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Senior Analyst, Business Continuity Management

3 months ago

Montreal, Quebec, Canada Banque Nationale du Canada Full time

National Bank Financial – Wealth Management is one of the top investment dealers in Canada, with nearly 1,000 Investment Advisors across over 100 branches serving more than 400,000 clients.

  • Assess and identify clients' financial planning needs and propose tailored solutions
  • Write all types of financial plans (partial and complete)
  • Write retirement projections and make personalized follow-ups with clients
  • Work with clients to develop an action plan tailored to their situation and lead its implementation in consultation with clients' external professionals
  • Establish a relationship of trust with customers to ensure loyalty and attract new assets
  • Identify and capitalize on business opportunities, particularly in financial security
  • Actively participate in activities related to the business development of investment advisors
  • Provide quotes, take orders, and process the buying and selling of securities

As a Senior Wealth Management Analyst, you will collaborate closely with investment advisors.

  • Bachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experience
  • Holding the IQPF Financial Planning Title/Accreditation
  • Good knowledge of the investment and wealth management industry
  • Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork

Additionally, along with competitive compensation, you'll be eligible for a variety of flexible benefits upon joining:

  • Flexible group insurance
  • Generous pension plan
  • Preferential banking services
  • Opportunities to engage in community initiatives
  • Virtual sleep clinic

Continuous feedback and communication are encouraged through surveys and programs. National Bank Financial is known for its courage, entrepreneurial culture, and passion for people, offering on-the-job learning, co-development opportunities, professional support, and more.

We believe in fostering inclusion, celebrating and valuing each individual's unique qualities, whether they are visible or invisible.