Senior Analyst Wealth Management
2 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 Workforce Planning
2 weeks ago
Quebec, Canada IG Wealth Management Full timeAbout the CompanyIGM 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 Investments. Founded in 1926, IG Wealth Management is a key part of IGM’s business...
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Senior Analyst Wealth Management
3 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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Quebec, Canada IG Wealth Management Full timeA leading wealth management firm in Canada is seeking a Senior Workforce Planning Analyst to enhance operations within its Enterprise Contact Centre. The role demands excellence in managing workforce performance, optimizing schedules, and providing insights through KPI analysis. Candidates need a Bachelor’s degree in Business or Finance, 3+ years of...
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Senior Manager, Compliance
1 week ago
Quebec, Canada IG Wealth Management Full timeLocation Montreal, Winnipeg or Toronto Division IGM-CPL About IGM Financial Inc. 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 Investments. Founded in...
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Senior Manager, Compliance
2 weeks ago
Quebec, Canada IG Wealth Management Full timeLocation Montreal, Winnipeg or Toronto Division IGM-CPL About IGM Financial Inc. 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 Investments. Founded in...
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Advisor, IG Wealth Connect
4 hours ago
Quebec, Canada IG Wealth Management Full timeDivision: Financial Services IGM 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...
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Bilingual Senior Specialist Real Estate Delivery
2 weeks ago
Quebec, Canada IG Wealth Management Full timeBilingual Senior Specialist Real Estate Delivery role at IG Wealth Management Location: Montreal, Winnipeg, Toronto 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...
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Quebec, Canada IG Wealth Management Full timeA leading wealth management firm seeks a Senior Manager, Compliance to safeguard adherence to provincial regulations and oversee the Insurance Supervision team. Responsibilities include leading compliance specialists, managing sensitive cases, and ensuring compliance programs align with evolving regulations. Candidates should have 7-10 years of related...
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Quebec, Canada IG Wealth Management Full timeA leading wealth management firm seeks a Senior Manager, Compliance to safeguard adherence to provincial regulations and oversee the Insurance Supervision team. Responsibilities include leading compliance specialists, managing sensitive cases, and ensuring compliance programs align with evolving regulations. Candidates should have 7-10 years of related...
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Advisor, IG Wealth Connect
5 hours ago
Quebec, Canada IG Wealth Management Full timeLocation: Quebec 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 Investments. Division: IG‑SaleDist Founded in 1926, IG Wealth Management is a key part of...
