Responsible Investment Senior Advisor

3 weeks ago

Montreal, Canada National Bank Full time

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
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

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