Advisor - Fee Base Platforms

5 days ago


Montréal, Canada National Bank of Canada Full time

**Primary Locations**:Montreal, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
A career at National Bank Financial (NBF) Wealth Management means evolving in a dynamic environment, having the opportunity to learn and develop As an Advisor - Fee base platforms you support the evolution of the “myWealth” platform. You will produce analyses, reports and presentations to enhance the attractiveness of the fee-based platform for our Wealth Management Advisors and allow us to have the best client offer among brokerage firms

Your role
- Ensure the competitiveness and attractiveness of the “myWealth” fee-based platform and participate in initiatives to improve the service offer
- Support pricing review initiatives for Wealth Management Advisors
- Act as an expert in fee-based pricing at NBF and guide Wealth Management Advisors on the use of the platform
- Monitor the competition and the evolution of offers likely to be promising for the NBF
- Conduct due diligence on the integrity of data collected in pricing
- Produce communication materials to promote and simplify the use of the platform
- Carry out various analyses and evaluations in order to provide relevant information for decision-making
- Participate in committees and projects for improvement, development, simplification of work procedures

You will be part of a team of wealth management experts supporting nearly 1000 Advisors across Canada. We value collaboration, innovation, risk-taking, the right to make mistakes and where the interest of the customer is at the heart of our priorities.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Competencies required
- Bachelor's degree in administration, finance, accounting or related to the sector of activity
- Minimum of 5 years of experience in the securities field
- Knowledge of fee-based offers from brokerage firms
- Ability to develop collaborative and constructive working relationships with colleagues and Wealth Management Advisors
- Very good knowledge of collaboration tools, Microsoft Excel, and PowerPoint
- Initiative, versatility and oral and written communication skills
- French/English bilingualism necessary, because you will regularly deal with a unilingual English-speaking clientele

Preferred competencies
- Knowledge of the "myWealth" platform, an asset
- Knowledge of Purefacts software, an asset

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
- Initiatives promoting community involvement
- 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 accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?

LI-SL1



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