Senior analyst Wealth management
Primary Location : CA-QC-Quebec City-Quebec City
Employee Status : Regular :
Schedule : Full-time :
A career as a Senior Wealth Management Analyst at National Bank Financial means working closely with Wealth Management advisors and providing them with support in the delivery of their client services. In addition, you will assess and identify clients’ financial planning needs in order to propose appropriate solutions.
Your role:
Assist investment advisors in business development activities by presenting the service offer to existing clients
Write all types of financial plans (partial and complete)
Write retirement projections and make personalized follow-ups with clients
Develop with clients 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
Identify and raise business opportunities, particularly in terms of financial security
Provide quotes, process the purchase and sale of securities (block of shares) and adjust transactions.
Join the National Bank Financial Wealth Management team, which includes 850 investment advisors in nearly 100 branches across Canada. The Brunet Gilbert Paquet team is looking for a wealth management analyst to continue its mission of protecting our clients’ wealth.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.
Required competencies :
Bachelor’s degree and four years of relevant experience OR Master’s degree and one year of relevant experience
Good knowledge of the field of investments and wealth management
Experience in customer service/advice
Hold the IQPF Financial Planning Designation/Accreditation
Ability to work in French language (writtten and spoken)
Preferred competencies :
Ability to adapt to change
Excellent interpersonal and communication skills
Your benefits:
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
Initiatives promoting community involvement
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 accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?
#LI-HH1
#LI-Hybrid
Job field : Wealth Management
Job Posting : Jan 11, 2023
Unposting Date : Jan 25, 2023
Work Postal Code: : G1R2J7
Job Number : WEA000IF
Req ID: WEA000IF
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