Senior Analyst in Wealth Management

A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial planning, experience in client relationship management, and ability to coordinate multidisciplinary teams.

Your role: 

• Assess and identify clients’ financial planning needs and propose tailored solutions
• Prepare all types of financial plans (partial and comprehensive)
• Draft retirement projections and provide personalized follow-ups with clients
• Work with clients to develop an action plan suited to their situation and oversee its implementation in collaboration with their external professionals
• Build a trusting relationship with clients to ensure loyalty and generate new asset inflows
• Identify and highlight business opportunities, particularly in financial security
• Actively participate in activities related to business development for investment advisors by presenting the wealth management service offering to existing clients (insurance, estate planning, banking services, etc.), sharing information on wealth management products, and conducting follow-up calls

Your team: 

National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. We bring together a community of specialists who work in an agile, proactive, and collaborative way to seize opportunities, stay at the forefront of industry practices, and continuously improve processes

Prerequisites:

• Bachelor’s degree and four years of relevant experience OR Master’s degree and one year of relevant experience in the industry
• Good knowledge of investments and wealth management (an asset)
• Hold the IQPF financial planning designation/accreditation
• Experience in client service/advisory roles
• Excellent interpersonal and communication skills
• Comfortable with technology tools

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 * Opportunities to get involved in community initiatives * 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!