Senior Analyst in Wealth Management

4 weeks ago

Montréal, Canada National Bank Full time

National Bank Financial - Wealth Management is the fifth-largest securities brokerage firm in Canada. It has nearly 1,000 investment advisors across more than 100 branches, managing the assets of over 400,000 clients. If you have an analytical mindset and a passion for finance, join us at the Khalil Advisory Group as a Senior Wealth Management Analyst.
Your Role
Evaluate and identify clients' financial planning needs and propose tailored solutions
Prepare all types of financial plans (partial and full) as well as retirement projections, and provide personalized follow-up with clients
Develop an action plan with clients based on their situation and oversee its implementation in collaboration with the clients' external professionals
Establish a trusting relationship with clients to ensure their loyalty and generate the inflow of new assets
Identify and raise business opportunities, particularly in the area of financial security
Actively participate in business development activities for investment advisors by presenting the wealth management service offering to existing clients (insurance, estate planning, banking services, etc.), and providing information on wealth management products
Respond to inquiries from investment advisors and other team members regarding financial planning and offer training and coaching to help them better advise their clients
Collaborate closely with other experts within the Group, including estate planners, CPAs, tax specialists, and financial planners
Identify and develop business opportunities by redirecting clients to our internal partners (individual, commercial, insurance networks, etc.)
Maintain internal and external visibility to build and develop strong business relationships
Contribute to the improvement of financial planning tools and the evolution of work processes
Your Team
As a Senior Wealth Management Analyst, you will work closely with investment advisors and other professionals at the Khalil Advisory Group (notaries, CPAs, tax specialists, and financial planners) and will be based at our Quebec branch.
Requirements
Bachelor’s degree and four years of relevant experience OR Master’s degree and two years of relevant experience
Hold the financial planning certification/accreditation from the IPF (Pl. Fin.)
Strong knowledge of investments and wealth management (personal taxation, estate planning, retirement plans, etc.)
Ability to communicate complex financial planning concepts in a clear, comprehensive, and practical manner
Ability to quickly build interest and trust
Experience in customer service/advisory and excellent interpersonal skills
Ability to adapt to change
Listening skills necessary to understand clients' sensitive issues

Your 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 These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're 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 What can you bring to our team? Come live your ambitions with us

  • Senior Analyst in Wealth Management

    4 weeks ago

    Montréal, QC, Canada National Bank Full time

    National Bank Financial - Wealth Management is the fifth-largest securities brokerage firm in Canada. It has nearly 1,000 investment advisors across more than 100 branches, managing the assets of over 400,000 clients. If you have an analytical mindset and a passion for finance, join us at the Khalil Advisory Group as a Senior Wealth Management Analyst. ...

  • Wealth Associate

    6 days ago

    Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Wealth Investment Analyst

    2 weeks ago

    Montréal, Canada Mercer Full time

    At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...

  • Senior Analyst, Investment Management

    4 weeks ago

    Montréal, QC, Canada National Bank Full time

    National Bank Financial - Wealth Management is the fifth-largest securities brokerage firm in Canada. It has nearly 1,000 investment advisors across more than 100 branches, managing the assets of over 400,000 clients. If you have an analytical mindset and a passion for finance, join us at the Khalil Advisory Group as a Senior Wealth Management...

  • Chief Analyst, IT Wealth Management Sector

    3 weeks ago

    Montréal, Canada National Bank Full time

    A career as a Senior Analyst in the IT Delivery - Wealth Management team at National Bank means acting as the person responsible for the analysis, evolution, and support of multiple office applications based on business needs and technological challenges.Your Job Collect, analyze, and document information to validate and prioritize business needs from...

  • Chief Analyst, IT Wealth Management Sector

    6 days ago

    Montréal, Canada National Bank Full time

    A career as a Senior Analyst in the IT Delivery - Wealth Management team at National Bank means acting as the person responsible for the analysis, evolution, and support of multiple office applications based on business needs and technological challenges.Your Job Collect, analyze, and document information to validate and prioritize business needs from...

  • Chief Analyst, IT Wealth Management Sector

    3 weeks ago

    Montréal, QC, Canada National Bank Full time

    A career as a Senior Analyst in the IT Delivery - Wealth Management team at National Bank means acting as the person responsible for the analysis, evolution, and support of multiple office applications based on business needs and technological challenges. Your Job Collect, analyze, and document information to validate and prioritize business needs from...

