Senior Investment Advisor

4 weeks ago

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

At NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.

Key Responsibilities:

  • Build close relationships with wealth advisors to integrate discretionary investment solutions.
  • Offer wealth advisors portfolio management advice and support with respect to turnkey products and promote portfolio management best practices and the establishment of investment policies.
  • Oversee communications and documentation for the turnkey offer.
  • Act as a coach and expert in turnkey investment solutions for wealth advisors and discretionary managers and promote portfolio management best practices.
  • Provide personalized support in implementing changes to the different investment solutions (client onboarding in discretionary programs, e.g., UMA).
  • 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. Participate in quarterly calls.
  • Interact with members of senior management, Compliance, administration, Legal Affairs, IT and others to influence them and get their approval for major projects.
  • Participate in recruiting new advisors for discretionary management or the adoption of investment solutions (e.g., UMA).
  • 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

Language Requirements:

  • Language: French
  • Language: English

Why Choose NBC?

We offer a wide range of benefits to support your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and a generous pension plan.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

We are 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.

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