Senior Analyst in Wealth Management
2 weeks ago
5 days ago Be among the first 25 applicants Career as a Senior Analyst in Wealth Management within 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 expertise in financial planning, experience in client relationship management, and ability to coordinate multidisciplinary teams. Responsibilities Coordinate and prioritize client requests, ensuring all administrative needs are fully addressed. Collaborate closely with the lead advisor to implement service plans, prepare meetings, and draft tailored proposals. Maintain up-to-date knowledge of client accounts and suggest improvements to enhance service and deliver added value. Assess planning needs (retirement, tax, estate, financial security) and recommend appropriate solutions. Engage with internal experts and wealth solutions managers to identify growth opportunities, including cross‑selling and referrals. Prepare or oversee comprehensive financial plans, develop retirement projections, and follow up to ensure plans remain relevant over time. Team 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. We bring together a community of specialists who work in an agile, proactive, and collaborative way to seize opportunities, stay at the forefront of industry practices, and continuously improve processes. Requirements Hold a bachelor’s degree in business, finance, economics, or a related field and at least 3 years of relevant experience in financial services. Demonstrated hands‑on experience in financial planning preferred (creating plans, retirement projections, follow‑up). Possess a mutual funds representative (RR) license, an asset management license, or an equivalent. Master tools and methods for client information gathering, documentation of recommendations, and compliance. Show solid experience in client service and administrative operations related to wealth management. Additional qualifications Additional required languages: English. Benefits 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. 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 Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking #J-18808-Ljbffr
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Senior Analyst in Wealth Management
1 week ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National
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Senior Analyst in Wealth Management
2 weeks ago
Kelowna, Canada National Bank of Canada Full time5 days ago Be among the first 25 applicants Career as a Senior Analyst in Wealth Management within 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 expertise in financial planning, experience in client relationship...
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Senior Analyst in Wealth Management
2 weeks ago
Kelowna, Canada National Bank of Canada Full time5 days ago Be among the first 25 applicants Career as a Senior Analyst in Wealth Management within 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 expertise in financial planning, experience in client relationship...
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Wealth Advisor
6 days ago
Kelowna, Canada Nicola Wealth Management Ltd. Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high-calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...
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Senior analyst in wealth management
1 week ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...
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Senior analyst in wealth management
1 week ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...
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Senior Analyst in Wealth Management
1 week ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...
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Senior Analyst in Wealth Management
1 week ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...
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Senior analyst in wealth management
7 days ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...
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Senior analyst in wealth management
7 days ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...
