Senior Wealth Management Analyst

4 weeks ago

LacMégantic, Canada National Bank Full time

National Bank Financial - Wealth Management is a leading investment dealer in Canada, with a strong presence in over 100 branches. As a Senior Wealth Management Analyst, you will be part of a team that helps over 400,000 clients manage their assets.

Your key responsibilities will include:

  • Assessing and identifying clients' financial planning needs and proposing tailored solutions
  • Developing and implementing financial plans, including retirement projections and personalized follow-ups with clients
  • Establishing relationships of trust with clients to ensure their loyalty and generate new business opportunities
  • Actively participating in business development activities, including introducing wealth management services to existing clients and forwarding information on wealth management products
  • Providing quotes, taking orders, and processing the buying and selling of securities

You will work closely with Wealth Management Advisors to achieve these goals.

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
  • Excellent interpersonal and communication skills

We offer a competitive compensation package, including a wide range of flexible benefits to promote your wellbeing and that of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

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