Senior Analyst Wealth Management

National Bank of Canada

Quebec

On-site

CAD 70,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Health and wellness program

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

Job summary

A major financial institution in Quebec is hiring a Senior Analyst Wealth Management to support Investment Advisors. The role involves assessing clients’ financial needs, drafting comprehensive financial plans, and maintaining trust-based relationships. Ideal candidates should have relevant degrees and experience in client advisory services. Competitive compensation and flexible benefits offered.

Qualifications

4 years of relevant experience or 1 year with a Master's.
Experience in client advisory services is preferred.
Knowledge of wealth management and investment products.

Responsibilities

Assess financial planning needs and propose solutions.
Draft financial plans and prepare retirement projections.
Build trust-based relationships with clients.

Skills

Financial planning

Analytical skills

Client relationship management

Interpersonal skills

Communication skills

Education

Bachelor’s degree or Master’s degree

IQPF Financial Planner designation

Job description

Overview

Senior Analyst Wealth Management role at National Bank of Canada

Joining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical skills, and client relationship acumen.

By joining our Sainte-Foy branch, you will work closely with other team members—primarily Investment Advisors—to support them in delivering services to their clients.

NBFWM is the fifth-largest securities brokerage firm in Canada. Since 1902, we have been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients’ wealth.

Your Role

Assess and identify clients’ financial planning needs and propose tailored solutions
Draft all types of financial plans (partial and comprehensive)
Prepare retirement projections and conduct personalized follow-ups with clients
Develop action plans with clients based on their situation and oversee implementation in collaboration with their external professionals
Build trust-based relationships with clients to ensure loyalty and attract new assets
Identify and highlight business opportunities, particularly in financial security
Actively participate in Investment Advisors’ business development activities 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
Provide quotes, take orders (unsolicited transactions), handle the purchase and sale of securities (block trades), and adjust transactions (cancel and correct)

Requirements

Bachelor’s degree with 4 years of relevant experience OR Master’s degree with 1 year of relevant experience
IQPF Financial Planner designation is an asset
Knowledge of wealth management and investment products
Proven experience in client advisory services
Ability to adapt to change
Excellent interpersonal and communication skills

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.