Senior Wealth Management Analyst — Planning
7 days ago
A leading financial institution is seeking a Senior Analyst in Wealth Management to assess clients' financial planning needs and propose tailored solutions. The ideal candidate will possess a Bachelor's degree with relevant experience or a Master's. Strong financial planning knowledge and excellent interpersonal skills are required. The role involves developing action plans for clients, building relationships, and supporting investment advisors. Competitive compensation and flexible benefits are offered to promote wellbeing.
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Senior Analyst in Wealth Management
7 days ago
Saint-Georges, Canada National Bank of Canada Full timeSenior Analyst in Wealth Management National Bank of Canada 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...
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Senior Analyst in Wealth Management
3 weeks ago
Saint-Georges, Canada National Bank of Canada Full timeSenior Analyst in Wealth Management National Bank of Canada 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...
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Senior Wealth Management Analyst — Planning
3 weeks ago
Saint-Georges, Canada National Bank of Canada Full timeA leading financial institution is seeking a Senior Analyst in Wealth Management to assess clients' financial planning needs and propose tailored solutions. The ideal candidate will possess a Bachelor's degree with relevant experience or a Master's. Strong financial planning knowledge and excellent interpersonal skills are required. The role involves...
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Senior Analyst in Wealth Management
3 days ago
Saint-Georges, Canada National Bank Full timeAttendance On-Site Job number 29944 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Dec-2025 Area(s) of interest: Location(s): *** This position can be offered on a full-time basis or part-time (30 hours per week, equivalent to 4 days). ***National Bank...
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Wealth Associate
2 weeks ago
Saint Andrews, Canada Impact Wealth Full timeIf you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...
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Wealth Management Associate
4 days ago
Saint-Georges, Canada National Bank of Canada Full time**Primary Locations**:Saint-Georges, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management...
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Wealth Associate
4 days ago
Saint-Georges, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank Financial is a job where you can showcase 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 precisely within the team Groupe financier...
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Wealth Associate
2 days ago
Saint-Georges, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your role**: - Support investment advisors in...
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Wealth Associate
2 weeks ago
Saint-Georges, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...
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Wealth Management Advisor
1 week ago
Saint-Georges, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...