Senior Analyst Wealth Management
4 weeks 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
7 hours 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 Senior Client Relations – Hybrid
9 hours ago
Quebec, Canada IG Wealth Management Full timeA leading wealth management firm is seeking a Bilingual Senior Client Relations Representative to provide outstanding service to clients and consultants. The role requires excellent interpersonal skills, a strong background in customer service, and the ability to engage with clients effectively in both French and English. The position offers a competitive...
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Bilingual Senior Client Relations Representative
8 hours ago
Quebec, Canada IG Wealth Management Full timeBilingual Senior Client Relations Representative 3 days ago—Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Division: Wealth Management Operations & Contact Centers Location: Winnipeg or Montreal IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately...
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Senior Wealth Associate
9 hours ago
Quebec, Canada National Bank of Canada Full timeJoin to apply for the Senior Wealth Associate role at National Bank of Canada 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work...
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Quebec, Canada IG Wealth Management Full timeAssistant Vice President, Learning and Development Location: Montreal, Toronto, Winnipeg Division: IGM‑HR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie...
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Quebec, Canada IG Wealth Management Full timeAssistant Vice President, Learning and Development Location: Montreal, Toronto, Winnipeg Division: IGM‑HR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie...
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Manager, Learning Design
8 hours ago
Quebec, Canada IG Wealth Management Full timeManager, Learning Design (9‑month Contract)IG Wealth Management seeks a senior learning design leader to design, develop and implement strategic learning and development programs for the IGM Operations team.Position OverviewThe Manager, Learning Design will assist in leading the design, development and implementation of strategic learning and development...
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AVP, Learning
3 weeks ago
Quebec, Canada IG Wealth Management Full timeA leading Canadian wealth management firm is seeking an experienced Assistant Vice President for Learning and Development. This role requires strategic leadership to develop training programs that enhance advisor capabilities. The ideal candidate has over 10 years of experience in Learning and Development with expertise in financial services. The firm offers...
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AVP, Learning
3 weeks ago
Quebec, Canada IG Wealth Management Full timeA leading Canadian wealth management firm is seeking an experienced Assistant Vice President for Learning and Development. This role requires strategic leadership to develop training programs that enhance advisor capabilities. The ideal candidate has over 10 years of experience in Learning and Development with expertise in financial services. The firm offers...
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Financial Planning Intern
13 hours ago
Quebec and Atlantic Montréal, Quebec, Canada IG Wealth Management Full timeIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out...
