Senior Investment Advisor

4 weeks ago

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

As a Senior Investment Advisor at NBC, you will play a key role in providing expert advice to our wealth advisors on portfolio management best practices. Your primary responsibility will be to support our advisors in integrating discretionary investment solutions and promoting portfolio management excellence.

Key Responsibilities:

  • Build close relationships with wealth advisors to integrate discretionary investment solutions.
  • Offer portfolio management advice and support to wealth advisors.
  • Oversee communications and documentation for the turnkey offer.
  • Act as a coach and expert in turnkey investment solutions for wealth advisors.
  • Provide personalized support in implementing changes to the different investment solutions.
  • Communicate and promote strategic decisions with respect to the practices of discretionary managers and wealth advisors.
  • Represent NBC on the National Bank Investments (NBI) external manager review committee.
  • Supervise analysts in producing performance reports, investment data, and quarterly communications.
  • 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.

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?

NBC is 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 who share our values and are passionate about making a difference in the lives of our clients and employees.

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