Senior Portfolio Specialist

4 days ago


Montreal, Quebec, Canada National Bank Full time
Job Summary

We are seeking a highly skilled Senior Portfolio Specialist to join our Wealth Management team at National Bank Financial (NBF). As a key member of our UMA team, you will be responsible for managing client accounts and contributing to the development of the UMA platform.

About the Role
  • Contribute to the improvement of the UMA platform and management mandates
  • Participate in the UMA investment committee and adjust models as needed
  • Coach senior analysts and serve as a resource for them
  • Resolve issues encountered by platform users and execute trade programs to align portfolios with their policies

You will work closely with our team of 14 colleagues and report directly to the Head Portfolio Manager. Our team is known for its expertise in portfolio management and commitment to delivering exceptional service to our clients.

About You

To be successful in this role, you will require:

  • A Master's or Bachelor's degree in finance or a related field
  • At least six years of experience in portfolio management or a related field
  • Completion of the Canadian Securities Course and Conduct and Practices Handbook
  • Possession of CFA or CIM certification
  • Excellent knowledge of financial markets and the financial advisory industry
Compensation and Benefits

This position comes with an estimated salary of $120,000 - $180,000 per annum, depending on your level of experience. In addition to competitive compensation, you will be eligible for a range of benefits, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership.

Why Join Us?

National Bank Financial is committed to fostering a positive and inclusive work environment that encourages collaboration and creativity. We offer a range of opportunities for professional growth and development, including training and mentorship programs. Our core values of partnership, agility, and empowerment inspire us to make a positive impact on people's lives.



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