Senior Analyst in Wealth Management
1 week ago
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, Dechamplain Filiatrault Normand Wealth Management Group. Assess and identify clients' financial planning needs and propose tailored solutions Write all types of financial plans (partial and complete) Write retirement projections and make personalized follow-ups with clients Work with clients to develop an action plan tailored to their situation and lead its implementation in consultation with clients' external professionals Establish 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 security Actively 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 calls Provide quotes, take orders (unsolicited trades), process the buying and selling of securities (block shares), and adjust trades (cancels and corrects). Your team As a Senior Wealth Management Analyst, you will work closely with investment advisors. Prerequisite Bachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experience Holding the IQPF Financial Planning Title/Accreditation Good knowledge of the investment and wealth management industry Experience in customer service/advice Ability to adapt to change Excellent interpersonal and communication skills Languages: French Skills Artificial Intelligence, Diversity & Inclusion, Teamwork, Cybersecurity, Empathy, Initiative, Learning Agility, Resilience 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 Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Virtual sleep clinic We are 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. For an environment that supports your career path There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders. For an inclusive and diverse environmentWe foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates. #J-18808-Ljbffr
-
Senior Analyst, Market Research
3 weeks ago
, MB, Canada IG Wealth Management Full timeSenior Analyst, Market Research & Insights Apply for the Senior Analyst, Market Research & Insights role at IG Wealth Management . Location: WinnipegDivision: IGM-Mrkting 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...
-
Senior Market Research
3 weeks ago
, MB, Canada IG Wealth Management Full timeA leading wealth management firm based in Winnipeg is seeking a Senior Analyst for Market Research & Insights. The candidate will lead strategic research, conduct data analysis, and report compelling insights. Ideal qualifications include a Bachelor's degree and at least four years of market research experience. The role offers competitive compensation,...
-
Senior Manager, Finance
2 weeks ago
, MB, Canada IG Wealth Management Full timeJob Title: Senior Manager, Finance Location: Winnipeg 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 1926, IG Wealth Management is...
-
Senior Manager, Compliance
4 weeks ago
, MB, Canada IG Wealth Management Full timeSenior Manager, Compliance Join to apply for the Senior Manager, Compliance role at IG Wealth Management Location: Montreal, Winnipeg or 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...
-
Senior Manager, Compliance
3 weeks ago
, MB, Canada IG Wealth Management Full timeIGM 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. Location: Toronto or Winnipeg Division: IGM Legal & Compliance Founded in 1926, Investors...
-
, MB, Canada IG Wealth Management Full timeA leading wealth management firm in Canada is seeking a Senior Manager, Finance, to join their Planning & Analysis team. The role requires strong analytical skills and extensive experience in financial analysis. Responsibilities include developing forecasts, consulting across business units, and delivering insights to senior management. The position offers...
-
Senior SAP Developer
3 weeks ago
, MB, Canada IG Wealth Management Full timeJoin to apply for the Senior SAP Application Developer role at IG Wealth Management Location: Winnipeg 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...
-
Senior Wealth Planning Analyst — Growth
1 week ago
, , Canada Banque Nationale du Canada Full timeA leading financial institution in Baie-Comeau seeks a Senior Wealth Management Analyst to assess clients' financial planning needs and develop tailored solutions. Candidates must have relevant experience or advanced degrees, along with the necessary financial accreditation. This role emphasizes building trust with clients and fostering business development...
-
Bilingual Senior Compliance Specialist
4 weeks ago
, MB, Canada IG Wealth Management Full timeBilingual Senior Compliance Specialist at IG Wealth Management Location: Montreal or Winnipeg. Division: IGM Legal & Compliance. Company Overview: IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets and offering financial planning and investment services to over two million Canadians....
-
Senior Manager, Financial Planning
6 days ago
, , Canada Common Wealth Retirement Full timeJoin to apply for the Senior Manager, Financial Planning role at Common Wealth Retirement . Common Wealth Retirement provided pay range This range is provided by Common Wealth Retirement. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $110,000.00/yr - $140,000.00/yr Direct message the...
