Senior Analyst Wealth Management

AttendanceHybridJob number27685CategoryIntermediate ProfessionalStatus : PermanentType of ContractPermanentSchedule : Full-TimeFull Time / Part Time?Full-TimePosting date24-Jul-2025Location : Quebec, QuebecCityQuebecProvince / StateQuebecArea(s) of interest : Wealth managementJoining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical skills, and client relationship acumen.By joining our Sainte-Foy branch, you will work closely with other team members—primarily Investment Advisors—to support them in delivering services to their clients.NBFWM is the fifth-largest securities brokerage firm in Canada. Since 1902, we have been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients’ wealth.Your RoleAssess and identify clients’ financial planning needs and propose tailored solutionsDraft all types of financial plans (partial and comprehensive)Prepare retirement projections and conduct personalized follow-ups with clientsDevelop action plans with clients based on their situation and oversee implementation in collaboration with their external professionalsBuild trust-based relationships with clients to ensure loyalty and attract new assetsIdentify and highlight business opportunities, particularly in financial securityActively participate in Investment Advisors’ business development activities 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 callsProvide quotes, take orders (unsolicited transactions), handle the purchase and sale of securities (block trades), and adjust transactions (cancel and correct)RequirementsBachelor’s degree with 4 years of relevant experience OR Master’s degree with 1 year of relevant experienceIQPF Financial Planner designation is an assetKnowledge of wealth management and investment productsProven experience in client advisory servicesAbility to adapt to changeExcellent interpersonal and communication skillsLanguages : FrenchSkillsArtificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility ResiliencyYour benefitsHealth and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese 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 firstWe\'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 #J-18808-Ljbffr