Description
A career as an Senior wealth management analyst at National Bank, you’ll contribute to the client experience by supporting your colleagues and partners with products, systems and processes. Your passion for data and involvement in the various processes will allow you to contribute your expertise to developing and executing the strategy for all business sectors.
Your job:
- Work closely with other team members and support them in preparing their files and, more generally, in providing their services to customers.
- Analyze and interpret data to accurately carry out various requests.
- Share your expertise with stakeholders.
- Assess and identify clients' financial planning needs and propose suitable solutions
- Write retirement projections and provide personalized follow-ups with clients
- Compile, produce, and analyze a variety of reports and statistics.
- Ensure adherence to compliance and risk management rules
Your team:
On your team, you will collaborate daily with the different Bank sectors and more experienced professionals to offer day-to-day operations support. You can count on your colleagues to share their knowledge and help you. You’ll have the opportunity to develop your skills through training, hands-on learning, and discussions with experts in your team.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
- Diploma in financial planning
- Have completed Canadian Securities Course (CSC)
- CFA certification an asset
- Excellent ability to analyze and summarize information
- Ability to prioritize and manage several projects simultaneously
- Ability to offer clients quick, efficient service
