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Senior Advisor Best Practices

Apply now Job ID 31464901632 Date posted 06/23/2022

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

The National Bank Financial Wealth Management team is the fifth largest securities brokerage firm in Canada. There are more than 900 investment advisors in more than 90 branches across the country, managing the assets of more than 260,000 clients.

Our team values passionate people and values bold ideas. We work together to ensure that our clients achieve their goals and that our colleagues do what they love. We consult with our colleagues to share knowledge and help each other.

Being a Senior Advisor for Best Practices in Wealth Management means working in a stimulating environment that allows you to surpass yourself while developing strong collaborative relationships across all sectors of wealth management.  It means having the opportunity to learn and develop within an experienced team that values best practices in the industry, collaboration with wealth management advisory teams, business development, partner complicity, innovation and client satisfaction.  It also being part of a dynamic team where management fosters a good work/life balance.

This position reports to the Development and Client Experience Vice President in the Wealth Management.  The role consists essentially of ensuring the quality and understanding of the operations processes in order to make information available to the network.  The candidate must be rigorous, possess strong analytical skills and have proven experience in the financial field, specifically in the investment industry.


  • Have knowledge of portfolio management
  • Understand Securities Trading
  • Have a 360° view of an operational issue regarding:
    • Market events (REORG)
    • Transfer management
    • Validation and calculation of book values ACB)
    • Calculation of performance and returns
    • Know the rules of compliance and internal control

The main responsibilities are:

  • Accompany the network in understanding the operations
  • Prioritize work based on business values and risks
  • Compare, understand and validate data from various systems and applications
  • "B2B2C
  • Identify problematic situations of an operational nature related to both the processing of information and the applications used
  • Carry out various analyses (context, issues, impacts, functional, non-functional and informational, processes, business rules) to identify gaps between the current and the target situation
  • Ensure the reliability of data and provide appropriate solutions
  • Detect anomalies and submit them to the parties concerned (third party)
  • Advise the business lines and share solutions to improve current processes (if required)
  • Support the entire NBFWM network for a better understanding and implementation of the best business practices
  • Act as an expert, train/educate (financial literacy) in order to increase the knowledge of the network and help make them be self-sufficient in their daily practices

Want to learn more about the position?

Required skills

  • Bachelor's degree completed, related to the industry, and 7 years of relevant experience OR Completed master's degree, related to the business line, and 5 years of relevant experience
  • Minimum 5 years of experience
  • Portfolio management tools
  • Good ability to popularize and synthesize information
  • Ability to facilitate strategic discussions
  • Ability to participate in discussions as an expert in portfolio management applications
  • Bilingualism (spoken/written) French and English essential

Preferred skills

  • Experience using OSS and Croesus and / or equivalent tools in portfolio management tools is required.
  • Basic knowledge of taxation or CRA rules will be considered an asset.

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferred banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?


JobField: Wealth Management

Unposting Date: 2022-07-07

Job Number: SUP001DN

Posting Date: 2022-06-23

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