Senior Analyst in Wealth Management
City : Quebec, Quebec
Category : Permanent Full-Time
Industry : Wealth management
Employer : National Bank
National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst.
Your job
- Assess and identify clients' financial planning needs and propose tailored solutions
- Write all types of financial plans (partial and complete)
- Write retirement projections and make personalized follow-ups with clients
- Work with clients to develop an action plan tailored to their situation and lead its implementation in consultation with clients' external professionals
- Establish a relationship of trust with customers in order to ensure their loyalty and generate the entry of new assets
- Identify and raise business opportunities, particularly in terms of financial security
- Actively participate in activities related to the business development of investment advisors by introducing the wealth management service offering to existing clients (insurance, estate, banking, etc.), forwarding information on wealth management products and conducting follow-up calls
- Provide quotes, take orders (unsolicited trades), process the buying and selling of securities (block shares), and adjust trades (cancels and corrects).
- Provide administrative support to PMAs to provide superior and distinctive customer service in person, by phone or by email Execute and track client instructions and requests (securities transactions, deposits, withdrawals, transfers, currency conversions)
Your team
As a Senior Wealth Management Analyst, you will work closely with investment advisors, more specifically within the Thiverge-Lafalmme Financial Group.
Prerequisite
- Bachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experience
- Holding the IQPF Financial Planning Title/Accreditation
- Good knowledge of the investment and wealth management industry
- Knowledge of the field of wealth management
- Experience in customer service/advice
- Ability to adapt to change
- Excellent interpersonal and communication skills
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.
- Health and wellness program, including many options
- 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
These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting 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 peoples' 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 is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!!