Ville : Montreal

Catégorie : Permanent Full-Time

Industrie : Wealth management

Employeur : National Bank

As a Senior Director, ETF Specialist, you will be at the forefront of shaping the ETF growth strategy—driving sales momentum, expanding market share, and accelerating asset growth in a fast-evolving investment landscape. This role offers a unique opportunity to influence outcomes by combining deep product expertise with strong relationship-building and a passion for delivering value to clients.

Through your deep expertise in ETF and your ability to clearly articulate investment concepts, you will serve as an ambassador for the organization, supporting advisors in their decision-making and contributing to the visibility and recognition of our expertise across the industry.

As a trusted partner across sales, marketing, and product teams, you will champion innovative ETF strategies that anticipate market trends and respond to the changing needs of investors.

Your Role:

• Drive ETF sales by partnering with regional sales teams to develop and execute ETF sales strategies.
• Collaborate with wholesalers to analyze and segment their client base, enabling the identification of targeted ETF opportunities within each region.
• Act as a trusted expert to financial advisors, helping them integrate ETF strategies into diversified portfolios.
• Deliver client presentations, webinars, and training sessions to promote understanding of ETF solutions.
• Collaborate with product, sales, portfolio management, and marketing teams to develop sales tools and market positioning materials.
• Represent the firm at industry events and advisor conferences as a subject-matter expert.

At NBI we’re dedicated to delivering innovative investment solutions that help advisors and investors achieve long-term success.
As part of our continued growth, we are expanding our ETF expertise to support our sales teams and better serve our clients.
We are seeking a passionate and dynamic Director, ETF Specialist, to join our team and actively contribute to the achievement of our growth ambitions.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, Harvard Learning Center, and coaching and mentoring support are available at all times.

Prerequisites:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 10 years of experience in investment sales or in a product specialist role.
• Strong knowledge of traditional and alternative ETFs.
• Exceptional presentation and relationship-building skills.
• Proven ability to influence, educate, and inspire advisors.
• Bilingual (English and French).
• Professional designations such as CFA or CIM are considered strong assets.