Advisor

Area of Interest : Operations

A career as an Advisor at National Bank Financial Wealth Management means putting your expertise to work in support of our network in collaboration with colleagues and business partners.

In this role, you will be assisting our wealth advisors and their teams to better understand and use our programs by offering exceptional service that will have a positive impact on their practice and clients.

Your job

• Manage the wealth advisors’ Business Expenses Sharing Program
• Analyze and respond to various requests related to the Business Expenses Sharing Program
• Review the eligibility of and approve submitted expenses
• Accomplish monthly, quarterly and year-end closing activities
• Update the program documentation as well as SharePoint content
• Develop tools of communication related to the program
• Gather data and information, and prepare reports and analyses for various projects

Your team

National Bank Financial - Wealth Management is the fifth largest securities brokerage firm in Canada for its assets under management.

Its network is comprised of close to 1000 wealth advisors across 100 branches throughout the country. This position is part of the Strategy & Performance team, more specifically within its Advisor Programs & Policies team.

You will play a key role in managing our Business Expenses Sharing Program and be the main contact person for our entire network.

You will strive to provide the best experience to our advisors and their teams all while ensuring the optimal management of the program.

This team offers a dynamic and collegial work environment with as much flexibility as possible. This translates as a hybrid work model, in the office and remotely, as well as work schedule arrangements to help you to achieve work / life balance.

Prerequisites

• Bachelor’s degree in a related domain and 1 year’s pertinent experience OR Diploma of College Studies (DEC) in commerce or other related field and 3 years’ pertinent experience
• Good working knowledge of the Microsoft Office Suite - especially Excel
• Basic knowledge of accounting and taxation principles (preferable)
• Organizational, analytical and priority management skills

Languages :

• Language : French
• Language : English

Reason to require this language : you will need to work closely with our colleagues outside Quebec.

Skills

Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork

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

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!