Advisor

The Private Wealth 1859 segment of National Bank is dedicated to providing wealth management services and advice to a distinctive and high-net-worth clientele.  In this role, as part of the Administration, Performance Measurement and Risk Operational Quality team, you will work with a multidisciplinary team that manages and delivers large-scale projects that have a significant impact on GP1859's efficiency, profitability and customer experience.

Your job

• To act as a
  link between the regions and the corporate teams, providing knowledge, specific
  context and the needs of our clients 
• Act as a
  specialist for escalating complex operational and administrative requests
• Carry out
  the necessary follow-ups and verifications to ensure the quality of the service
• Analyze
  complex operational problems and solve them by adapting existing concepts
• Understand
  and identify risks and challenges related to significant issues and provide
  advisory support requiring investment expertise
• Represent
  GP1859 in the deployment of Wealth Management enhancements/projects
  independently

Your team

Within the Corporate & Private Banking 1859 sector, you are part of a team of 13 colleagues and report to the Senior Director, Administration & Performance Measurement , Risk and Operational Quality. Our team stands out for its quality of advisory, its rigor and its regulatory expertise.

Our apprenticeship-in-action training programs allow you to master your craft. Customized training content on topics such as new regulatory requirements is available to support your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

 

Prerequisite

• Completed bachelor's degree in a related discipline
• Successful completion and registration of Project Management (PMP) is an asset and will be an integral part required within 18 months.


• Strong experience in investment transactions as well as in the business sector (commercial and wealth management)


• Ability to seize opportunities for improvement and adapt to a dynamic environment


• Ability to communicate effectively, both verbally and in writing, to provide advice and recommendations to partners


• Ability to work under pressure and on multiple files, with dynamism and an interest in learning


• Ease with day-to-day operational activities


• Rigour, analytical thinking and agility


• Bilingualism (spoken/written) French and English, essential

Your benefitsIn 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 firstWe'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!!