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Associate Portfolio Manager

2 months ago

Rimouski, Quebec, Canada Banque Nationale Full time

About the Role:

We are seeking a highly skilled Associate Portfolio Manager to join our team at Banque Nationale. As an Associate Portfolio Manager, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch investment solutions.

Key Responsibilities:

  • Assist financial advisors in delivering high-quality client service and meeting client needs.
  • Perform routine financial transactions, such as buying and selling securities, and ensure accurate record-keeping.
  • Process client deposits, withdrawals, transfers, and currency conversions, and maintain accurate records.
  • Analyze and maintain client files, ensuring up-to-date information and accurate documentation.
  • Produce portfolio management reports and maintain accurate records.
  • Manage client administrative tasks, including scheduling appointments, preparing meeting materials, and maintaining client relationships.
  • Ensure compliance with regulatory requirements and risk management policies.

About the Team:

Our Financial Services team at Banque Nationale is a leading player in the Canadian financial industry, with a strong presence in the investment management sector. As an Associate Portfolio Manager, you will work closely with our financial advisors to deliver exceptional client service and support our team's goals.

What We Offer:

  • A competitive salary and benefits package.
  • A comprehensive training program to help you develop your skills and expertise.
  • A dynamic and inclusive work environment that values diversity and promotes career growth.
  • A range of employee benefits, including health and wellness programs, flexible work arrangements, and professional development opportunities.

Requirements:

  • Diploma or degree in a related field, such as finance, business, or economics.
  • 2+ years of experience in a related field, such as banking, finance, or investment management.
  • Strong knowledge of financial software and systems, including Microsoft Office.
  • Excellent communication and interpersonal skills.

Competencies:

  • Agility and adaptability in a fast-paced environment.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.