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Community Investment Advisor
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Financial Advisor, Investment
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Scotiabank montréal, CanadaRequisition ID: 198320Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for con ...
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Financial Advisor, Investment
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Associate, Investment Advisor
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Manulife Wealth Dorval, QC, CanadaCompany DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manage ...
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Associate Investment Advisor
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Associate Investment Advisor
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Connor, Clark & Lunn Financial Group Montréal, Canada**Conseiller en gestion de patrimoine** · **Gestion privée Connor, Clark & Lunn Ltée.** · **Montréal, QC** · Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite ...
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Connor, Clark & Lunn Financial Group Montréal, Canada**Conseiller en gestion de patrimoine** · **Gestion privée Connor, Clark & Lunn Ltée.** · **Montréal, QC** · Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite ...
Senior Investment Advisor - Montréal, QC, Canada - National Bank
Description
Attendance Hybrid Job Number 20935Category Manager Status:
Permanent Type of
Contract Permanent Schedule:
Full-Time Full Time / Part Time? Full-Time Posting date 15-May-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management 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
Your role:
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.
Oversee communications and documentation for the turnkey offer.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., UMA).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. Participate in quarterly calls.
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., UMA).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.
Your team:
You'll report to NBFWM's Head Portfolio Manager as part of the Investment Solutions team, which is made up of 20 people.
Experience managing portfolios and analyzing portfolio and risk management mandatesExperience in the securities industryRecognized experience in investment product creation and supportWholesaler experience, an assetSales experience, an assetExcellent knowledge of ExcelExcellent communication skills (English and French)Strong influencing and decision-making abilities Languages:
Language: FrenchLanguage: English Reason to require this language: you will need to work closely with our colleagues outside Quebec.
Your benefits Press space or enter keys to toggle section visibility 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.
Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinic These are a few of the benefits available to you.
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 actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people first:
Press space or enter keys to toggle section visibility 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
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