Senior Financial Analyst in Wealth Management

5 days ago

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

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

Key Responsibilities
  • Financial Planning: Assess and identify clients' financial planning needs and propose tailored solutions to meet their goals.
  • Financial Analysis: Conduct in-depth financial analysis to identify areas of improvement and provide recommendations to clients.
  • Investment Advice: Provide expert investment advice to clients, including portfolio management and asset allocation.
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Business Development: Identify and pursue new business opportunities, including cross-selling and upselling existing clients.
  • Team Collaboration: Work closely with Wealth Management Advisors to provide comprehensive financial solutions to clients.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, accounting, or economics.
  • Experience: Minimum 4 years of experience in a related field, with a strong background in financial planning and analysis.
  • Certifications: Holding the IQPF Financial Planning Title/Accreditation is an asset.
  • Skills: Excellent analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure.
  • Benefits: A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • Professional Development: Opportunities for professional growth and development, including training and mentorship programs.

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