Banking advisor
Saint-hyacinthe, QC · Hybrid
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
Banking advisor
Saint-hyacinthe, QC · Hybrid
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
Banking Advisor
Val-d'or, QC · Hybrid
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
Banking Advisor
Val-d'or, QC · Hybrid
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
By obtaining your mutual fund representative licence, if you don't already have it, you'll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund ...
Corporate Branch Manager
Montreal, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Corporate Branch Manager
Montreal, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Corporate Branch Manager
Montreal, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Corporate Branch Manager
Montreal, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Corporate Branch Manager
Quebec, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Corporate Branch Manager
Quebec, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Corporate Branch Manager
Quebec, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Corporate Branch Manager
Quebec, QC · Hybrid
Corporate Branch Manager _____ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and ...
Assistant Branch Manager
Montreal, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Assistant Branch Manager
Montreal, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Assistant Branch Manager
Sherbrooke, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Assistant Branch Manager
Sherbrooke, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Assistant Branch Manager
Westmount, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Assistant Branch Manager
Westmount, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Assistant Branch Manager
Montreal, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Assistant Branch Manager
Montreal, QC · On-site
At least 2 years of licensed mutual fund sales experience within the last 3 years * Mutual Funds accreditation (IFIC or CSC) * Completion of an acceptable mutual fund branch management exam (BCO ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Financial Sercives Assistant
Alma, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Financial Sercives Assistant
Alma, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual Fund information
What are the key skills and qualifications needed to thrive in the mutual fund position?
To excel in a mutual fund analyst or manager role, you need strong analytical skills, a solid understanding of financial markets, and often a degree in finance, economics, or a related field. Proficiency with financial modeling software, Bloomberg terminals, and relevant certifications such as the CFA are highly valued. Attention to detail, strong communication, and the ability to work collaboratively set top performers apart. These competencies ensure accurate investment analysis, effective portfolio management, and consistent achievement of client objectives.
Do mutual funds pay well?
Mutual fund professionals, such as fund managers and analysts, can earn competitive salaries that vary based on experience, location, and the size of the fund. Entry-level roles typically offer lower pay, while experienced professionals with certifications like CFA can earn higher compensation, often including bonuses and incentives. Overall, compensation in mutual fund roles is generally considered moderate to high within the finance industry.
What are the main challenges faced by professionals working in mutual fund management?
Professionals in mutual fund management often face challenges such as analyzing large volumes of financial data under tight deadlines, staying updated on rapidly changing market conditions, and balancing risk versus return for their clients. They must frequently communicate their investment decisions and market outlooks to both internal teams and investors. Additionally, meeting regulatory and compliance requirements adds complexity to the role. However, this fast-paced environment provides opportunities for growth, learning, and advancement for those who demonstrate both technical expertise and strong decision-making skills.
What is a mutual fund job?
A mutual fund job involves working for a company that manages investment funds on behalf of clients. Roles can include financial analysts, fund managers, client service representatives, and compliance officers, often requiring knowledge of finance, investment strategies, and relevant certifications like the CFA. These jobs typically require strong analytical skills and understanding of financial markets.
What is a mutual fund?
A Mutual Fund job involves managing, analyzing, or selling mutual fund investments. Professionals in this field work as fund managers, analysts, advisors, or sales representatives, helping clients invest in diversified portfolios. They research market trends, assess risk, and ensure compliance with financial regulations. These roles require financial expertise, strong analytical skills, and knowledge of investment strategies.
What are popular job titles related to Mutual Fund jobs in Quebec?
For Mutual Fund jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Mutual Fund jobs in Quebec look for?
The top searched job categories for Mutual Fund jobs in Quebec are:
Full-time
Medical, Retirement
Re-posted 27 days ago
Job description
Youtube Video
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients.
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.
Your job
- Listen to clients’ needs and resolve complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
- Support your clients through the mortgage renewal or renegotiation process.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
Your team
The branch is open one evening a week and saturdays on rotation. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.
Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.
After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Prerequisites
- Hold a college diploma (DEC) or equivalent
- Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it
- Advisory service experience, inclusive attitude and openness to diversity
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!