Product Officer Investment

Product Officer Investment

Job Overview

Location
Montreal, Quebec
Job Type
Full Time Job
Job ID
56406
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
105

Job Description

Our team is looking for a product officer to promote our investment products and support their distribution in the Personal Banking network.

This position reports to the Manager, Investment Offering Management, and requires solid knowledge of investment products (GICs, variable GICs, and mutual funds) along with a strong sales approach.

 Your main challenges:

  • Identify and analyze stakeholders’ needs in order to propose solutions to the needs expressed and offer high-quality expert service
  • Understand business issues, identify partners' needs, and propose strategies to help them reach their objectives
  • Monitor net inflows and explain any variances versus objectives
  • Provide information to be used for decision-making and promote tailored solutions to resolve problems
  • Participate in several forums to stimulate sales and promote investment products to various sales forces
  • Take part in the continuous improvement projects
  • Participate in the budget exercise and sales monitoring
  • Influence orientations and policies related to your professional area of expertise within your sector, and ensure the buy-in of the other parties involved

More specifically, you will:

  • Work closely with the different Personal Banking sales forces to help them achieve their objectives
  • Diligently monitor net investment product inflows
  • Make recommendations to simplify our processes
  • Draft communications, then oversee and coordinate their delivery
  • Play a second-level support role for the pricing desk

Competencies required:

  • Bachelor’s degree in a related field and 4 years of relevant experience OR Master’s degree in a related field and 2 years of relevant experience OR university certificate/undergraduate diploma from the National Bank University Program and 6 years of relevant experience
  • Knowledge of Personal Banking investment products
  • Knowledge of the branch network, an asset
  • Able to work in a multidisciplinary team
  • Able to communicate effectively both in writing and verbally
  • Able to analyze and summarize information
  • Able to make recommendations
  • Bilingual, both spoken and written (English and French)

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?

Job ID: 56406

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