Strategic Investment Advisor

4 weeks 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.



  • Montreal, Quebec, Canada National Bank Full time

    Role OverviewAs a Strategic Investment Advisor at National Bank, you will play a key role in supporting wealth advisors in developing tailored solutions for their clients. This position requires strong analytical and communication skills, as well as the ability to work collaboratively with a team of experts.Key ResponsibilitiesAct as a key point of contact...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Advisor Strategy and Investment SolutionsAs a key member of the National Bank Financial Wealth Management team, you will be responsible for providing expert advice and guidance to Wealth Advisors. Your role will involve:Acting as a key point of contact for Wealth Advisors, providing expert advice and guidance.Gaining insight into the day-to-day...


  • Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Investment AdvisorAs a Senior Investment Advisor at NBC, you will play a key role in providing expert advice to our wealth advisors on portfolio management best practices. Your primary responsibility will be to support our advisors in integrating discretionary investment solutions and promoting portfolio management excellence.Key...


  • Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Investment AdvisorAt NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.Key Responsibilities:Build close relationships with wealth...


  • Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Investment AdvisorAt NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.Key Responsibilities:Build close relationships with wealth...


  • Montreal, Quebec, Canada NBC Full time

    Job SummaryAs 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...


  • Montreal, Quebec, Canada Aon Full time

    Prioritize client success with a trusted partnerAt Aon, we're shaping decisions for a better world. As a Senior Investment Consultant, you'll be part of our industry-leading Investment Consulting team, helping institutional clients achieve results through innovative solutions.With a focus on delivering exceptional client service, you'll work closely with our...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Senior Manager, Financial Advisor, Investment to join our team at Scotiabank. As a key member of our leadership team, you will be responsible for overseeing a team of Financial Advisors Investment & Retirement specialists and driving business results in the Quebec and Eastern Ontario Region.Key...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:The Senior Manager, Financial Advisors, Investment & Retirement will strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key Responsibilities:Coach the team of FAIRs, increasing financial planning results,...


  • Montreal, Quebec, Canada National Bank Full time

    At National Bank, we are seeking a seasoned Strategic Advisor to join our Strategy and Corporate Development team. This role offers the opportunity to contribute to the bank's success by providing expert guidance on mergers and acquisitions, strategic partnerships, financial analysis, and corporate strategy.About the RoleThis is a key position within our...


  • Montreal, Quebec, Canada SAPINC Saputo Inc. Full time

    About SAPINC Saputo Inc.We are a leading global dairy processor with a strong history of excellence, driven by our talented and caring team. Our commitment to quality, passion for food, and dedication to our customers have made us a trusted partner in the industry.Job DescriptionThis role is an exciting opportunity to join our experienced global team of tax...


  • Montreal, Quebec, Canada The Canada Life Assurance Company Full time

    **About The Role**We are seeking a seasoned professional to lead our Institutional Investment Only business in Canada. As a Strategic Account Director, you will be responsible for driving the service and sales of existing and new client relationships.The ideal candidate will have a background in the financial services industry, with specific knowledge in the...


  • Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full time

    About Societe Generale de Surveillance SAThe Risk Management Department plays a vital role in the sustainable growth of Societe Generale de Surveillance SA, leveraging expertise and risk management techniques to drive business outcomes. The team's mission is to analyze, assess, manage, and monitor risk-taking activities, working closely with the first...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:The Senior Manager, Financial Advisors, Investment will strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key Responsibilities:Coach the team of FAIRs, increasing financial planning results, supporting...


  • Montreal, Quebec, Canada Aon Full time

    Unlock Your Potential as a Strategic Investment LeaderAon is in the business of better decisions, and we're seeking a talented individual to join our team as a Strategic Investment Leader. This role offers an extraordinary career opportunity for investment advisory leaders who excel in strategic problem-solving and client-facing roles.About the...


  • Montreal, Quebec, Canada Export Development Canada Full time

    Unlock Growth Opportunities with Export Development CanadaWe are seeking an experienced Strategic Investment Specialist to join our Mid-Market Growth Business's (MMGB) Growth Capital Team (GCT).In this role, you will work closely with our team members to develop deeper relationships with Canadian medium-sized companies and gain an intimate understanding of...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:The Senior Manager, Financial Advisors, Investment and Retirement will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market. This role requires strategic partnership with Canadian Banking regional leadership and Wealth Management to increase financial planning results, support recruitment and...


  • Montreal, Quebec, Canada The Canada Life Assurance Company Full time

    Role OverviewWe are seeking an experienced Strategic Investment Counsellor to join our team in Montreal, Quebec. As a key member of our Institutional Investment Solutions team, you will play a critical role in driving the growth and success of our business.


  • Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Wealth Advisor to join our team at National Bank.Job SummaryThe ideal candidate will be responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients based on their needs and market trends. They will also create business...


  • Montreal, Quebec, Canada Aon Full time

    Investment Consulting Role OverviewAon is seeking a highly skilled investment advisory leader to join our team as an Associate Partner, Investment Consulting. This is a hybrid role with the flexibility to work both virtually and from our Montreal office.As an investment advisory leader, you will be responsible for all aspects of projects in the Investment...