Senior Analyst – Wealth Portrait

National Bank of Canada; Montreal; Remote; CAD 70,000 - 95,000; 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

National Bank Financial - Wealth Management in Montreal seeks a skilled professional to analyze client financial situations, validate data, and develop retirement projection assumptions. You will prepare retirement projections and life insurance needs analyses for Wealth Advisors' clients, collaborating with advisors and stakeholders to share information and mitigate risks.

You will identify business opportunities, support tools, and answer questions about planning concepts, while driving

Qualifications

• Degree in finance or a related field.
• A CFP® or FP designation, or progress toward obtaining one, is an asset.
• A minimum of three years of relevant experience.
• Intermediate to advanced proficiency in Microsoft Excel.
• Strong attention to detail, excellent organizational skills and the ability to manage competing priorities and deadlines.
• Excellent interpersonal and communication skills.
• A collaborative, client-focused approach.
• Ability to adapt to change, manage multiple tasks and work independently.
• A high degree of accuracy and sound judgment when handling confidential information.
• A positive attitude and willingness to take on challenges.
• Knowledge of wealth management practices, particularly financial mathematics, retirement planning and life insurance.

Responsibilities

• Analyze financial situations, validate data and documentation, and develop assumptions based on established concepts.
• Prepare retirement projections and life insurance needs analyses and produce reports for Wealth Advisors' clients.
• Collaborate with Wealth Advisors, their associates and other stakeholders to gather and share information related to client files, while proactively communicating issues that could have a significant financial impact to help mitigate risks.
• Identify business opportunities and share them with the appropriate partners, including Wealth Advisors, Insurance Specialists and Estate Planners.
• Support users of approved financial projection tools and answer questions about retirement planning concepts, including pension plans, taxes, discount rates, holding companies and life insurance needs.
• Participate in the team technical meetings and contribute to knowledge sharing.
• Recommend and support process improvement initiatives.
• Actively participate in system testing to reduce operational and reputational risks for NBF.
• Identify operational issues and collaborate with external stakeholders, including vendors, to resolve them.

Skills

Active listening

Communication

Teamwork

Client-focused

Learning agility

Analytical skills

Detail-oriented

Problem solving

Decision making

Education

Degree in finance

CFP or FP designation (asset)

Tools

Microsoft Excel

Job description

Location(s): Montreal (Canada-wide position)

Function code: P4S33

Schedule: Full-time

Job number: 10057209

Are you passionate about retirement projections and life insurance needs analysis? Do you enjoy collaborating with business partners in a wealth management environment? We are looking for someone recognized for strong communication skills who is comfortable working in a dynamic, constantly evolving environment.

The Wealth Portrait team provides high-quality specialized support to National Bank Financial (NBF) Wealth Advisors and their associates.

Your role

• Analyze financial situations, validate data and documentation, and develop assumptions based on established concepts.
• Prepare retirement projections and life insurance needs analyses and produce reports for Wealth Advisors' clients.
• Collaborate with Wealth Advisors, their associates and other stakeholders to gather and share information related to client files, while proactively communicating issues that could have a significant financial impact to help mitigate risks.
• Identify business opportunities and share them with the appropriate partners, including Wealth Advisors, Insurance Specialists and Estate Planners.
• Support users of approved financial projection tools and answer questions about retirement planning concepts, including pension plans, taxes, discount rates, holding companies and life insurance needs.
• Participate in the team technical meetings and contribute to knowledge sharing.
• Recommend and support process improvement initiatives.
• Actively participate in system testing to reduce operational and reputational risks for NBF.
• Identify operational issues and collaborate with external stakeholders, including vendors, to resolve them.

Your team

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.

Reporting to the Wealth Portrait team manager, you will work within a national team to prepare retirement projections and analyze life insurance needs, particularly to support the business development efforts of Wealth Advisors and their associates. You will also guide them in interpreting retirement projection results and implementing the resulting recommendations.

The position combines analytical, administrative and operational responsibilities.

Prerequisites:

• Degree in finance or a related field.
• A CFP® or FP designation, or progress toward obtaining one, is an asset.
• A minimum of three years of relevant experience.
• Intermediate to advanced proficiency in Microsoft Excel.
• Strong attention to detail, excellent organizational skills and the ability to manage competing priorities and deadlines.
• Excellent interpersonal and communication skills.
• A collaborative, client-focused approach.
• Ability to adapt to change, manage multiple tasks and work independently.
• A high degree of accuracy and sound judgment when handling confidential information.
• A positive attitude and willingness to take on challenges.
• Knowledge of wealth management practices, particularly financial mathematics, retirement planning and life insurance.

Skills

ACTIVE LISTENING; COMMUNICATION; TEAMWORK; CLIENT-FOCUSED; LEARNING AGILITY; ANALYTICAL SKILLS; DETAIL-ORIENTED; PROBLEM SOLVING; DECISION MAKING

Languages:

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

Skills

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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?

For an environment that supports your career path

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?