Fee-Based Platform Specialist

3 weeks ago

Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled Fee-Based Platform Advisor to join our team at National Bank Financial Wealth Management (NBFWF). As a key member of our team, you will play a crucial role in supporting the evolution of advisor pricing and the myWealth platform.

Key Responsibilities
  • Pricing Review Initiatives: Support the review of pricing initiatives for Wealth Management Advisors, including data analysis, communication with advisor teams, and report production.
  • Fee-Based Pricing Expertise: Act as a fee-based pricing expert at NBF, guiding Wealth Management Advisors on the use of the platform and the pricing review process.
  • Market Monitoring: Continuously monitor the competition and promising offers for NBF, staying informed about industry developments and changes.
  • Data Integrity: Conduct due diligence on the integrity of the data collected in pricing.
  • Analysis and Evaluation: Perform various analyses and evaluations to provide relevant information for decision-making.
  • Competitiveness and Attractiveness: Assist the Senior Advisor in ensuring the competitiveness and attractiveness of the myWealth fee platform and participate in initiatives to improve the service offering.
About the Team

You will be part of a team of wealth management experts supporting nearly 1,000 advisors across Canada. Joining our team is an opportunity to evolve in a dynamic environment, learn, and develop. We value collaboration, innovation, risk-taking, and the right to make mistakes, with the client's interest at the heart of our priorities.

Requirements
  • Education: Bachelor's degree in administration, finance, accounting, or a related field.
  • Experience: Minimum of 5 years of experience in the wealth management industry.
  • Knowledge: Knowledge of fee-based offers from brokerage firms, the myWealth platform, and Purefacts software (an asset).
  • Skills: 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.
Language

English and French are the required languages for this role, as you will need to work closely with our colleagues outside Quebec.

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