Wealth Management Professional

1 month ago

LacMégantic, Quebec, Canada National Bank Full time

National Bank Financial is a leading investment dealer in Canada, with a network of over 100 branches and a team of 1,000 Wealth Management Advisors. As a Senior Wealth Management Analyst, you will play a key role in helping clients manage their assets and achieve their financial goals.

Your Key Responsibilities

  • Assess client financial planning needs and develop tailored solutions
  • Write comprehensive financial plans, including partial and complete plans
  • Conduct retirement projections and provide personalized follow-ups with clients
  • Collaborate with clients to develop and implement action plans tailored to their situation
  • Build strong relationships with clients to ensure their loyalty and generate new business opportunities
  • Identify and pursue business opportunities in financial security
  • Contribute to the business development of Wealth Management Advisors by introducing wealth management services and products to existing clients
  • Provide quotes, process trades, and adjust transactions as needed

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 or Accreditation
  • Strong knowledge of the investment and wealth management industry
  • Excellent communication and interpersonal skills

Your Benefits

  • Competitive compensation package
  • Flexible benefits program, including health and wellness options
  • Generous pension plan and Employee Share Ownership Plan
  • Employee and Family Assistance Program and preferential banking services
  • Opportunities to participate in community initiatives

About National Bank Financial

National Bank Financial is a bank on a human scale that values courage, entrepreneurship, and a passion for people. Our mission is to have a positive impact on people's lives, and our core values of partnership, agility, and empowerment inspire us to be a leader in the financial industry.

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