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Senior Wealth Management Professional

1 month ago

LacMégantic, Quebec, Canada National Bank Full time
Job Summary

We are seeking a highly skilled Senior Wealth Management Analyst to join our team at National Bank Financial - Wealth Management. As a key member of our Wealth Management team, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions.

Key Responsibilities
  • Conduct thorough financial assessments to identify clients' needs and develop personalized plans
  • Collaborate with clients to develop and implement comprehensive financial plans
  • Provide expert advice on investment and wealth management strategies
  • Build and maintain strong relationships with clients to ensure their loyalty and satisfaction
  • Identify and pursue business opportunities to drive growth and revenue
  • Stay up-to-date with industry trends and developments to provide expert guidance to clients
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
  • Excellent knowledge of the investment and wealth management industry
  • Strong communication and interpersonal skills
  • Ability to adapt to change and work in a fast-paced environment
What We Offer
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We are committed to creating a diverse and inclusive workplace that values and respects the contributions of all employees. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.