Job Description

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

Joining National Bank Investments (NBI) means growing in a dynamic environment and having the opportunity to learn and progress within a team that values collaboration, innovation, the right to take risks and make mistakes, and client satisfaction. The words "impossible" and "status quo" are not part of our vocabulary.

NBI is an investment fund management firm committed to manufacturing and distributing mutual funds, exchange-traded funds, investment solutions, and services designed to help Canadian investors pursue their financial goals. Our role is to be the quarterback behind the savings and investment initiatives throughout National Bank. Our objective is to be the best manufacturer of investment solutions in the country, by taking advantage of our open architecture model.

We\'re looking for someone with the following mindset:
\xc3\xa2\xc2\x80\xc2\xa2\xc3\x82 \xc3\x82 \xc3\x82 Constantly curious to learn more
\xc3\xa2\xc2\x80\xc2\xa2\xc3\x82 \xc3\x82 \xc3\x82 Team player
\xc3\xa2\xc2\x80\xc2\xa2\xc3\x82 \xc3\x82 \xc3\x82 Shareholder mentality
\xc3\xa2\xc2\x80\xc2\xa2\xc3\x82 \xc3\x82 \xc3\x82 Not afraid to step out of their comfort zone
\xc3\xa2\xc2\x80\xc2\xa2\xc3\x82 \xc3\x82 \xc3\x82 Know how to manage priorities and work through ambiguity
\xc3\xa2\xc2\x80\xc2\xa2\xc3\x82 \xc3\x82 \xc3\x82 Know how to make decisions and be accountable

Reporting to the Senior Manager \xc3\xa2\xc2\x80\xc2\x93 Investment Solutions and Business Strategies, your main responsibilities will be to:

• Help define strategic orientations related to product development and management in order to achieve NBI\'s objectives, in line with the Bank\'s and internal partners\' objectives
• Lead major projects (product launches, portfolio manager changes, etc.) and collaborates to solve problems requiring high experience and expertise.
• Generate ideas and identify opportunities for NBI in various markets (e.g., mutual fund dealers, full-service brokers, ...)\xc3\x82
• Be an expert on the development of new mutual fund structures in order to adapt processes, the product offering and NBI\'s pricing
• Lead the competitive and innovation oversight for NBI, both in Canada and abroad, to identify key competitors, innovative concepts and best practices in product management
• Influence strategic orientations in product development and management to achieve NBI\xc3\xa2\xc2\x80\xc2\x99s objectives\xc3\x82
• Ensure NBI\xc3\xa2\xc2\x80\xc2\x99s profitability and competitiveness by developing and managing complex product lines\xc3\x82
• Define, review and monitor investment policies and collaborate with internal partners (e.g., compliance) and external asset managers.\xc3\x82
• Participate in asset allocation decision-making and risk management of available investment strategies to optimally measure, identify, monitor and diversify current and potential risks.\xc3\x82
• Act as a coach with analysts and product officers on the team

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it\xc3\xa2\xc2\x80\xc2\x99s important to you.

Competencies required:

• A bachelor\'s degree in a related field and 10 years of relevant experience or a master\'s degree and eight years of relevant experience\xc3\xa2\xc2\x80\xc2\xaf
• CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) or PRM (Professional Risk Manager) : completed or in progress
• Varied experience in the investment industry
• Excellent analytical skills
• Excellent knowledge of Excel
• Bilingualism (English and French) required, as you will frequently serve clients who speak a language other than French

Your benefits\xc3\x82

In addition to competitive compensation, upon hiring you\xc3\xa2\xc2\x80\xc2\x99ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Health and wellness program, including many options
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Flexible group insurance
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Generous pension plan
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Employee Share Ownership Plan
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Employee and Family Assistance Program
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Preferential banking services
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Initiatives promoting community involvement
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 Telemedicine service
\xc3\xa2\xc2\xa6\xc2\x81\xc3\x82 \xc3\x82 \xc3\x82 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.\xc3\x82
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees\xc3\xa2\xc2\x80\xc2\x99 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 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: 2023-03-19

Job Number: INV0003H

Posting Date: 2023-03-10

National Bank of Canada