Advisor, Data Quality Management

2 months ago


Montreal, Canada Banque Nationale du Canada Full time
h3>Advisor Strategy and Investment Solutions

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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