  • Wealth Management IT AI and IBOR, Senior Manager

    3 weeks ago

    Montréal, Canada National Bank Full time

    We are seeking a highly skilled and visionary IT Senior Manager to lead our Wealth Data and AI Strategy and drive the delivery of critical business intelligence and reporting solutions. This role encompasses the management & modernization of the Wealth BI & Reporting Team & ecosystems, oversight of Investment Book of Record (IBOR) operations (including...

  • Chief Analyst, IT Wealth Management Sector

    4 weeks ago

    Montréal, Canada National Bank Full time

    A career as aSenior Analyst in the IT Delivery - Wealth Managementteam at National Bank means acting as the person responsible for the analysis, evolution, and support of multiple office applications based on business needs and technological challenges.Your JobCollect, analyze, and document information to validate and prioritize business needs from clients...

  • Manager, Financial Services

    4 weeks ago

    Montréal, Canada KPMG-Canada Full time

    **Overview** When you join KPMG you'll be one of over 207,000 professionals providing audit, tax, advisory and business enablement services across 153 countries. With the support to do things differently, grow personally and professionally and bring your whole self to work, there's no limit to the impact you can make. Let's do this. **What you will...

  • Wealth Management IT AI and IBOR, Senior Manager

    4 weeks ago

    Montréal, QC, Canada National Bank Full time

    We are seeking a highly skilled and visionaryIT Senior Managerto lead our Wealth Data and AI Strategy and drive the delivery of critical business intelligence and reporting solutions. This role encompasses the management & modernization of the Wealth BI & Reporting Team & ecosystems, oversight of Investment Book of Record (IBOR) operations (including...

  • Chief Analyst, IT Wealth Management Sector

    4 weeks ago

    Montréal, QC, Canada National Bank Full time

    A career as aSenior Analyst in the IT Delivery - Wealth Managementteam at National Bank means acting as the person responsible for the analysis, evolution, and support of multiple office applications based on business needs and technological challenges. Your JobCollect, analyze, and document information to validate and prioritize business needs from...

  • Product Manager, Wealth

    2 days ago

    Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Wealth Management and Life and Health Insurance Data Analyst

    3 weeks ago

    Montréal, Canada Desjardins Full time

    As a wealth management and life and health insurance data analyst at Wealth Management and Life and Health Insurance (WMLHI), you collect and valorize data that comes through different channels. You support Desjardins’s specialized networks by extracting, describing, analyzing and interpreting the data needed to make informed business decisions. You use...

  • Communications Advisor

    2 weeks ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Communications Advisor means contributing to the business objectives and priorities of National Bank's Wealth Management division. Your communication and project management skills will have a positive impact on both the employee and client experience. You will evolve in a dynamic and collaborative environment. **Your...

  • Marketing Account Manager

    1 week ago

    Montréal, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Montréal, QC **Department**: Marketing **Reporting To**: Manager, Advisor Marketing **Job Id**: MKT - 036 **Job Level**: L4 **Seniority Level**: Associate **Position Overview**: Based in the Montreal office, and supporting advisor teams in French and English, both locally, and throughout...

  • Senior Investment Analyst

    3 weeks ago

    Montréal, Canada National Bank Full time

    A career as Senior Investment Analyst in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for our current and prospective ultra high net worth clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing prompt responses to Wealth Advisor inquiries based on client...

  • Senior Investment Analyst

    4 weeks ago

    Montréal, QC, Canada National Bank Full time

    A career as Senior Investment Analyst in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for our current and prospective ultra high net worth clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing prompt responses to Wealth Advisor inquiries based on client...

  • Senior Investment Analyst

    3 weeks ago

    Montréal, QC, Canada National Bank Full time

    A career as Senior Investment Analyst in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for our current and prospective ultra high net worth clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing prompt responses to Wealth Advisor inquiries based on client...

  • Lead Auditor Wealth Management

    3 days ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: With a career in internal audit at National Bank, you will be of great value to your business partners’ risk management and therefore positively impact our clients and employees. As lead auditor for the wealth management team, you...