Strategic Investment Advisor

1 week ago

Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled Strategic Investment Advisor to join our team at National Bank Financial Wealth Management (NBFWM). As a key member of our Strategy and Investment Solutions team, you will play a crucial role in supporting our wealth advisors in delivering exceptional client experiences.

Key Responsibilities
  • Act as a trusted advisor and expert within the Strategy and Investment Solutions team, providing guidance and support to wealth advisors.
  • Collaborate with wealth advisors to develop tailored solutions for their clients, leveraging your knowledge of fee-based offerings and wealth management best practices.
  • Conduct analyses to provide essential information for the firm's strategic decision-making and support advisors in their client-facing decisions.
  • Stay informed of industry trends and changes, identifying opportunities to improve service offerings and drive business growth.
About You

We are looking for a highly motivated and experienced professional with a strong background in business administration and a passion for wealth management. You will have a bachelor's degree in business administration and at least 2 years of experience in the business world. Your excellent communication and interpersonal skills will enable you to build strong relationships with colleagues and wealth advisors.

What We Offer

In addition to a competitive compensation package, you will be eligible for a wide range of flexible benefits to support your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.

About National Bank

We are 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 people's lives, and our core values of partnership, agility, and empowerment inspire us. We offer a barrier-free workplace that is accessible to all employees and are committed to inclusivity and diversity.

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