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Senior Investment Advisor

Apply now Job ID 9243616768 Date posted 06/10/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time

Looking to advance your career in the investment field? Join our new team!  You'll adopt a friendly approach as you provide sound advice to the clients assigned to your team's portfolio. As a Senior Investment Advisor at National Bank, you'll get the chance to hone and promote your skills in financial planning.

Our remote advisory team has adopted an innovative model in the industry. By combining mutual funds and securities, we can expand the range of investments we offer our clients.

Your role:

  • Demonstrate the value of advice to your clients by applying a defined model and advisory approach (investment, financing and protection)
  • Build retirement plans, financial plans and retirement withdrawal plans to support clients during the key moments of their financial lives
  • Work with a multidisciplinary team (mutual funds and securities) to offer clients an outstanding investment experience and take charge of their financial needs
  • Manage long-term relationships with your clients (acquisition, retention) and be diligent in monitoring their accounts
  • Promote the service offering associated with this business model to enhance client engagement
  • As needed, direct clients to the appropriate expert (insurance specialists, financing experts, the full-service advisor (IIROC), people in the commercial banking sector, etc.)
  • Adhere to compliance and risk management rules
  • Maintain appropriate communication to satisfy clients according to established standards

Supported by your leaders, you'll collaborate with some 30 advisors. You'll be put into small multidisciplinary teams to better serve the clients in your portfolio. You'll deliver a 360-degree advisory approach that helps clients meets their financial goals and is adapted to their life events.

Required competencies:

  • Bachelor's degree in administration with a major in finance or related to the sector of activity
  • Minimum of 5 years of experience in an advanced investment role
  • Current mutual fund representative (MFR) licence
  • Business development experience
  • Excellent knowledge of the overall advisory approach (investment, financing and protection)
  • Ability to develop lasting relationships with clients
  • Ability to work in a team and excellent communication skills
  • Excellent French and English communication skills

Preferred competencies:

  • Canadian Securities Course licence
  • Financial planner certification

You will be working in the collaborative spaces in downtown Montreal alongside your team, serving clients remotely over the phone.

When this new team is launched, you will work Monday to Friday (standard office hours). Depending on how client needs evolve, some evening shifts may become available.

Does this challenge interest you? Please submit your application. Feel free to contact the hiring managers (Caroline Desrochers, Rinaldo La Posta) if you have any questions.

To learn more about this new service offering, consult our client website 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. 

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant employee experience. We value employees' ideas and use surveys and other programs to encourage feedback and ongoing communication.

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?



Particular Condition:Bilingualism is required to support over the phone all Canadian clients. Please note that we have many roles to fill within this new team! Interview process will be on a continue basis. Thank you for sending your resume.

JobField: Advisory Services, Personal Banking

Job Number: FIN008YL

Posting Date: 2021-06-10

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