Senior Analyst in Wealth Management

6 days ago

LacMégantic, Canada National Bank Full time
Attendance On-Site Job number 22513 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Sep-2024 Location: Lac-Megantic, Quebec City Lac-Megantic Province/State Quebec Area of Interest: Wealth management

National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil Gagnon.

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 Wealth Management 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 Wealth Management Advisors.

Prerequisites

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 Knowledge of the field of wealth management Experience in customer service/advice Ability to adapt to change Excellent interpersonal and communication skills Languages: French

Skills

Press space or enter keys to toggle section visibility

Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork Your benefitsIn 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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese 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 firstWe'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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

  • Senior Wealth Management Analyst

    4 weeks ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    Job Title: Senior Wealth Management AnalystJoin National Bank's Wealth Management team as a Senior Wealth Management Analyst and contribute to the success of our clients.About the Role:As a Senior Wealth Management Analyst, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions. You will work...

  • Senior Wealth Management Analyst

    4 weeks ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Analyst to join our team at National Bank. As a Senior Wealth Management Analyst, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions. You will work closely with Wealth Management Advisors to develop and implement financial...

  • Senior Analyst in Wealth Management

    2 months ago

    Lac-Mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil Gagnon...

  • Senior Analyst in Wealth Management

    2 months ago

    Lac-Mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil...

  • Senior Analyst in Wealth Management

    2 months ago

    Lac-Mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil...

  • Senior Analyst in Wealth Management

    1 week ago

    Lac-Mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer.We have almost 1,000 Wealth Management 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 aSenior Wealth Management Analyst within theGroupe Conseil Gagnon...

  • Senior Wealth Management Analyst

    4 weeks ago

    Lac-Mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is a leading investment dealer in Canada, with a strong presence in over 100 branches. As a Senior Wealth Management Analyst, you will be part of a team that helps over 400,000 clients manage their assets.Your key responsibilities will include:Assessing and identifying clients' financial planning needs and...

  • Senior Analyst in Wealth Management

    2 months ago

    lac mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil...

  • Senior Analyst in Wealth Management

    2 months ago

    Lac-Mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil...

  • Senior Analyst in Wealth Management

    2 months ago

    lac mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil...

  • Senior Analyst in Wealth Management

    2 months ago

    Lac-Mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil...

  • Senior Wealth Management Analyst

    3 weeks ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Analyst to join our team at National Bank. As a key member of our Wealth Management department, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesAssess and identify clients' financial planning needs and propose tailored...

  • Senior Wealth Management Expert

    4 weeks ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    Job Title: Senior Wealth Management ExpertAbout Us: National Bank Financial - Wealth Management is a leading investment dealer in Canada, with a presence in over 100 branches and a team of almost 1,000 Wealth Management Advisors.Job Description: We are seeking a skilled Financial Analyst to join our team in Wealth Management. As a Senior Wealth Management...

  • Senior Wealth Management Professional

    4 weeks ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    Job Title: Senior Wealth Management AnalystNational Bank Financial - Wealth Management is a leading investment dealer in Canada, with a strong presence in over 100 branches. As a Senior Wealth Management Analyst, you will play a key role in helping our clients achieve their financial goals.Key Responsibilities:Assess and identify clients' financial planning...

  • Senior Wealth Management Professional

    3 days ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    National Bank Financial – Wealth Management offers an exciting opportunity for a Senior Analyst in Wealth Management to join our team. This role is based in Lac-Megantic, Quebec City.Job OverviewWe are seeking a skilled and experienced Financial Planning Specialist to work closely with our Wealth Management Advisors. As a Senior Analyst in Wealth...

  • Senior Analyst in Wealth Management

    2 months ago

    Lac-Mégantic, Quebec, Le Granit, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Groupe Conseil...

  • Senior Analyst in Wealth Management

    2 months ago

    lac mégantic, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Wealth Management 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 Professional

    2 days ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    National Bank Financial is a leading investment dealer in Canada, with a network of over 100 branches and a team of 1,000 Wealth Management Advisors. As a Senior Wealth Management Analyst, you will play a key role in helping clients manage their assets and achieve their financial goals.Your Key ResponsibilitiesAssess client financial planning needs and...

  • Senior Wealth Management Professional

    4 weeks ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Professional to join our team at National Bank Financial – Wealth Management. As a key member of our Wealth Management Advisors team, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions.Key Responsibilities:Assess and...

  • Senior Wealth Management Professional

    4 weeks ago

    Lac-Mégantic, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Management Professional to join our team at National Bank. As a key member of our Wealth Management department, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions.Key Responsibilities- Assess and identify clients' financial planning...