Senior Analyst Asset Management

3 days ago


Granby, Canada Banque Nationale du Canada Full time
p>A career as a Senior Wealth Management Analyst at National Bank Financial – Wealth Management, within the McGale Duquette Durand Dufour team, means contributing to the development of innovative financial strategies that make a tangible impact on our clients' lives. This role allows you to leverage your expertise in finance and wealth management in a collaborative and stimulating environment.

Your Role

  • Collaborate closely with other team members and support them in preparing client files and delivering high-quality services.
  • Assess and identify client needs in financial planning and propose tailored solutions.
  • Prepare retirement projections and provide personalized follow-ups with clients.
  • Work with clients to develop action plans suited to their situation and oversee implementation in collaboration with their external professionals.
  • Build trust-based relationships with clients to ensure their loyalty and generate new asset inflows.


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