National Accounts Analyst

3 weeks ago

Toronto, Canada National Bank of Canada Full time

**Primary Locations**:Toronto, Ontario**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:

- Do you have a passion for both analytics and business development?
- Do you know how to build relationships of trust and loyalty?
- Are you interested in taking on challenges in the Investment sector?

The primary focus of the National Accounts team is to gain a deep understanding of client firms through the building and enhancement of long-term relationships at all levels of the client firm. Strategic focus includes collaborating with designated client firms to retain current assets and add new assets by continuing a core strategy of shifting from traditional “mutual fund supplier” to “strategic business partner.” The National Accounts team works on an integrated basis with National Sales teams to deliver and align National Bank experience to the strategic business needs of client firms with the objective of enhancing gross sales, improving asset retention, broadening product participation and maximizing profitability.

**Job Description**:
Support the overall National Accounts team in areas of business development, dealer service escalation, investment reporting and other ad-hoc tasks as required.

National Accounts:

- Support the Director, National Accounts in preparation of materials relevant to investment reviews with key gatekeepers and stakeholders.
- Assist in the identification and analysis of opportunities within third party packaged programs, segregated fund bundles and recommended lists.
- Provide backup coverage for all duties related to the new acquisition of GIC business.

Dealer Services:

- Act as point of contact for day-to-day dealer service-related issues.
- Engage in regular dialogue with Dealer Services (back office) to actively find ways to improve procedures, policies and dealer interactions.
- Stay up to date on the dealer product approval process and that all processes are well known and documented.

Investment Reporting:

- Prepare monthly/quarterly reporting as required by third party due diligence requirements.
- Prepare detailed portfolio analysis for presentation within the firm’s internal financial planning channel.
- Ongoing special projects such as: system conversions, internal and external audits, and database management (Access; Power BI).
- Assist the team with ad hoc projects or analysis.
- Undergraduate business degree (Economics, Finance, BBA, etc.)
- CSC required or a recognized financial planning-oriented designation (CFP), or progress towards.
- Solid understanding of financial services industry (mutual funds/ETFs).
- Proficiency with Microsoft Windows and Excel required.
- Strong ability to originate, communicate and execute ideas.
- Solid communication skills required.
- Proactive and committed team player.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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?

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