Job Title

*** This position can be offered on a full-time basis or part-time (30 hours per week, equivalent to 4 days). *** National Bank Financial Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in more than 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, more precisely within the team, Alain D'Anjout Lessard Financial Group. Responsibilities - 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 followups 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 followup calls - Provide quotes, take orders (unsolicited trades), process the buying and selling of securities (block shares), and adjust trades (cancels and corrects) Team As a Senior Wealth Management Analyst, you will work closely with investment advisors. 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 - Experience in customer service/advice - Ability to adapt to change - Excellent interpersonal and communication skills Languages Languages: French Skills Artificial Intelligence, Diversity & Inclusion, Teamwork, Cybersecurity, Empathy, Initiative, Learning, Agility, Resiliency Benefits - In addition to competitive compensation, upon hiring youll 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 - Employee Share Ownership Plan - Employee and Family Assistance Program - Preferential banking services - Opportunities to get involved in community initiatives - Virtual sleep clinic - Other benefits may be added upon request We are committed to a barrierfree workplace accessible to all employees. #J-18808-Ljbffr