Senior Analyst Wealth Management
Top Benefits
About the role
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
Languages:
French
Skills
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- Artificial Intelligence
- Diversity & Inclusion
- Teamwork
- Cybersecurity
- Empathy
- Initiative
- Learning Agility
- Resiliency
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Senior Analyst Wealth Management
Top Benefits
About the role
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
Languages:
French
Skills
Press space or enter keys to toggle section visibility
- Artificial Intelligence
- Diversity & Inclusion
- Teamwork
- Cybersecurity
- Empathy
- Initiative
- Learning Agility
- Resiliency
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.