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.