Senior Analyst in Wealth Management

3 days ago

Kelowna, Canada National Bank of Canada Full time

Join to apply for the Senior Analyst in Wealth Management role at National Bank of Canada A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial planning, experience in client relationship management, and ability to coordinate multidisciplinary teams. Your Role Coordinate and prioritize client requests, ensuring all administrative needs are fully addressed. Collaborate closely with the lead advisor to implement service plans, prepare meetings, and draft tailored proposals. Maintain up-to-date knowledge of client accounts and suggest improvements to enhance service and deliver added value. Assess planning needs (retirement, tax, estate, financial security) and recommend appropriate solutions. Engage with internal experts and wealth solutions managers to identify growth opportunities, including cross-selling and referrals. Prepare or oversee comprehensive financial plans, develop retirement projections, and follow up to ensure plans remain relevant over time. Your Team 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. We bring together a community of specialists who work in an agile, proactive, and collaborative way to seize opportunities, stay at the forefront of industry practices, and continuously improve processes. Requirements Hold a bachelor’s degree in business, finance, economics, or a related field and at least 3 years of relevant experience in financial services. Demonstrated hands‑on experience in financial planning preferred (creating plans, retirement projections, follow‑up). Possess a mutual funds representative (RR) license, an asset. Master tools and methods for client information gathering, documentation of recommendations, and compliance. Show solid experience in client service and administrative operations related to wealth management. Your Benefits 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 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. Additional required languages English Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x Get notified about new Wealth Management Analyst jobs in Kelowna, British Columbia, Canada Kelowna, British Columbia, Canada 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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