Senior Analyst in Wealth Management

2 months ago

Quebec City Quebec, Québec, Canada National Bank Full time

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. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst.

Your job

  • 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 in order to ensure their loyalty and generate the entry of new assets
  • Identify and raise business opportunities, particularly in terms of financial security
  • Actively participate in activities related to the business development of investment advisors by introducing the wealth management service offering to existing clients (insurance, estate, banking, etc.), forwarding information on wealth management products and conducting follow-up calls
  • Provide quotes, take orders (unsolicited trades), process the buying and selling of securities (block shares), and adjust trades (cancels and corrects).
  • Provide administrative support to PMAs to provide superior and distinctive customer service in person, by phone or by email Execute and track client instructions and requests (securities transactions, deposits, withdrawals, transfers, currency conversions)

Your team

As a Senior Wealth Management Analyst, you will work closely with investment advisors, more specifically within the Thiverge-Lafalmme Financial Group.

Prerequisite

  • 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
  • Knowledge of the field of wealth management
  • Experience in customer service/advice
  • Ability to adapt to change
  • Excellent interpersonal and communication skills
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

  • Junior Wealth Management Advisor

    5 months ago

    Montreal, Quebec, Québec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).Job Description:Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...

  • Senior IT Business Analyst

    4 weeks ago

    Montréal, Quebec, Québec, Canada Fed IT Full time

    Are you looking for a new professional challenge? ERP business analysis no longer holds any secrets for you? Do you want to join a company that combines high standards, performance and kindness? So take 5 minutes to read this ad, your future may be at the bottom of this offer! First of all, let me introduce myself, I am Earvin from the Fed IT recruitment...

  • Senior Business System Analyst

    2 months ago

    Montreal, Quebec, Québec, Canada SIA Innovations Inc. Full time

    Analyste des Systemes d’affaires senior – ApplicationsAn English version will followÉlevez les affaires chez SIA InnovationsAlors que les organisations cherchent à automatiser intelligemment, à exploiter les données et l'IA, et à tirer parti du cloud hybride, l'intégration et la modernisation des applications continuent de gagner en...

  • Senior Business Analyst

    4 weeks ago

    Montreal, Quebec, Québec, Canada Orion Innovation Full time

    Job Title: Business Analyst – Legacy Systems and RF OperationsLocation: Verdun, QuebecType: HybridJob Description:A client of ours is seeking a seasoned Business Analyst with extensive experience in legacy systems and Radio Frequency (RF) operations. The successful candidate will play a pivotal role in bridging the gap between our software development...

  • Business Analyst

    3 weeks ago

    Montreal, Quebec, Québec, Canada Infotree Global Solutions Full time

    ResponsibilitiesThe Business Analyst will report to the Canada Chief Data Officer. The role will be supporting data protection activities. This will involve reporting functionally to the Data Privacy & Protection Manager. The Business analyst will drive and contribute to the team implementation of the data office framework ensuring its execution and...

  • Associate

    2 weeks ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Associate

    1 month ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Associate

    2 months ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more specifically within the...

  • Data Protection Analyst

    4 weeks ago

    Montreal, Quebec, Québec, Canada TalentBurst, an Inc 5000 company Full time

    Job Title:-Data Protection Analyst Location:- Montreal QC(Hybrid) Duration:- 12+ Months Contract (With Possibility of extension) The Business Analyst will report to the Canada Chief Data Officer. The role will be supporting data protection activities. This will involve reporting functionally to the Data Privacy & Protection Manager. The Business analyst...

  • Business Analyst

    4 weeks ago

    Montreal, Quebec, Québec, Canada eTeam Full time

    Title: Business Analyst - Data GovernanceLocation: Montreal, QC (Hybrid)Duration: 12 monthsPay rate: $80/hr without any benefitsResponsibilitiesThe Business Analyst will report to the Canada Chief Data Officer. The role will be supporting data protection activities. This will involve reporting functionally to the Data Privacy & Protection Manager.The...

  • Senior Business Analyst

    4 weeks ago

    Montreal, Quebec, Québec, Canada SageBeans RPO Full time

    Job Title: Analyste d'affaires - Sr / Business Analyst - Sr-Localisation: Montreal, QCTélétravail: 2-3 jours semaine au bureauDurée du mandat: 12 moisBilinguisme: Francais and EnglishPossibilité de permanence chez le client après le mandat: OuiAnalyste d'affaires:· Être Analyste d’affaires, c’est agir en tant qu’agent de liaison entre...

  • Senior Operation Agent

    1 month ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. Your job: Warmly welcome clients to the branch and direct them to the...

  • Analyste senior

    3 months ago

    Montréal, Quebec, Québec, Canada Banque Nationale Full time

    Une carrière en tant qu’analyste senior dans l’équipe de Divulgation et performance financière - Comptabilité Marchés Financiers, à la Banque Nationale c’est agir à titre de spécialiste en comptabilité pour la divulgation des résultats et du bilan pour des secteurs en pleine croissance. Cet emploi te permet d’avoir un impact positif sur...

  • Analyste fonctionnel

    4 weeks ago

    Montreal, Quebec, Québec, Canada Vaco Full time

    Description: Télétravail: Hybride 40% (2 jours par semaine) - préférable Bilinguisme: Français: obligatoire. Anglais: atoutMissions de poste : -Comprendre les enjeux d'affaires, identifier et analyser les besoins des clients et partenaires d'affaires, documenter les requêtes et préparer des recommandations permettant de concevoir ou...

  • Senior IT Business Analyst

    1 month ago

    Montréal, Quebec, Québec, Canada Fed IT Full time

    Are you looking for a new professional challenge? ERP business analysis no longer holds any secrets for you? Do you want to join a company that combines high standards, performance and kindness? So take 5 minutes to read this ad, your future may be at the bottom of this offer! First of all, let me introduce myself, I am Earvin from the Fed IT recruitment...

  • Business analyst

    4 weeks ago

    Montreal, Quebec, Québec, Canada HireTalent - Diversity Staffing & Recruiting Firm Full time

    ResponsibilitiesThe Business Analyst will report to the Canada Chief Data Officer. The role will be supporting data protection activities. This will involve reporting functionally to the Data Privacy & Protection Manager. The Business analyst will drive and contribute to the team implementation of the data office framework ensuring its execution and...

  • Technical Business Analyst

    4 weeks ago

    Montreal, Quebec, Québec, Canada LanceSoft, Inc. Full time

    Location: Montreal (day 1 onboarding onsite - hybrid work model with onsite presence required 3x/week in office)Senior Technical Business AnalystPosition Description:This role is part of the Financial Advisor Monitoring and Registration Department, within NFRT. This team supports the Risk and Compliance divisions with tools and applications to assist them...

  • Senior Financial Analyst

    4 weeks ago

    Montreal, Quebec, Québec, Canada Lamour Full time

    ABOUT USFamily-owned and operated since 1953, Lamour Inc. has earned its reputation as the “Best in Class” choice for socks, performance wear, hosiery and intimates. In fact, we are among the top 5 global players in base layer active wear, the #1 global seamless manufacturer, & one of Canada’s leading sock manufacturers. As a one-stop shop, we work...

  • Entry Level Healthcare Application Analyst

    2 months ago

    Montreal, Quebec, Québec, Canada Optimum Healthcare IT Full time

    Entry Level Healthcare IT AnalystStart Your Career in Healthcare Information Technology Today!Getting your first job can be difficult when employers want experience, but to gain that experience, you need your first job. We bridge the gap between your education and professional career by helping you gain the experience and training you need within the...

  • Analyste de donnees

    3 weeks ago

    Montreal, Quebec, Québec, Canada Vaco Full time

    Nous recherchons un analyste TI Senior pour rejoindre notre client. Ce rôle clé vous permettra de contribuer à des initiatives d'envergure visant à renforcer nos processus, à améliorer la qualité des données, et à développer des solutions innovantes dans un cadre Agile.En tant qu'analyste TI Senior, vous serez amené à :Piloter des projets...