Senior Analyst Wealth Management
3 days ago
Overview Senior Analyst Wealth Management role at National Bank of Canada Joining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical skills, and client relationship acumen. By joining our Sainte-Foy branch , you will work closely with other team members—primarily Investment Advisors—to support them in delivering services to their clients. NBFWM is the fifth-largest securities brokerage firm in Canada. Since 1902, we have been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients’ wealth. Your Role Assess and identify clients’ financial planning needs and propose tailored solutions Draft all types of financial plans (partial and comprehensive) Prepare retirement projections and conduct personalized follow-ups with clients Develop action plans with clients based on their situation and oversee implementation in collaboration with their external professionals Build trust-based relationships with clients to ensure loyalty and attract new assets Identify and highlight business opportunities, particularly in financial security Actively participate in Investment Advisors’ business development activities by presenting the wealth management service offering to existing clients (insurance, estate planning, banking services, etc.), sharing information on wealth management products, and conducting follow-up calls Provide quotes, take orders (unsolicited transactions), handle the purchase and sale of securities (block trades), and adjust transactions (cancel and correct) Requirements Bachelor’s degree with 4 years of relevant experience OR Master’s degree with 1 year of relevant experience IQPF Financial Planner designation is an asset Knowledge of wealth management and investment products Proven experience in client advisory services Ability to adapt to change Excellent interpersonal and communication skills 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 Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Banking We’re inviting interested candidates to apply and join our team. #J-18808-Ljbffr
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Senior Analyst Wealth Management
2 weeks ago
Quebec, Canada National Bank of Canada Full timeOverviewSenior Analyst Wealth Management role at National Bank of CanadaJoining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical...
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Senior Analyst Wealth Management
1 week ago
Quebec, Canada National Bank of Canada Full timeOverviewSenior Analyst Wealth Management role at National Bank of CanadaJoining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical...
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Bilingual Private Company Advisory Analyst
2 weeks ago
Quebec, Canada IG Wealth Management Full timeBilingual Private Company Advisory AnalystJoin to apply for the Bilingual Private Company Advisory Analyst role at IG Wealth Management.Division: IG-SaleDistLocation: Toronto, Montreal or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management....
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Senior Manager, Compliance
4 weeks ago
Quebec, Canada IG Wealth Management Full timeSenior Manager, Compliance IG Wealth Management, a division of IGM Financial Inc., is seeking an experienced senior compliance professional to support our insurance business and strengthen compliance frameworks across multiple provinces. Company IG Wealth Management is a leading wealth and asset management company in Canada managing approximately...
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Senior Manager, Compliance
4 weeks ago
Quebec, Canada IG Wealth Management Full timeSenior Manager, Compliance IG Wealth Management, a division of IGM Financial Inc., is seeking an experienced senior compliance professional to support our insurance business and strengthen compliance frameworks across multiple provinces. Company IG Wealth Management is a leading wealth and asset management company in Canada managing approximately...
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Senior Manager, Compliance
4 weeks ago
Quebec, Canada IG Wealth Management Full timeSenior Manager, Compliance IG Wealth Management, a division of IGM Financial Inc., is seeking an experienced senior compliance professional to support our insurance business and strengthen compliance frameworks across multiple provinces. Company IG Wealth Management is a leading wealth and asset management company in Canada managing approximately...
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Senior Analyst Wealth Management
4 weeks ago
Quebec, Canada NBC Full timeAttendanceHybridJob number27685CategoryIntermediate ProfessionalStatus : PermanentType of ContractPermanentSchedule : Full-TimeFull Time / Part Time?Full-TimePosting date24-Jul-2025Location : Quebec, QuebecCityQuebecProvince / StateQuebecArea(s) of interest : Wealth managementJoining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth...
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Senior Analyst Wealth Management
4 weeks ago
Quebec, Canada NBC Full timeAttendance Hybrid Job number 27685 Category Intermediate Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 24-Jul-2025 Location : Quebec, Quebec City Quebec Province / State Quebec Area(s) of interest : Wealth management Joining National Bank Financial – Wealth Management (NBFWM)...
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Bilingual Private-Company Advisory Analyst
2 weeks ago
Quebec, Canada IG Wealth Management Full timeA prominent wealth management firm is seeking a Bilingual Private Company Advisory Analyst to support transaction management and financial advisory services. The candidate will develop financial models, conduct market research, and prepare client presentations. Ideal applicants should have an undergraduate degree, bilingual proficiency, and 1-3 years of...
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Hybrid Senior Wealth Management Analyst
2 weeks ago
Quebec, Canada NBC Full timeA prominent financial services firm in Quebec is seeking a Senior Wealth Management Analyst to partner with Investment Advisors in delivering outstanding services to clients. This role requires strong financial planning and analytical skills, with clear focus on building lasting client relationships. Candidates with relevant experience and a Bachelor’s or...
