Senior Analyst 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

• Bachelor’s degree with 4 years of relevant experience OR Master’s degree with 1 year of relevant experience
• IQPF Financial Planner designation is an asset
• Knowledge of wealth management and investment products
• Proven experience in client advisory services
• Ability to adapt to change
• Excellent interpersonal and communication skills