Are you interested in a career in investments at National Bank Financial? If you’re an entrepreneur at heart, this job is for you. Do you take good care of your clients? Are you are interested in developing long-term relationships with them in order to meet their investment needs?

Your role

• Astutely manage your portfolio of clients and support them
• Offer your clients the best solutions on the market so they can achieve their financial goals
• Collaborate with several specialists from different sectors of the Bank to meet all your clients’ needs
• Build strong relationships with a wide range of experts to guide you
• Have access to the technology you need to perform effectively

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

Our team is composed of 3 Wealth Advsiros and 2 assistants. It is a fantastic opportunity to join a dynamic, organized and client centric team. Entrepreneurship at its best!

Every day, you’ll work with an investment advisor and a senior investment associate. This position reports to the Regional Manager. Together, our challenge is to attract new clients and build lasting trust-based relationships with them and their families.

With the Regional Manager, you’ll determine your goals and they’ll monitor your development. You’ll work closely with your team of investment advisors and assistants to develop professionally and achieve your career goals

• Get ready to work in a dynamic environment focused on client satisfaction.

We’re the brokerage division at National Bank of Canada.  Together, we have assets of $351 billion and more than 26,000 employees worldwide.

Competencies required

• Canadian Securities Course
• Conduct and Practices Handbook Course
• Financial Planner or any other accreditation related to the field, an asset
• Propensity to offer clients quick, professional and efficient service
• Knowledge of taxation, an asset
• Bilingualism (spoken/written) French and English (based on the needs of the clientele in your region)

Preferred competencies

• Recognized ability to learn software and IT systems
• Excellent ability to maintain business relationships remotely (e.g. communications teams, telephone etc.)
• Drive, perseverance and energy
• Ability to work on a team

To be successful in this role:

• You have initiative
• You have an entrepreneurial mind
• You’re analytical and are good at finding solutions
• You make it your priority to know your clients are well served and fully satisfied
• You have a bachelor’s degree in a discipline related to the position, such as finance or business administration, and at least two years of experience in the securities industry OR a combination of relevant training and experience in developing relationships
• You’ve successfully completed the Canadian Securities Course
• You’ve taken the Conduct and Practices Handbook Course

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