Senior Analyst in Wealth Management

Attendance On-Site Job number 29944 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 11-Dec-2025 Area(s) of interest: Location(s): *** This position can be offered on a full-time basis or part-time (30 hours per week, equivalent to 4 days). ***National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst, more precisely within the team, Alain D'Anjout Lessard Financial Group.     Your job Assess and identify clients' financial planning needs and propose tailored solutionsWrite all types of financial plans (partial and complete) Write retirement projections and make personalized follow-ups with clientsWork with clients to develop an action plan tailored to their situation and lead its implementation in consultation with clients' external professionalsEstablish a relationship of trust with customers in order to ensure their loyalty and generate the entry of new assets  Identify and raise business opportunities, particularly in terms of financial securityActively participate in activities related to the business development of investment advisors by introducing the wealth management service offering to existing clients (insurance, estate, banking, etc.), forwarding information on wealth management products and conducting follow-up callsProvide quotes, take orders (unsolicited trades), process the buying and selling of securities (block shares), and adjust trades (cancels and corrects).   Your teamAs a Senior Wealth Management Analyst, you will work closely with investment advisors.   PrerequisiteBachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experienceHolding the IQPF Financial Planning Title/AccreditationGood knowledge of the investment and wealth management industryExperience in customer service/adviceAbility to adapt to changeExcellent interpersonal and communication skills Languages: French Skills Press space or enter keys to toggle section visibility Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.    Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?    Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal