Senior Analyst Financial and Estate Planning

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

Banque Nationale du Canada is seeking a Senior Analyst in Financial and Estate Planning in Montreal. The role focuses on acting as a specialist in financial and estate planning support within the Wealth Management team, driving high-quality analysis, file coordination and information management to enhance client experiences.

You will collaborate with Investment Advisors, planners and other stakeholders, while contributing to continuous improvement initiatives and leveraging training resources to

Qualifications

• Hold a degree or diploma in Finance or a related field.
• Minimum of three years of relevant experience in financial planning or wealth management.
• Demonstrate intermediate to advanced proficiency in Microsoft Excel.
• CFP® or F.Pl. designation, or progress toward it, is an asset.
• Paralegal training or related experience is an asset.
• Knowledge of wealth management practices and financial planning concepts.

Responsibilities

• Analyze financial and estate planning requests from Investment Advisors for completeness and accuracy.
• Coordinate collection, validation and follow-up of information for client planning files.
• Prepare financial data, documentation and materials for the planning expert team.
• Support administrative and operational activities including CRM-related tasks.
• Collaborate with advisors, planners, specialists and stakeholders to ensure a seamless planning experience.
• Identify opportunities to improve processes, tools and team practices.

Skills

Excel

Education

Finance degree or related field

Job description

Senior Analyst Financial and Estate Planning

Hybrid

Job number

34440

Category

Intermediate Professional

Status: Permanent

Schedule: Full-Time

28-Jul-2026

Area(s) of interest: Wealth management

Location(s): Montreal

A career as a senior financial planning analyst on the Financial and Estate Planning team at National Bank means acting as a specialist in financial and estate planning support. In this role, you will have a meaningful impact on our wealth management business through your expertise in financial analysis, file coordination and information management.

Your role

• Analyze financial and estate planning requests submitted by Investment Advisors to ensure completeness, quality and accuracy.
• Coordinate the collection, validation and follow-up of information required to support client planning files.
• Prepare financial data, documentation and supporting materials for the financial and estate planning expert team.
• Support administrative and operational activities, including customer relationship management system activities.
• Collaborate with advisors, planners, specialists and other stakeholders to ensure a seamless planning experience.
• Contribute to continuous improvement initiatives by identifying opportunities to enhance processes, tools and team practices.

Your team

The Wealth Management sector brings together specialists who work in an agile, proactive and collaborative environment to deliver high-quality expertise and support.

As part of the Financial and Estate Planning team, you will join a national group of experts dedicated to helping clients achieve their financial goals. You will report to the Senior Director, Tax and Financial Planning Solutions. Our team stands out for its expertise, collaborative mindset and commitment to continuous improvement. We strive to offer maximum flexibility to support your work-life balance through a hybrid work environment and adaptable work arrangements.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through experience, will help you master your role and expand your areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Requirements

• Hold a degree or diploma in Finance or a related field.
• Have a minimum of three years of relevant experience in financial planning, wealth management or a related field.
• Demonstrate intermediate to advanced proficiency in Microsoft Excel.
• Hold, or be working toward, the CFP® or F.Pl. designation, considered an asset.
• Have paralegal training or related experience, considered an asset.
• Possess knowledge of wealth management practices and financial planning concepts.

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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