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Contribution

As an Investment Associate, you’ll play a key role in the team. You’ll work closely with advisors and be a contact person for our clients, providing them with distinctive service. Your work will put you at the centre of the action, and you will continue your professional development. Come contribute to our group’s success!

  • Profile: Interest in the financial industry
  • Experience: 2 years of relevant experience in financial services
  • Languages: In QC: Bilingualism, both spoken and written (English and French)
    Outside of QC: Knowledge of another language besides English is an asset
  • Training: College diploma (Quebec DEC) and/or university degree in a related field + CSC course & Conduct and Practices Handbook Course (CPH) completed by the end of your first year in the job
  • Technology: Excellent command of Office 365

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What does it take for an Investment Associate to stand out on our team? Here are a few of the main competencies: (1 Beginner – 10 Expert)

  • Unparalleled customer service 10
  • Entrepreneurial mindset 9
  • Team-oriented mindset 9
  • Professionalism 9
  • Stress resistance/Emotion management 8
  • Interest in finance 8
Traits are on a scale of 0 to 10

5 key skills

  • Attentive
  • Multi-tasking
  • Inquisitive
  • Autonomous
  • Organized

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National Bank Financial, Trois-Rivières, Quebec

Testimonials

It’s a field that offers many opportunities.

— Investment Associate at National Bank

It’s definitely not a boring job!

— Investment Associate at National Bank

The work done by an Investment Associate isn’t important, it’s essential!

— Martin Lavigne
President, National Bank Financial – Wealth Management
Martin Lavigne

Advantages

  • Atmosphere/Culture

  • Career/Professional Development

  • Attractive Total Compensation

  • Recognition Program

  • Dynamic Environment

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Detailed Description

Job ID 10498799 Date posted 01/10/2019

Primary Locations: Toronto, Ontario

Employee Status: Regular

Schedule: Full-time


Description:

National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in close to 100 branches, helping more than 400,000 clients manage their assets.

This position reports to the Regional Manager.  More specifically, your role in the team will be to:
  • Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.
  • Participate in activities to support Investment Advisors in their business development.
  • Execute unsolicited transactions, buying and selling of securities and transaction adjustments, if applicable.
  • Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
  • Analyze, open and update client files.
  • Generate portfolio management reports.
  • Implement efficient procedures for the administration of client files.
  • Manage the advisors’ agenda, book appointments and prepare for client meetings.
  • Provide clients with information on tax slips and other documents.
  • Assist clients in the use of our digital banking services.
  • Carry out all other related tasks.



Qualifications:

We strive to be an inclusive organization where all employees are valued.

National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.

Particular Condition:Position paid 100% base salary + redirected premium + bonus. If you don’t have the required licences, by accepting the position, you pledge to successfully complete the Canadian Securities Course and the Conduct and Practices Handbook Course within one year of taking the position.

JobField: Wealth Management

Unposting Date: 2019-01-24

Job Number: SUP000H4

Posting Date: 2019-01-10

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