Advance your career with National Bank Financial as a Portfolio Manager, specializing in discretionary management and investment program oversight with a hybrid work model. This pivotal role entails supporting the Lead Portfolio Manager and guiding Wealth Management Advisors in portfolio best practices. You will enhance operational efficiencies through advanced technology while creating impactful reports and recommendations to drive investment solutions and governance policies.

Key Responsibilities:
Support oversight of discretionary management and pooled funds
Provide investment analysis and risk management advisory
Develop automation solutions for efficiency improvements
Generate strategic analyses and detailed reporting
Design documentation and training for key stakeholders Requirements:
Master’s or Bachelor’s degree with 10+ years relevant experience
Registered or eligible as a Portfolio Manager with CIRO
In-depth knowledge of portfolio management and compliance
Experience with analytical reporting and process automation
Proficient in communication and teamwork Contribute your expertise in portfolio management to National Bank Financial, enhancing investment strategies and client outcomes.

📌 Portfolio Manager At National Bank Montreal
🏢 Banque Nationale du Canada
📍 Montreal