Senior Analyst in Wealth Management
2 weeks ago
Senior Analyst in Wealth Management National Bank of Canada is looking for a Senior Analyst in Wealth Management to act as a trusted expert in financial planning and client advisory. Your role Assess and identify clients’ financial planning needs and propose tailored solutions Prepare all types of financial plans (partial and comprehensive) Draft retirement projections and provide personalized follow‑ups with clients Work with clients to develop an action plan suited to their situation and oversee its implementation in collaboration with their external professionals Build a trusting relationship with clients to ensure loyalty and generate new asset inflows Identify and highlight business opportunities, particularly in financial security Actively participate in activities related to business development for investment advisors 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 Your team 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. We bring a community of specialists who work in an agile, proactive, and collaborative way to seize opportunities, stay at the forefront of industry practices, and continuously improve processes. Prerequisites Bachelor’s degree and four years of relevant experience OR Master’s degree and one year of relevant experience in the industry Good knowledge of investments and wealth management (an asset) Hold the IQPF financial planning designation/accreditation Experience in client service/advisory roles Excellent interpersonal and communication skills Comfortable with technology tools Additional required languages: French Your benefits 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 Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x #J-18808-Ljbffr
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Bilingual Wealth Analytics
2 weeks ago
Montreal (administrative region), Canada Worldsource Wealth Management Full timeA financial services firm in Montreal seeks a Bilingual Investment Services Analyst to join their Investment Solutions team. The successful candidate will leverage data and research to inform wealth management strategies while ensuring compliance with product requirements. Ideal applicants should have 3-5 years of experience in the asset management sector,...
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Senior Analyst in Wealth Management
2 weeks ago
Montreal (administrative region), Canada National Bank of Canada Full timeSenior Analyst in Wealth Management National Bank of Canada is looking for a Senior Analyst in Wealth Management to act as a trusted expert in financial planning and client advisory. Your role Assess and identify clients’ financial planning needs and propose tailored solutions Prepare all types of financial plans (partial and comprehensive) Draft...
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Junior Wealth Management Advisor
4 weeks ago
Montreal (administrative region), Canada Manulife Wealth Full timeAbout the Company At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with...
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Senior Manager, Compliance
13 hours ago
Montreal (administrative region), Canada IG Wealth Management Full timeOverview 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 through IG Wealth Management and Mackenzie Investments. Division and Location Division:...
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Junior Wealth Management Advisor
6 days ago
Montreal (administrative region), Canada Manulife Wealth Full timeAt Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies.As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized...
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Senior Manager, Insurance Compliance
4 days ago
Montreal (administrative region), Canada IG Wealth Management Full timeA leading wealth and asset management firm in Canada is seeking a Senior Manager, Compliance to ensure adherence to provincial regulations and oversee compliance frameworks. The ideal candidate will have 7–10+ years of relevant experience, demonstrated leadership abilities, and proficiency in both French and English. This role is key to supporting the...
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Junior Advisor
3 weeks ago
Montreal (administrative region), Canada Manulife Wealth Full timeJunior Advisor / Wealth Management Associate Career-Track Role – Client-Facing & Developmental About Us We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth...
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Bilingual Investment Services Analyst
2 weeks ago
Montreal (administrative region), Canada Worldsource Wealth Management Full timeOverviewThe Bilingual Investment Services Analyst will be a key contributor to the Investment Solutions team and will contribute to the growth of the Worldsource Dealers by using data, analytics and research in order to help all of the wealth management entities understand industry trends, product developments and consumer behavior to manage and create...
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Montreal (administrative region), Canada Worldsource Wealth Management Full timeA leading independent wealth management firm in Canada is seeking a Registered Portfolio Manager to design and manage multi-asset portfolios. The ideal candidate is bilingual in French and English and has over 5 years of experience in investment strategies. Responsibilities include building model portfolio solutions, monitoring performance, and collaborating...
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Portfolio Manager, Managed Programs
2 weeks ago
Montreal (administrative region), Canada Worldsource Wealth Management Full timeWe are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi‑asset portfolios that support retail advisors and their clients nationwide.The ideal candidate is bilingual in French and English, with proven expertise in investment...
