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Fee-based Platform Advisor

Attendance
Hybrid
Job Number
21991
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
01-Aug-2024
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Wealth management

As a fee-based platform advisor at National Bank Financial Wealth Management (NBFWF), you support the evolution of advisor pricing and the myWealth platform. You will produce analyses, reports and presentations to promote the attractiveness of the fee-based platform for our Wealth Management advisors, helping us offer the best client service among brokerage firms.

Your job:

  • Support pricing review initiatives for Wealth Management Advisors, including data analysis, support for coaches on the field, communication with advisor teams and report production
  • Act as a fee-based pricing expert at NBF, guiding Wealth Management Advisors on the use of the platform and the pricing review process
  • Ensure continuous monitoring of the competition and promising offers for NBF, by staying informed industry developments and changes
  • Conduct due diligence on the integrity of the data collected in pricing
  • Perform various analyses and evaluations in order to provide relevant information for decision-making
  • Assist the Senior Advisor in ensuring the competitiveness and attractiveness of the myWealth fee platform and participate in initiatives to improve the service offering

Your team

You are part of a team of wealth management experts supporting nearly 1,000 advisors across Canada. Joining the FBNGP is an opportunity to evolve in a dynamic environment, to have the opportunity to learn and develop! We value collaboration, innovation, risk-taking, the right to make mistakes and where the client’s interest is at the heart of our priorities.

Prerequisite:

  • Bachelor's degree in administration, finance, accounting or a related field
  • Minimum of 5 years of experience in the wealth management industry
  • Knowledge of fee-based offers from brokerage firms
  • Knowledge of the myWealth platform, an asset
  • Knowledge of Purefacts software, an asset
  • Ability to develop collaborative and constructive working relationships with colleagues and Wealth Management Advisors
  • Very good knowledge of collaboration tools, Microsoft Excel, and PowerPoint
  • Initiative, versatility and oral and written communication skills

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

Skills

Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork

Your benefits

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 options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual 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:

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 want to offer an accessible, barrier-free workplace 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!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. 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.

See more

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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