Senior Analyst Wealth Management

Attendance

Hybrid

Job number

27685

Category

Intermediate Professional

Status : Permanent

Type of Contract

Permanent

Schedule : Full-Time

Full Time / Part Time?

Full-Time

Posting date

24-Jul-2025

Location : Quebec, Quebec

City

Quebec

Province / State

Quebec

Area(s) of interest : Wealth management

Joining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical skills, and client relationship acumen.

By joining our  Sainte-Foy branch , you will work closely with other team members—primarily Investment Advisors—to support them in delivering services to their clients.

NBFWM is the fifth-largest securities brokerage firm in Canada. Since 1902, we have been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients’ wealth.

Your Role

• Assess and identify clients’ financial planning needs and propose tailored solutions
• Draft all types of financial plans (partial and comprehensive)
• Prepare retirement projections and conduct personalized follow-ups with clients
• Develop action plans with clients based on their situation and oversee implementation in collaboration with their external professionals
• Build trust-based relationships with clients to ensure loyalty and attract new assets
• Identify and highlight business opportunities, particularly in financial security
• Actively participate in Investment Advisors’ business development activities by presenting the wealth management service offering to existing clients (insurance, estate planning, banking services, etc.), sharing information on wealth management products, and conducting follow-up calls
• Provide quotes, take orders (unsolicited transactions), handle the purchase and sale of securities (block trades), and adjust transactions (cancel and correct)

Requirements

Languages : French

Skills

Artificial Intelligence

Diversity & Inclusion

Teamwork

Cybersecurity

Empathy

Initiative

Learning Agility

Resiliency

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.

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!