Senior Analyst in Wealth Management

A career as a Senior Wealth Management Analyst within the 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 financial planning expertise, your experience in client relationship management, and your ability to coordinate multidisciplinary teams.

Your Role

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

 

Your Team
National Bank Financial - Wealth Management is the fifth largest securities brokerage firm in Canada. We have nearly 1,000 investment advisors located in more than 100 branches, helping over 400,000 clients manage their assets. We bring together a community of specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of industry practices, and continuously improve processes.

• Requirements:
• Bachelor’s degree and five years of relevant experience OR a master’s degree and one year of relevant experience in the industry
• Good knowledge of the investment and wealth management sector, an asset
• Hold the Financial Planning designation/accreditation (IQPF)
• Experience in customer service/advisory
• Excellent interpersonal and communication skills
• Comfortable with technological 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!