Strategic Financial Consultant
2 days ago
At Banque Nationale du Canada, we're committed to empowering our clients to achieve their financial goals. As a Senior Analyst Asset Management, you'll play a key role in developing innovative financial strategies that drive real impact.
Key Responsibilities
- Collaborate closely with team members to deliver exceptional client service and support the preparation of client files.
- Assess client needs and propose tailored solutions for financial planning.
- Prepare personalized retirement projections and provide follow-up support to clients.
- Develop action plans with clients and oversee implementation in collaboration with external professionals.
- Foster trust-based relationships with clients to ensure loyalty and drive new asset inflows.
Requirements
- Hold a university degree in finance, wealth management, economics, or a related field.
- Minimum 5 years of experience in wealth management, financial analysis, or a similar role.
- CFA designation is an asset.
- Proficient with financial tools and investment management platforms.
- Strong knowledge of financial products, investment strategies, and tax-related matters.
- Effective communication and advanced analytical skills.
Benefits
- Competitive compensation package including a base salary of $80,000 - $110,000 per year.
- A comprehensive benefits program, including health and wellness initiatives.
- Employee Share Ownership Plan (ESOP).
- Preferential banking services.
- Opportunities to participate in community initiatives.
About Us
We're a bank on a human scale that values courage, entrepreneurial spirit, and people-first approach. Our inclusive environment celebrates diversity and fosters growth opportunities for all employees.
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