Senior Analyst Financial and Estate Planning - National Bank

A career as a senior financial planning analyst on the Financial and Estate Planning team at National Bank means acting as a specialist in financial and estate planning support. In this role, you will have a meaningful impact on our wealth management business through your expertise in financial analysis, file coordination and information management.

Your role

• Analyze financial and estate planning requests submitted by Investment Advisors to ensure completeness, quality and accuracy.
• Coordinate the collection, validation and follow-up of information required to support client planning files.
• Prepare financial data, documentation and supporting materials for the financial and estate planning expert team.
• Support administrative and operational activities, including customer relationship management system activities.
• Collaborate with advisors, planners, specialists and other stakeholders to ensure a seamless planning experience.
• Contribute to continuous improvement initiatives by identifying opportunities to enhance processes, tools and team practices.

Your team

The Wealth Management sector brings together specialists who work in an agile, proactive and collaborative environment to deliver high-quality expertise and support.

As part of the Financial and Estate Planning team, you will join a national group of experts dedicated to helping clients achieve their financial goals. You will report to the Senior Director, Tax and Financial Planning Solutions. Our team stands out for its expertise, collaborative mindset and commitment to continuous improvement. We strive to offer maximum flexibility to support your work-life balance through a hybrid work environment and adaptable work arrangements.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through experience, will help you master your role and expand your areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Requirements

• Hold a degree or diploma in Finance or a related field.
• Have a minimum of three years of relevant experience in financial planning, wealth management or a related field.
• Demonstrate intermediate to advanced proficiency in Microsoft Excel.
• Hold, or be working toward, the CFP® or F.Pl. designation, considered an asset.
• Have paralegal training or related experience, considered an asset.
• Possess knowledge of wealth management practices and financial planning concepts.

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 such as:

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

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