Senior Analyst in Wealth Management
2 weeks ago
Senior Analyst in Wealth Management 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, more precisely within the team, Alain D'Anjout Lessard Financial Group. Your job 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 Additional required languages: French 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 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 #J-18808-Ljbffr
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Senior Analyst in Wealth Management
4 days ago
Saint-Georges, Canada National Bank of Canada Full timeSenior Analyst in Wealth Management 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...
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Senior Analyst in Wealth Management
9 hours ago
Saint-Georges, Canada National Bank Full timeAttendance On-Site Job number 29944 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Dec-2025 Area(s) of interest: Location(s): *** This position can be offered on a full-time basis or part-time (30 hours per week, equivalent to 4 days). ***National Bank...
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Senior Wealth Management Analyst — Planning
2 weeks ago
Saint-Georges, Canada National Bank of Canada Full timeA leading financial institution is seeking a Senior Analyst in Wealth Management to assess clients' financial planning needs and propose tailored solutions. The ideal candidate will possess a Bachelor's degree with relevant experience or a Master's. Strong financial planning knowledge and excellent interpersonal skills are required. The role involves...
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Senior Wealth Management Analyst — Planning
4 days ago
Saint-Georges, Canada National Bank of Canada Full timeA leading financial institution is seeking a Senior Analyst in Wealth Management to assess clients' financial planning needs and propose tailored solutions. The ideal candidate will possess a Bachelor's degree with relevant experience or a Master's. Strong financial planning knowledge and excellent interpersonal skills are required. The role involves...
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Wealth Associate
1 week ago
Saint Andrews, Canada Impact Wealth Full timeIf you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...
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Wealth Management Associate
1 day ago
Saint-Georges, Canada National Bank of Canada Full time**Primary Locations**:Saint-Georges, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management...
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Wealth Associate
1 day ago
Saint-Georges, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank Financial 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 more precisely within the team Groupe financier...
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Wealth Associate
2 weeks ago
Saint-Georges, Canada National Bank of Canada 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 investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...
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Wealth Management Advisor
1 week ago
Saint-Georges, 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...
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Analyste senior
4 days ago
Saint-Georges, Canada Banque Nationale du Canada Full timeUne banque canadienne recherche un Analyste senior en gestion de patrimoine pour évaluer les besoins financiers des clients et proposer des solutions adaptées. Le candidat idéal devra posséder un baccalauréat ou maîtrise en finance, ainsi qu'une accréditation en planification financière. Offrant un éventail d'avantages, y compris un régime de...
