Advisor Strategy and Investment Solutions

2 months ago

Montreal, Canada National Bank Full time

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.


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 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

  • Advisor Strategy and Investment Solutions

    2 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    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...

  • Advisor Strategy and Investment Solutions

    2 months ago

    Montreal, Canada National Bank Full time

    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,...

  • Senior Marketing Advisor, Investment Solutions

    2 months ago

    Montreal, Canada Desjardins Group Full time

    As a senior marketing advisor within the Sales Enablement, Business Development and Investment Solutions Department, you serve as a high-level expert advisor. You are responsible for coordinating the business governance of major investment solution manufacturing initiatives, and you play a key role

  • Investment Solutions Portfolio Manager

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Job Summary:As a Senior Investment Advisor at Banque Nationale du Canada, you will play a key role in providing support to wealth advisors on managed solutions and advising them on portfolio management best practices.About the Role:• Provide expert advice and guidance on investment solutions and portfolio management to wealth advisors.• Collaborate with...

  • Senior Investment Advisor

    6 months ago

    Montreal, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Investment Advisor Senior

    2 days ago

    Montreal, Canada Banque Nationale du Canada Full time

    h3>Responsible Investment Communications AdvisorHybridJob number: 23506Category: Senior ProfessionalStatus: PermanentSchedule: Full-TimeDate: 26-Nov-2024Area of Interest: Wealth managementA career as a Senior Advisor in responsible investment communication at National Bank Investments (NBI) means the opportunity to shape and execute content and training...

  • Advisor, Data Quality Management

    2 months ago

    Montreal, Canada Banque Nationale du Canada Full time

    h3>Advisor Strategy and Investment SolutionsHybridJob number: Intermediate ProfessionalStatus: PermanentSchedule: Full-Time09-Oct-2024Area of Interest: Wealth managementIf 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. p>Your...

  • Advisor Pension Investments

    2 weeks ago

    Montreal, Canada Desjardins Full time

    Job Description As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to...

  • Responsible Investment Communications Advisor

    3 days ago

    Montreal, Canada Banque Nationale du Canada Full time

    Responsible Investment Communications AdvisorHybridJob number: 23506Category: Senior ProfessionalStatus: PermanentSchedule: Full-TimeDate: 26-Nov-2024Area of Interest: Wealth managementA career as a Senior Advisor in responsible investment communication at National Bank Investments (NBI) means the opportunity to shape and execute content and training...

  • Strategic Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada Aon Full time

    Prioritize client success with a trusted partnerAt Aon, we're shaping decisions for a better world. As a Senior Investment Consultant, you'll be part of our industry-leading Investment Consulting team, helping institutional clients achieve results through innovative solutions.With a focus on delivering exceptional client service, you'll work closely with our...

  • Senior Advisor, Business Strategies

    6 months ago

    Montreal, Canada Desjardins Group Full time

    As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver business strategies and solutions aligned with the business architecture of various

  • Responsible Investment Communications Advisor

    4 days ago

    Montreal, Canada National Bank Full time

    Attendance Hybrid Job number 23506 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 26-Nov-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management A career as a Senior Advisor in responsible investment communication at...

  • Product Manager

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Product Manager - Investment SolutionsAt National Bank Investments, we are seeking a highly skilled Product Manager - Investment Solutions to join our team. As a Product Manager - Investment Solutions, you will play a key role in the development and management of our investment products, working closely with our investment team to identify opportunities and...

  • Strategic Account Director

    2 weeks ago

    Montreal, Quebec, Canada The Canada Life Assurance Company Full time

    **About The Role**We are seeking a seasoned professional to lead our Institutional Investment Only business in Canada. As a Strategic Account Director, you will be responsible for driving the service and sales of existing and new client relationships.The ideal candidate will have a background in the financial services industry, with specific knowledge in the...

  • Responsible Investment Senior Advisor

    3 days ago

    Montreal, Canada National Bank Full time

    Attendance Hybrid Job number 23506 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 26-Nov-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management A career as a Senior Advisor at National Bank Investments (NBI) means the...

  • Investment and Retirement Specialist

    1 week ago

    Montreal, Canada National Bank Full time

    As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job: Increase savings in your...

  • Investment and Retirement Specialist

    1 week ago

    Montreal, Canada National Bank Full time

    As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job: Increase savings in your...

  • Investment and Retirement Specialist

    1 week ago

    Montreal, Canada National Bank Full time

    As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success.Your job: Increase savings in your...

  • Investment Strategist

    2 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Manulife Investment Management is the asset management arm of Manulife Financial Corporation, a global financial institution with a rich history dating back to 1887. Our team is passionate about providing innovative solutions that meet the evolving needs of our institutional clients.Our Multi-Asset Solutions TeamThe Multi-Asset Solutions Team (MAST) is a...

  • Investment and Retirement Specialist

    1 week ago

    Montreal, Canada National Bank Full time

    As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job:Increase savings in your...