Join National Bank Financial as a Portfolio Manager, where your leadership in discretionary portfolio management will shape the future of investment solutions, with a flexible hybrid schedule. In this role, you will collaborate closely with the Lead Portfolio Manager and specialists across departments to oversee discretionary programs and enhance analytical reporting. Your contributions to process improvement and technology tool development will significantly boost operational performance and the effectiveness of investment oversight.

Key Responsibilities





- Oversee discretionary management programs and model portfolios • Advise on best practices for investment strategies • Produce and analyze strategic reports for decision-making • Collaborate with compliance and technology teams for governance • Create effective training and communication documentation Requirements:
- Master’s or Bachelor’s degree; 10+ years in securities • CIRO registration as Portfolio Manager or eligible • Expertise in portfolio management and risk assessment • Familiarity with automation tools like Power Automate • Solid communication and teamwork skills Utilize your extensive portfolio management experience to advance investments at National Bank Financial.

📌 Investment Funds Advisor (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal