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Senior Investment Advisor

2 months ago

Montreal, Quebec, Canada Banque Nationale du Canada Full time
About the Role

We are seeking a highly skilled Senior Investment Advisor to join our team at Banque Nationale du Canada. As a key member of our Investment Solutions and Portfolio Management team, you will provide expert support to our wealth advisors, helping them to deliver exceptional client service and drive business growth.

Key Responsibilities
  • Provide guidance and support to wealth advisors on portfolio management best practices, ensuring they have the knowledge and skills to deliver high-quality client service.
  • Collaborate with the Investment Solutions team to develop and implement managed solutions that meet the evolving needs of our clients.
  • Stay up-to-date with market trends and regulatory requirements, applying this knowledge to inform investment decisions and drive business growth.
  • Work closely with cross-functional teams to ensure seamless delivery of investment solutions and exceptional client service.
Requirements
  • Proven experience as a Senior Investment Advisor or Portfolio Manager, with a strong track record of delivering high-quality client service and driving business growth.
  • Excellent knowledge of portfolio management best practices, investment products, and regulatory requirements.
  • Strong communication and interpersonal skills, with the ability to build effective relationships with wealth advisors, clients, and internal stakeholders.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.