Senior Analyst in Wealth Management
National Bank
This is a Contract position in Brossard, QC posted February 14, 2025.
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:
- Holding a degree in financial planning (IQPF) or in the process of obtaining one
- Have completed Canadian Securities Course (CSC)
- Excellent ability to analyze and summarize information
- Ability to prioritize and manage several projects simultaneously
- Ability to offer clients quick, efficient service
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!
