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Senior Portfolio Strategist

1 month ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time
Senior Investment Advisor

As a key member of our Investment Solutions and Portfolio Management team at Banque Nationale du Canada, you will provide expert support to our wealth advisors on the range of managed solutions. Your role will involve advising them on best practices in portfolio management, enabling them to better serve their clients and drive business growth.

Key Responsibilities:
  • Collaborate with wealth advisors to develop and implement effective portfolio management strategies
  • Provide guidance on investment solutions and portfolio management best practices
  • Support the development of new business opportunities and client relationships
  • Stay up-to-date with market trends and regulatory requirements

Requirements:

  • Proven experience in investment solutions and portfolio management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks