Advisor, Data Quality Management
2 months ago
Hybrid
Job number: Intermediate Professional
Status: Permanent
Schedule: Full-Time
09-Oct-2024
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. p>
Your Role:
- Be a key point of contact for Wealth Advisors, acting as an expert within the Strategy and Investment Solutions team.
- Gain insight into the day-to-day responsibilities of an investment advisor.
- 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.
- Participate in initiatives to improve service offerings, including business, investment, and technology aspects.
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