Senior Investment Advisor

5 days ago

Montreal, Quebec, Canada NBC Full time
Job Summary

As a Senior Investment Advisor at National Bank Financial (NBF), you will play a key role in providing support to our wealth advisors on managed solutions and advising them on portfolio management best practices to better support their clients and generate better returns.

Your primary responsibilities will include:

  • Building close relationships with wealth advisors to integrate discretionary investment solutions.
  • Offering wealth advisors portfolio management advice and support with respect to turnkey products and promoting portfolio management best practices and the establishment of investment policies.
  • Overseeing communications and documentation for the turnkey offer.
  • Acting as a coach and expert in turnkey investment solutions for wealth advisors and discretionary managers and promoting portfolio management best practices.
  • Providing personalized support in implementing changes to the different investment solutions (client onboarding in discretionary programs, e.g., UMA).
  • Communicating and promoting 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, overseeing decisions on portfolio construction and adjustment for all models offered in the program.
  • Representing NBF on the National Bank Investments (NBI) external manager review committee.
  • Supervising analysts in producing performance reports, investment data, and quarterly communications. Participating in quarterly calls.
  • Interacting with members of senior management, Compliance, administration, Legal Affairs, IT, and others to influence them and get their approval for major projects.
  • Participating in recruiting new advisors for discretionary management or the adoption of investment solutions (e.g., UMA).
  • Supporting and working closely with the Senior Manager and Advisor for Client Offer Strategy in developing large-scale IT initiatives and tools to support portfolio management proposals.

You will report to NBFWM's Head Portfolio Manager as part of the Investment Solutions team, which is made up of 20 people.

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.

Reason for Language Requirement

You will need to work closely with our colleagues outside Quebec.

Benefits

In addition to competitive compensation, upon hiring, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're Putting People First

We're 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. 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.

Come live your ambitions with us.

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