Senior Investment Advisor

1 day ago

Montreal, Quebec, Canada NBC Full time
Job Title: Senior Investment Advisor

At NBC, we're seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will play a critical role in providing expert advice and support to our wealth advisors, helping them to deliver exceptional results for our clients.

Key Responsibilities:
  • Build close relationships with wealth advisors to integrate discretionary investment solutions and provide portfolio management advice and support.
  • Oversee communications and documentation for the turnkey offer, ensuring seamless execution and client satisfaction.
  • Act as a coach and expert in turnkey investment solutions, promoting portfolio management best practices and the establishment of investment policies.
  • Provide personalized support in implementing changes to the different investment solutions, including client onboarding in discretionary programs.
  • Communicate and promote strategic decisions with respect to the practices of discretionary managers and wealth advisors using managed investment solutions.
  • As a member of the myWEALTH Unified investment committee, oversee decisions on portfolio construction and adjustment for all models offered in the program.
  • Represent NBC on the National Bank Investments (NBI) external manager review committee.
  • Supervise analysts in producing performance reports, investment data, and quarterly communications, participating in quarterly calls.
  • Interact with members of senior management, Compliance, administration, Legal Affairs, IT, and others to influence and obtain approval for major projects.
  • Participate in recruiting new advisors for discretionary management or the adoption of investment solutions.
  • Support and work closely with the Senior Manager and Advisor for Client Offer Strategy in developing large-scale IT initiatives and tools to support portfolio management proposals.
Requirements:
  • Bachelor's degree in a related field and ten (10) years of relevant experience, or a master's degree in a related field and 5 to 10 years of relevant experience.
  • CFA or CIM designation and completion of the CSC.
  • Portfolio Manager registration with CIRO, an asset.
  • Knowledge of portfolio management tools (transactional, compliance, and risk analysis).
  • Experience managing portfolios and analyzing portfolio and risk management mandates.
  • Experience in the securities industry.
  • Recognized experience in investment product creation and support.
  • Wholesaler experience, an asset.
  • Sales experience, an asset.
  • Excellent knowledge of Excel.
  • Excellent communication skills (English and French).
  • Strong influencing and decision-making abilities.
Why NBC?

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 people's 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.

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