Financial Strategist Leader

7 days ago


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

We are seeking an experienced Financial Strategist to join our team as a Director Portfolio Management. In this role, you will be responsible for developing and implementing financial strategies that meet the complex needs of medium and large private enterprises.

You will work closely with our client's Directors, providing expert advice and guidance on financial matters. Your main challenges will include:

  • Supporting Directors in setting up new financings and monitoring existing files
  • Acting as an expert advisor, leveraging your knowledge and experience to provide clients with the advice they need
  • Helping clients achieve their business objectives by proposing financial strategies based on the most suitable combination of specialized financing products


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