Description
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.
Your Role:
- Be a key point of contact for Wealth Advisors, acting as an expert within the Strategy and Investment Solutions team.
- Collaborate with Wealth Advisors to develop tailored solutions for their clients.
- Gain insight into the day-to-day responsibilities of an investment advisor.
- Support team initiatives, including:
- Data analysis to inform decision-making.
- Attend investment meetings to demystify investment processes.
- Lead and assist in business discussion workshops with advisors and field coaches.
- Produce reports to support investment advisors.
- Conduct analyses to provide essential information for the firm’s strategic decision-making and support advisors in their client-facing decisions.
- Keep a close eye on the competition and promising offerings for NBF, staying informed of industry trends and changes.
- Participate in initiatives to improve service offerings, including business, investment, and technology aspects.
Your team
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
Requirements:
- Bachelor’s degree in business administration.
- At least 2 years of experience (full-time or part-time) in the business world.
- Ability to develop collaborative and constructive working relationships with colleagues and Wealth Advisors.
- Attention to detail and strong organizational skills.
- Solid knowledge of collaboration tools, Microsoft Excel, and PowerPoint.
- Initiative, versatility, and strong verbal and written communication skills.
Assets:
- Knowledge of fee-based offerings from brokerage firms.
- Experience in Wealth management.
Your benefits
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
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!
