Status: Permanent
Type of Contract: Permanent
Schedule: Full-Time
Full Time / Part Time? Full-Time
Posting date: 15-May-2024
Location: Montreal, Quebec City Montreal
Province/State: Quebec
Area of Interest: Wealth management
As a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise them on portfolio management best practices so that they can better support their clients and generate better returns.
Your role:- As a portfolio management expert, build close relationships with wealth advisors to integrate discretionary investment solutions.
- Offer wealth advisors portfolio management advice and support with respect to turnkey products and promote portfolio management best practices and the establishment of investment policies.
- Oversee communications and documentation for the turnkey offer.
- Act as a coach and expert in turnkey investment solutions for wealth advisors and discretionary managers and promote portfolio management best practices.
- Provide personalized support in implementing changes to the different investment solutions (client onboarding in discretionary programs, e.g., UMA).
- Communicate and promote strategic decisions with respect to the practices of discretionary managers and wealth advisors using managed investment solutions.
- As a member of the myWEALTH Unified investment committee, oversee decisions on portfolio construction and adjustment for all models offered in the program.
- Represent NBF on the National Bank Investments (NBI) external manager review committee.
- Supervise analysts in producing performance reports, investment data and quarterly communications. Participate in quarterly calls.
- Interact with members of senior management, Compliance, administration, Legal Affairs, IT and others to influence them and get their approval for major projects.
- Participate in recruiting new advisors for discretionary management or the adoption of investment solutions (e.g., UMA).
- Support and work closely with the Senior Manager and Advisor for Client Offer Strategy in developing large-scale IT initiatives and tools to support portfolio management proposals.
You'll report to NBFWM's Head Portfolio Manager as part of the Investment Solutions team, which is made up of 20 people.
Prerequisites- Bachelor's degree in a related field and ten (10) years of relevant experience, or a master's degree in a related field and 5 to 10 years of relevant experience
- CFA or CIM designation and completion of the CSC
- Portfolio Manager registration with CIRO, an asset
- Knowledge of portfolio management tools (transactional, compliance and risk analysis)
- Experience managing portfolios and analyzing portfolio and risk management mandates
- Experience in the securities industry
- Recognized experience in investment product creation and support
- Wholesaler experience, an asset
- Sales experience, an asset
- Excellent knowledge of Excel
- Excellent communication skills (English and French)
- Strong influencing and decision-making abilities
- Language: French
- Language: English
- Reason to require this language: you will need to work closely with our colleagues outside Quebec.
In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first:
We're 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal