Advisor

Attendance

Hybrid

Job number

22996

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

16-Oct-2024

Location: Montreal, Quebec

City

Montreal

Province/State

Quebec

Area of Interest: Operations

The Private Wealth 1859 segment of National Bank is dedicated to providing wealth management services and advice to a distinctive and high-net-worth clientele. In this role, as part of the Administration, Performance Measurement and Risk Operational Quality team, you will work with a multidisciplinary team that manages and delivers large-scale projects that have a significant impact on GP1859's efficiency, profitability and customer experience.

Your job

To act as a link between the regions and the corporate teams, providing knowledge, specific context and the needs of our clients
Act as a specialist for escalating complex operational and administrative requests
Carry out the necessary follow-ups and verifications to ensure the quality of the service
Analyze complex operational problems and solve them by adapting existing concepts
Understand and identify risks and challenges related to significant issues and provide advisory support requiring investment expertise
Represent GP1859 in the deployment of Wealth Management enhancements/projects independently

Your team

Within the Corporate & Private Banking 1859 sector, you are part of a team of 13 colleagues and report to the Senior Director, Administration & Performance Measurement | Risk and Operational Quality. Our team stands out for its quality of advisory, its rigor and its regulatory expertise.

Our apprenticeship-in-action training programs allow you to master your craft. Customized training content on topics such as new regulatory requirements is available to support your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

Prerequisite

Completed bachelor's degree in a related discipline
Successful completion and registration of Project Management (PMP) is an asset and will be an integral part required within 18 months.
Strong experience in investment transactions as well as in the business sector (commercial and wealth management)
Ability to seize opportunities for improvement and adapt to a dynamic environment
Ability to communicate effectively, both verbally and in writing, to provide advice and recommendations to partners
Ability to work under pressure and on multiple files, with dynamism and an interest in learning
Ease with day-to-day operational activities
Rigour, analytical thinking and agility
Bilingualism (spoken/written) French and English, essential

Languages:

French

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!

Apply

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.

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?