

  • Do you care about your clients' financial success?
  • Are you known for your business development skills and for maintaining good long-term relationships with your network of contacts?
  • Do you have initiative and enjoy teamwork?

Then the position of Associate Investment Advisor is for you!

National Bank Financial is looking for an Associate Investment Advisor to join the Tremblay Bergeron team in Chicoutimi. 

Our team currently consists of 3 Investment Advisors and 2 Investment Assistants.  Here is a golden opportunity to join a dynamic, organized and client-centric team. This is entrepreneurship at its best!

The client is central to our distribution model. Investment Advisors help their clients at key moments in their lives achieve their financial goals and dreams. They are the go-to person for all their clients' financial needs.

The team already has a solid core of active clients. It has well-established methods and processes. Now we're looking for a leader to join us.

Your day to day:

  • Serving an existing clientele in an established and experienced team
  • Advising clients based on their investor profile, risk tolerance and financial plan
  • Working with wealth management experts and specialists to achieve the client's financial goals based on life events
  • Managing client portfolios
  • Conducting meetings, presentations and seminars for our clients and their families, as well as for potential clients
  • Following compliance, firm and regulatory rules

  • Banking or securities experience, an asset
  • Successful completion of the Canadian Securities Course (CSC)*
  • Successful completion of the Conduct and Practices Handbook course (CPH) during the first 3 months of employment
  • Entrepreneurial spirit
  • Excellent customer service and active listening
  • Strong communication skills
  • Able to work under pressure and on a team
  • Tech savvy, autonomous and a self-starter
  • French and English bilingualism, spoken and written, an asset 

Interested in the position? Apply now!

*If you have not completed the Canadian Securities Course (CSC) but are interested in the position, please contact Manel Guizani by phone, at 514-746-4683 or by email at

Your benefits 

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family: 

  • Health and wellness program, including many benefits 

  • Flexible group insurance 

  • Defined benefit pension plan 

  • Employee Share Ownership Plan 

  • Employee and family assistance program 

  • Preferred banking services 

  • Volunteer program 

  • Telemedicine 

  • Virtual sleep clinic 

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.  

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.  

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. 

We welcome all candidates! What can you bring to our team? 

Ready to live your ambitions? 


Particular Condition:Compensation for this position is 100% commission-based (fixed) Within 30 months of registering as an Investment Advisor, the selected candidate must pass the Wealth Management Essentials (WME) course and successfully complete the in-branch self-training program.

JobField: Advisory Services, Personal Banking

Unposting Date: 2021-12-06

Job Number: ADV001N0

Posting Date: 2021-12-01

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