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Associate Portfolio Manager

2 months ago

Brossard, 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 exceptional client service and building strong relationships with clients.
  • Perform daily financial transactions, including processing adjustments, transfers, and trades.
  • Manage client accounts, including opening and maintaining client files, and ensuring accurate and timely reporting.
  • Produce portfolio management reports and provide analysis and recommendations to clients.
  • Manage administrative tasks, including scheduling appointments, preparing meeting materials, and maintaining client records.
  • Ensure compliance with regulatory requirements and risk management policies.
  • Perform other administrative tasks as required.

About the Team:

Our Financial Services team at Banque Nationale is a leading provider of investment services in Canada, with a team of over 1,000 financial advisors serving over 400,000 clients across 100 locations. As an Associate Portfolio Manager, you will work closely with a financial advisor to provide exceptional client service and support the delivery of our investment solutions.

What We Offer:

  • A competitive salary and benefits package.
  • A comprehensive training program to help you develop your skills and knowledge.
  • A dynamic and supportive work environment.
  • The opportunity to work with a leading financial institution and make a meaningful contribution to our clients' financial success.

Requirements:

  • A diploma in a related field, such as finance or business.
  • 2 years of experience in a related field, such as financial services or investment management.
  • Strong knowledge of financial software and systems.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.

Competencies:

  • Agility and adaptability.
  • Client-focused approach.
  • Communication and interpersonal skills.
  • Diversity and inclusion.
  • Emotional intelligence.
  • Initiative and proactivity.
  • Results-oriented approach.
  • Resilience and stress management.
  • Responsibility and accountability.
  • Teamwork and collaboration.