investment consultant
Title posted on Jobillico -
Advisor Strategy and Investment Solutions
Posted on
October 10, 2024
by
Employer details
National Bank
Job details
<p><span></span></p><div></div><div><p>If you are interested in the field of investments and securities, join the National Bank Financial Wealth Management (NBFWM) team as an Advisor, Strategy & Investment Solutions. In this role, you?ll dive into the world of wealth management while playing a key role in the success of wealth advisors. You?ll have the chance to work not only in Quebec but also across Canada. </p><p><strong>Your Role: </strong></p><p></p><ul><li>Be a key point of contact for Wealth Advisors, acting as an expert within the Strategy and Investment Solutions team.</li><ul><li>Collaborate with Wealth Advisors to develop tailored solutions for their clients.</li><li>Gain insight into the day-to-day responsibilities of an investment advisor.</li></ul><li>Support team initiatives, including:</li><ul><li>Data analysis to inform decision-making.</li><li>Attend investment meetings to demystify investment processes.</li><li>Lead and assist in business discussion workshops with advisors and field coaches.</li><li>Produce reports to support investment advisors.</li></ul><li>Conduct analyses to provide essential information for the firm?s strategic decision-making and support advisors in their client-facing decisions.</li><li>Keep a close eye on the competition and promising offerings for NBF, staying informed of industry trends and changes.</li><li>Participate in initiatives to improve service offerings, including business, investment, and technology aspects.</li></ul><p><strong>Your team </strong></p><p>You are part of a team of wealth management experts supporting nearly 1,000 advisors across Canada. Joining NBFWM is an opportunity to grow in a dynamic environment, with the possibility to learn and develop! We value collaboration, innovation, risk-taking, the right to make mistakes, and keeping the client's best interest at the heart of our priorities </p><p><strong>Requirements: </strong></p><p></p><ul><li>Bachelor?s degree in business administration.</li><li>At least 2 years of experience (full-time or part-time) in the business world.</li><li>Ability to develop collaborative and constructive working relationships with colleagues and Wealth Advisors.</li><li>Attention to detail and strong organizational skills.</li><li>Solid knowledge of collaboration tools, Microsoft Excel, and PowerPoint.</li><li>Initiative, versatility, and strong verbal and written communication skills.</li></ul><p><strong>Assets: </strong></p><p></p><ul><li>Knowledge of fee-based offerings from brokerage firms.</li><li>Experience in Wealth management.</li></ul><p><span><br></span></p><p><span> </span></p><span></span></div> <strong>Your benefits</strong><div><br></div><div>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.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee and Family Assistance Program</li><li>Preferential banking services</li><li>Opportunities to get involved in community initiatives</li><li>Telemedicine service</li><li>Virtual sleep clinic</li></ul></div><div>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. </div><div><br></div><div>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.</div><div><br></div><div><strong>We're putting people first</strong></div><div><br></div><div>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, ag
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LocationMontréal, QC
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Workplace information
On site
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SalaryNot available
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Terms of employment
Full time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
Jobillico
#14646650
Advertised until
2024-11-07
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