Senior Wealth Management Analyst — Planning

7 days ago


SaintGeorges, Canada National Bank of Canada Full time

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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