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Advisor Strategy and Investment Solutions

Attendance
Hybrid
Job number
22911
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
09-Oct-2024
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Wealth management

If you are interested in the field of investments and securities, join the National Bank Financial Wealth Management (NBFWM) team as an Advisor, Strategy & Investment Solutions. In this role, you’ll dive into the world of wealth management while playing a key role in the success of wealth advisors. You’ll have the chance to work not only in Quebec but also across Canada.

Your Role:

  • Be a key point of contact for Wealth Advisors, acting as an expert within the Strategy and Investment Solutions team.
    • Collaborate with Wealth Advisors to develop tailored solutions for their clients.
    • Gain insight into the day-to-day responsibilities of an investment advisor.
  • Support team initiatives, including:
    • Data analysis to inform decision-making.
    • Attend investment meetings to demystify investment processes.
    • Lead and assist in business discussion workshops with advisors and field coaches.
    • Produce reports to support investment advisors.
  • Conduct analyses to provide essential information for the firm’s strategic decision-making and support advisors in their client-facing decisions.
  • Keep a close eye on the competition and promising offerings for NBF, staying informed of industry trends and changes.
  • Participate in initiatives to improve service offerings, including business, investment, and technology aspects.

Your team

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

Requirements:

  • Bachelor’s degree in business administration.
  • At least 2 years of experience (full-time or part-time) in the business world.
  • Ability to develop collaborative and constructive working relationships with colleagues and Wealth Advisors.
  • Attention to detail and strong organizational skills.
  • Solid knowledge of collaboration tools, Microsoft Excel, and PowerPoint.
  • Initiative, versatility, and strong verbal and written communication skills.

Assets:

  • Knowledge of fee-based offerings from brokerage firms.
  • Experience in Wealth management.


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
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Inclusive Environment

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