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Senior Portfolio Analyst

2 months ago

Montreal, Quebec, Canada Banque Nationale Full time
About the Role

We are seeking a highly skilled Senior Portfolio Analyst to join our team at Banque Nationale. As a key member of our portfolio management team, you will be responsible for evaluating and identifying client financial planning needs and providing tailored solutions.

Key Responsibilities
  • Evaluate client financial planning needs and develop customized solutions
  • Prepare and review comprehensive financial plans for clients
  • Develop and maintain relationships with clients to ensure their financial goals are met
  • Collaborate with cross-functional teams to deliver exceptional client service
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance
Requirements
  • Bachelor's degree and 4 years of relevant experience or Master's degree and 1 year of relevant experience
  • Hold the Certified Financial Planner (CFP) designation
  • Strong knowledge of financial planning and portfolio management principles
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance