Senior Wealth Management Analyst
4 weeks ago
We are seeking a highly skilled Senior Wealth Management Analyst to join our team at National Bank. As a Senior Wealth Management Analyst, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions. You will work closely with Wealth Management Advisors to develop and implement financial plans, and establish a relationship of trust with clients to ensure their loyalty and generate new business opportunities.
Key Responsibilities
* Assess and identify clients' financial planning needs and propose tailored solutions
* Develop and implement financial plans in consultation with clients' external professionals
* Establish a relationship of trust with clients to ensure their loyalty and generate new business opportunities
* Identify and raise business opportunities, particularly in terms of financial security
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
What We Offer
* Competitive compensation and benefits package
* Opportunities for professional growth and development
* Collaborative and dynamic work environment
About Us
National Bank is a leading financial institution in Canada, committed to providing exceptional service and innovative solutions to our clients. We are proud to offer a diverse and inclusive work environment that values the contributions of all employees.
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