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Associate Investment advisor

Apply now Job ID 7039010288 Date posted 04/22/2021

Primary Locations: Drummondville, 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 Investment Advisor is for you!

National Bank Financial is looking for an Investment Advisor for our Drummondville branch. 

Our team currently consists of 3 Investment Advisors and 3 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 Marie-Claude Brassard, Vice-President and Regional Manager, by email,

The Bank is daring and innovative and has modernized its performance assessment system to better meet our clients’ needs. The corporate values of partnership, agility, and empowerment now count as much as achieving business objectives.

At National Bank, we stand out by investing in our employees all through their careers! The proof: We won the Achievers Award (Silver) at the Canadian HR Awards 2020 "Most Innovative Use of HR Technology" for our use of the personalized daily learning solution, Axonify! 

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment, and telemedicine services.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management’s concrete commitment helps spread this value across all sectors of the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

See how we do it:


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: Wealth Management

Job Number: ADV0017G

Posting Date: 2021-04-22

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