Senior Analyst in Wealth Management
1 week ago
Join to apply for the Senior Analyst in Wealth Management role at National Bank of Canada 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 within the Dechamplain Filiatrault Normand Wealth Management Group. Responsibilities 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 to ensure loyalty and generate new assets entry 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 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 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. 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 – 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 Additional required languages: French Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking #J-18808-Ljbffr
-
Senior Analyst in Wealth Management
1 week ago
Baie-Comeau, Canada National Bank of Canada Full timeJoin to apply for the Senior Analyst in Wealth Management role at National Bank of Canada 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...
-
Senior Analyst in Wealth Management
2 weeks ago
Baie-Comeau, Canada National Bank Full timeAttendance On-Site Job number 29671 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 26-Nov-2025 Area(s) of interest: Wealth management Location(s): Baie-Comeau National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have...
-
Wealth associate
7 days ago
Baie-Comeau, Canada National Bank Full timeAttendance On-Site Job number 29547 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Nov-2025 Area(s) of interest: Wealth management Location(s): Baie-Comeau A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy...
-
Wealth Associate
1 week ago
Baie-Comeau, Canada National Bank Full timeAttendance On-Site Job number 29547 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Nov-2025 Area(s) of interest: Wealth management Location(s): Baie-Comeau A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy...
-
Wealth associate
1 week ago
Baie-Comeau, QC, Canada National Bank Full timeAttendance On-Site Job number 29547 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Nov-2025 Area(s) of interest: Wealth management Location(s): Baie-Comeau A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy...
-
Wealth Associate
3 weeks ago
Baie-Comeau Northeast, Canada National Bank Full timeA career as a 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 help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients within the Dechamplain Filiatrault Normand team.. Your job:...
-
Wealth Associate
3 weeks ago
Baie-Comeau, QC, Canada National Bank Full timeA career as a 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 help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients within the Dechamplain Filiatrault Normand team.. Your job:...
-
Baie-Comeau, Canada Banque Nationale du Canada Full timeUne institution financière renommée à Baie-Comeau recherche un Analyste senior en gestion de patrimoine. Vous serez responsable de l'évaluation des besoins des clients, de la rédaction de planifications financières et de l'établissement de relations de confiance. Le candidat idéal possède un baccalauréat et une expérience pertinente. Des avantages...
-
Baie-Comeau, Canada Banque Nationale du Canada Full timeUne institution financière renommée à Baie-Comeau recherche un Analyste senior en gestion de patrimoine. Vous serez responsable de l'évaluation des besoins des clients, de la rédaction de planifications financières et de l'établissement de relations de confiance. Le candidat idéal possède un baccalauréat et une expérience pertinente. Des avantages...
-
Wealth Management Advisor
2 weeks ago
La Baie, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...
