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Senior analyst Wealth management

Apply now Job ID 16223501424 Date posted 10/13/2021

Primary Locations: Brossard, Quebec

Employee Status: Regular

Schedule: Full-time


  • Are you interested in financial planning and relationships with clients?
  • Do you want to be part of a passionate, multidisciplinary wealth management team?

National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. Since 1902, we've been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients' assets. Our network includes 850 investment advisors in close to 100 branches from Victoria to Halifax.

Join Moreau Dumont Moreau Financial Group: As a Senior Wealth Management Analyst, your role will be to work closely with our Financial Planner in providing planning and fallow-up to our clients. 

What will your day-to-day tasks be? 

  • Proactively identify clients' financial planning needs
  • Participate in all stages of financial planning (from collecting initial information to delivering the plan, to post-meeting follow-up)
  • Working with clients to develop action plans tailored to their situation and overseeing their application in conjunction with clients' external professionals
  • Establish a relationship of trust with clients in order to ensure their loyalty and generate the entry of new assets
  • Perform rigorous follow-ups with clients and partners
  • Support the realization of conferences and workshops on wealth management
  • Identify and raise business opportunities, particularly in terms of financial security

  • Bachelor's degree and 5 years of relevant experience OR master's degree and 3 years of relevant experience
  • Sound knowledge of the investment and wealth management industry, an asset
  • Good collaboration skills, curiosity to learn, excellent team player
  • French and English bilingualism, spoken and written

Your benefits 

Upon hiring, you’ll be eligible for a wide range of benefits.  In addition to competitive compensation, we offer attractive and flexible benefits for you and your family: 

  • Health and wellness program, including many benefits 

  • Flexible group insurance 

  • Defined benefit pension plan 

  • Employee Share Ownership Plan 

  • Employee and Family Assistance Program 

  • Preferential banking services 

  • Community involvement program  

  • Telemedicine  

  • Virtual sleep clinic 

These are just some of the many benefits we offer.  We’ve introduced a number of additional measures to ensure your health, safety, and well-being during the pandemic.   

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.  

People first 

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 inclusivity is central to our commitments.  We offer a barrier-free workplace that’s accessible to all employees.   

We want our recruitment process to be fully accessible.  If you require accommodation, feel free to let us know during our initial conversations. 

We welcome all candidates! What can you bring to our team? 

Are you ready to live your ambitions?   

#LI-JT1

JobField: Wealth Management

Unposting Date: 2021-10-27

Job Number: ADV001JI

Posting Date: 2021-10-13

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