New Job Advisor Administration And Performance Management In Quebec

Advisor Administration and Performance Management
Advisor Administration and Performance Management

Advisor Administration and Performance Management

Company : Jobssummary / Indeed
Salary : Details not provided
Location : Quebec

Full Description

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

The Private Banking 1859 sector of National Bank provides wealth management services and advice to a distinctive and wealthy clientele. In this new role, as part of the Administration and Performance Measurement team, you will work with a multidisciplinary team that manages and delivers large-scale projects that have a significant impact on PB1859's efficiency, profitability and customer experience.

This position reports to the Director, Administration and Performance Measurement, GP 1859.

Your role:

  • Ensure the proper functioning of customer reporting applications/processes
  • Learn end-to-end roles and responsibilities and bring ideas for efficiencies and continuous process improvement
  • Analyze problems of varying levels of complexity and urgency
  • Ensure effective communication with the PB1859 sales force and internal and external partners
  • Support requests from superiors in support to the team
  • Design, index and document audits and quality assurance activities
  • Manage customer reporting
  • Participate and represent the business line in the various test phases with our IT partners, recommend optimization solutions and act as an expert during "production"
  • Be on the front line to ensure data integrity in our IT systems
  • Act as a resource person for the team in the various deliverables
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’s important to you.

Required competencies:

  • 3-year Diploma of College Studies (DCS) and 8 years and more of experience OR a Bachelor’s degree and 5 to 6 years of experience
  • In-depth experience in data analysis and creating/producing reports and dashboards
  • Experience working with complex analyses (correlation, trends, predictive analyses)
  • Excellent knowledge of MS Office suite (mainly Excel, PowerPoint)
  • Excellent interpersonal skills
  • Analytical and synthesis skills, creativity, autonomy and sense of initiative
  • Inspired by good practices, intellectual curiosity
  • Bilingualism (spoken/written) French and English since you will have to deal regularly with partners located across Canada

Preferred competencies:

  • Good knowledge of financial markets and investment products
  • Mastery of Croesus systems, ISM-T80

Your benefits:
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Initiatives promoting community involvement
  • Telemedicine service
  • 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.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ 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?