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Senior Financial Analyst in Wealth Management

2 months ago

LacMégantic, Quebec, Canada National Bank Full time
About National Bank Financial

As Canada's fifth-largest investment dealer, National Bank Financial is a leading player in the wealth management industry. With a strong presence in over 100 branches across the country, we have a team of almost 1,000 Wealth Management Advisors who are dedicated to helping more than 400,000 clients achieve their financial goals.

Job Summary

We are seeking a highly analytical and passionate Senior Analyst to join our Wealth Management team. As a key member of our team, you will be responsible for providing financial analysis and insights to support our Wealth Management Advisors in delivering exceptional client service.

Key Responsibilities
  • Conduct in-depth financial analysis to identify trends and opportunities for growth
  • Develop and maintain complex financial models to support business decisions
  • Collaborate with Wealth Management Advisors to provide financial insights and recommendations
  • Stay up-to-date with industry trends and developments to ensure our clients receive the best possible advice
Requirements

To be successful in this role, you will need:

  • A strong background in finance and financial analysis
  • Excellent analytical and problem-solving skills
  • Ability to communicate complex financial concepts to non-technical stakeholders
  • Strong collaboration and teamwork skills