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Senior analyst Wealth management

Apply now Job ID 9208382416 Date posted 06/09/2021

Primary Locations: Brossard, Quebec

Employee Status: Regular

Schedule: Full-time

  • Are you interested in financial planning and wealth management?
  • Do you want to be part of a team that's committed to building client relationships?

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 François Fortier's team: As a Senior Wealth Management Analyst, your role will be to work closely with other team members and support them in providing their services to clients. 

What will your day-to-day tasks be? 

  • Identifying and reviewing clients' financial planning needs and proposing suitable solutions
  • Writing up all types of financial plans (partial and complete) 
  • Preparing retirement projections and following up with clients
  • Working with clients to develop action plans tailored to their situation and overseeing their application in conjunction with clients' external professionals
  • Building trusting relationships with clients to foster their loyalty and generating new asset inflows  
  • Identifying and acting on business opportunities, namely in financial security

  • Bachelor's degree and 5 years of relevant experience OR master's degree and 3 years of relevant experience
  • IQPF, an asset
  • Good with technological tools
  • Sound knowledge of the investment and wealth management industry
  • Rigor, curiosity, initiative and autonomy
  • French (required)and English (an asset) bilingualism, spoken and written

Interested in the position? Apply now!

Improve your chances of success with your team spirit, your good communication skills and your enthusiastic personality!

The Bank is daring and innovative and has modernized its performance assessment system to better meet our clients’ needs. The corporate values of partnership, agility, and empowerment now count as much as achieving business objectives. 

At National Bank, we stand out by investing in our employees all through their careers! The proof: We won the Achievers Award (Silver) at the Canadian HR Awards 2020 "Most Innovative Use of HR Technology" for our use of the personalized daily learning solution, Axonify!  

The compensation associated with this position is available on the My HR portal. Look up “salary scales” in the search field on the portal. While only one level is posted, the manager has the latitude to position the selected candidate at a lower level, depending on their profile.

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment, and telemedicine services. 

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management’s concrete commitment helps spread this value across all sectors of the organization. The Bank has been ranked among the top employers for diversity in Canada for several years. 

See how we do it:


JobField: Wealth Management

Unposting Date: 2021-06-23

Job Number: ADV001D1

Posting Date: 2021-06-09

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