Job details

A career as a Senior Advisor at National Bank Investments (NBI) means the opportunity to shape and execute content and training initiatives for responsible investing. This pivotal role focuses on creating and delivering impactful enablement strategies, driving engagement with stakeholders, and developing enablement tools and trainings to support responsible investment (RI) initiatives effectively.

The ideal candidate is passionate about sustainable investing, adept at crafting compelling narratives, and skilled at equipping teams with the resources needed to champion RI practices with confidence and impact.

Your role: 

• Serve as a key leader in shaping orientations, contributing to the development of RI educational content, and ensuring their implementation across several content platforms.
• Act as a subject matter expert by researching, analyzing, and identifying the latest RI practices, tailoring insights to support sales teams and advisory forces with high-quality service and actionable guidance.
• Design and execute a comprehensive enablement strategy to promote RI values, initiatives, and achievements to different audiences.
• Develop training programs, tools and resources that empower sales teams and advisory forces to confidently share RI principles and solutions to clients and partners.
• Collaborate with the Responsible Investment team at NBI and other Bank divisions to translate complex RI concepts into accessible resources and engaging talking points.
• Act as a liaison between internal teams (e.g., marketing, product development, compliance) to ensure consistency and clarity in RI messaging across all channels.
• Provide strategic expertise to influence sector decisions and drive the adoption of RI communications, reports, and tools.
• Stay informed about the RI industry and best practices, adapting enablement projects to reflect evolving market conditions and effectively addressing the needs  stakeholders. 

Your Team:

You report to the Senior Manager – Sales Enablement and Digital Strategy. The mission of the team is to drive growth by improving engagement throughout the buying journey to impact sales objectives. We prioritize a variety of continuous learning methods to enrich your development, including on-the-job learning, available training content, and collaboration with colleagues of diverse expertise and profiles.

Prerequisites:

• Bachelor’s degree in a related field and 5 years of relevant experience in responsible investing and communication
• Knowledge of writing techniques, practices delivering educational content or programs with the ability to tailor messaging to diverse audiences
• Strong knowledge in responsible investing and the wealth management industry
• Strong project management and organizational abilities
• Proficiency in developing training content and leading enablement initiatives
• Ability to work through ambiguity
• Ability to communicate with all management levels clearly, concisely and accurately, both verbally and in writing
• Excellent problem solving and critical thinking skills