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Senior Wealth Management Analyst

2 months ago

LacMégantic, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and experienced Senior Wealth Management Analyst to join our team at National Bank. As a key member of our Wealth Management department, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Assess and identify clients' financial planning needs and propose tailored solutions to meet their objectives.
  • Develop and implement comprehensive financial plans, including retirement projections and personalized follow-ups with clients.
  • Work closely with clients to develop an action plan tailored to their situation and lead its implementation in consultation with clients' external professionals.
  • Establish and maintain strong relationships with clients to ensure their loyalty and generate new business opportunities.
  • Identify and pursue business opportunities, particularly in the area of financial security.
  • Participate in activities related to business development, including introducing wealth management services to existing clients and forwarding information on wealth management products.
  • Provide quotes, take orders, process buying and selling of securities, and adjust trades as needed.
Requirements
  • Bachelor's degree and four years of relevant experience, or Master's degree and one year of relevant experience.
  • Holding the IQPF Financial Planning Title/Accreditation.
  • Good knowledge of the investment and wealth management industry.
  • Knowledge of the field of wealth management.
  • Experience in customer service and advice.
  • Ability to adapt to change.
  • Excellent interpersonal and communication skills.
What We Offer
  • Competitive compensation package.
  • Flexible benefits to promote your wellbeing and that of your family.
  • Opportunities for professional growth and development.
  • A dynamic and inclusive work environment.