Senior Analyst in Wealth Management

Join to apply for the Senior Analyst in Wealth Management role at National Bank of Canada

A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial planning, experience in client relationship management, and ability to coordinate multidisciplinary teams.

Your Role

• Coordinate and prioritize client requests, ensuring all administrative needs are fully addressed.
• Collaborate closely with the lead advisor to implement service plans, prepare meetings, and draft tailored proposals.
• Maintain up-to-date knowledge of client accounts and suggest improvements to enhance service and deliver added value.
• Assess planning needs (retirement, tax, estate, financial security) and recommend appropriate solutions.
• Engage with internal experts and wealth solutions managers to identify growth opportunities, including cross-selling and referrals.
• Prepare or oversee comprehensive financial plans, develop retirement projections, and follow up to ensure plans remain relevant over time.

Your Team

National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. We bring together a community of specialists who work in an agile, proactive, and collaborative way to seize opportunities, stay at the forefront of industry practices, and continuously improve processes.

Requirements

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.

Additional required languages

English

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Industries

Banking

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