Strategic Investment Portfolio Specialist

24 hours ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time

At the Banque Nationale du Canada, we're on a mission to put people first. Our team is dedicated to delivering exceptional service and advice to our clients, helping them achieve their financial goals.

Job Summary

We're seeking an experienced Strategic Investment Portfolio Specialist to join our investment advisory team. As a key member of our team, you will work closely with our clients to understand their financial needs and provide personalized investment solutions that meet their goals.

About the Role

In this role, you will be responsible for:

  • Providing expert investment advice to clients based on their individual circumstances and financial objectives
  • Developing and implementing customized investment portfolios that align with client goals and risk tolerance
  • Maintaining strong relationships with clients through regular communication and ongoing support
  • Collaborating with internal teams to stay up-to-date on market trends and ensure compliance with regulatory requirements

To be successful in this role, you will have excellent communication and interpersonal skills, as well as a strong understanding of investment products and services. You will also be able to work independently and as part of a team, with a high level of integrity and professionalism.

What We Offer

We offer a competitive salary of $60,000 - $80,000 per year, depending on experience, plus a comprehensive benefits package that includes health and wellness programs, employee assistance program, and preferential banking services. You will also have opportunities for career growth and professional development, as well as a chance to make a real difference in the lives of our clients.

Requirements

To be considered for this role, you will need:

  • A degree in a related field, such as finance or business
  • Relevant experience in investment advisory or a related field
  • Strong knowledge of investment products and services
  • Excellent communication and interpersonal skills
  • A high level of integrity and professionalism
About Us

The Banque Nationale du Canada is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. We foster inclusion in an environment where each person's unique qualities are celebrated and valued. If you're looking for a challenging and rewarding career opportunity, please apply today



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