Job Description
Overview
Senior Analyst Wealth Management role at National Bank of Canada
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 financia...