Analyst

A career as an analyst at National Bank Financial - Wealth Management means joining a team of 1,000 investment advisors within Canada's 5th largest securities brokerage firm. This position allows you to leverage your analytical mind and passion for finance to positively impact the clients of a team of portfolio managers. Your role is to add value to our clients by contributing to our comprehensive wealth management offering for the F Fortier Wealth Management Group team.
Your job :

• Provide direct and ongoing support to the team's administrative team.
• Provide ongoing and direct support to advisors in their daily activities.
• Support managers in preparing proposals for new clients.
• Provide excellent customer service to clients and various partners.
• Share your expertise with stakeholders. • Collaborate in the development, implementation, and improvement of new systems and work processes.
• Compile, produce, and analyze various reports and statistics.
• Ensure compliance and risk management rules are adhered to.

Your team:
You will join a team of portfolio managers, playing a key role.
We prioritize a variety of continuous learning opportunities to enhance your development, including hands-on learning, the training content available to you, and working collaboratively with colleagues with diverse expertise and backgrounds.
Prerequisites:

• Bachelor's degree in administration or a related discipline, or equivalent.
• Successful completion, or completion within 12 months, of the Securities Course and the Conduct and Practices Manual Course.
• Excellent analytical and synthesis skills
• Proficiency in Microsoft Office
• Ability to prioritize and manage multiple projects simultaneously
• Ability to provide fast and efficient customer service
• Rigor, attention to detail, and a commitment to accuracy. 

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 * 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!