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    Community Investment Advisor - Montréal, QC, Canada - Banque Nationale du Canada

    Banque Nationale du Canada
    Banque Nationale du Canada Montréal, QC, Canada

    6 days ago

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    Description

    As a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise them on portfolio management best practices so that they can better support their clients and generate better returns.

    As a portfolio management expert, build close relationships with wealth advisors to integrate discretionary investment solutions.

    Offer wealth advisors portfolio management advice and support with respect to turnkey products and promote portfolio management best practices and the establishment of investment policies.

    Act as a coach and expert in turnkey investment solutions for wealth advisors and discretionary managers and promote portfolio management best practices.

    Provide personalized support in implementing changes to the different investment solutions (client onboarding in discretionary programs, e.g., Communicate and promote strategic decisions with respect to the practices of discretionary managers and wealth advisors using managed investment solutions.

    As a member of the myWEALTH Unified investment committee, oversee decisions on portfolio construction and adjustment for all models offered in the program.

    Represent NBF on the National Bank Investments (NBI) external manager review committee.
    Supervise analysts in producing performance reports, investment data and quarterly communications.

    Interact with members of senior management, Compliance, administration, Legal Affairs, IT and others to influence them and get their approval for major projects.

    Participate in recruiting new advisors for discretionary management or the adoption of investment solutions (e.g., Support and work closely with the Senior Manager and Advisor for Client Offer Strategy in developing large-scale IT initiatives and tools to support portfolio management proposals.

    You'll report to NBFWM's Head Portfolio Manager as part of the Investment Solutions team, which is made up of 20 people.

    Bachelor's degree in a related field and ten (10) years of relevant experience, or a master's degree in a related field and 5 to 10 years of relevant experience
    Portfolio Manager registration with CIRO, an asset
    Knowledge of portfolio management tools (transactional, compliance and risk analysis)
    Experience managing portfolios and analyzing portfolio and risk management mandates
    Recognized experience in investment product creation and support
    Wholesaler experience, an asset
    Sales experience, an asset
    Excellent knowledge of Excel
    Excellent communication skills (English and French)


    Languages:
    ~ French

    Reason to require this language: you will need to work closely with our colleagues outside Quebec.

    In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

    Flexible group insurance
    Generous pension plan
    Preferential banking services
    Opportunities to get involved in community initiatives
    Virtual sleep clinic
    Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Why work at National Bank?

    This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

    We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.

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