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analyst, investments
Title posted on Jobillico - Senior Wealth Management Analyst
Posted on December 05, 2024 by Employer details National Bank
Job details
<p><strong><span></span></strong></p><div><p><span>A career as a Senior Wealth Management Analyst at National Bank Financial - Wealth Management, within the McGale Duquette Durand Dufour team, means contributing to the development of innovative financial strategies that make a tangible impact on our clients' lives. This role allows you to leverage your expertise in finance and wealth management in a collaborative and stimulating environment.</span></p><p><strong><span>Your Role</span></strong><span></span></p><ul> <li><span>Collaborate closely with other team members and support them in preparing client files and delivering high-quality services.</span></li> <li><span>Assess and identify client needs in financial planning and propose tailored solutions.</span></li> <li><span>Draft various types of financial plans (partial and comprehensive).</span></li> <li><span>Prepare retirement projections and provide personalized follow-ups with clients.</span></li> <li><span>Work with clients to develop action plans suited to their situation and oversee implementation in collaboration with their external professionals.</span></li> <li><span>Build trust-based relationships with clients to ensure their loyalty and generate new asset inflows.</span></li> <li><span>Identify and highlight business opportunities, particularly in financial security.</span></li> </ul><p><strong><span>Your Team</span></strong><span><br> The McGale Duquette Durand Dufour team is known for its personalized approach and commitment to excellence. With a collaborative and innovative culture, we promote continuous learning and professional development. Joining our team means working alongside colleagues who are passionate about wealth management.<br> We offer a hybrid and flexible work environment designed to help you balance your professional and personal life while achieving your career goals.</span></p><p><strong><span>Requirements</span></strong><span></span></p><ul> <li><span>Hold a university degree in finance, wealth management, economics, or a related field.</span></li> <li><span>Have at least 5 years of experience in wealth management, financial analysis, or a similar role.</span></li> <li><span>Successfully completed the Canadian Securities Course (CSC).</span></li> <li><span>CFA designation is an asset.</span></li> <li><span>Proficient with financial tools and investment management platforms.</span></li> <li><span>Strong knowledge of financial products, investment strategies, and tax-related matters.</span></li> <li><span>Communicate effectively, both orally and in writing, and demonstrate advanced analytical skills.</span></li> </ul><span></span></div><p><span></span></p> <div><strong>Your benefits</strong></div> <div> <div>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. </div> <div> </div> <div>* Health and wellness program, including many options</div> <div>* Flexible group insurance</div> <div>* Generous pension plan</div> <div>* Employee Share Ownership Plan</div> <div>* Employee and Family Assistance Program</div> <div>* Preferential banking services</div> <div>* Opportunities to get involved in community initiatives</div> <div>* Telemedicine service</div> <div>* Virtual sleep clinic </div> <div> </div> <div>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. </div> <div> </div> <div>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.</div> <div> </div> <div><strong>We're putting people first</strong></div> <div>We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for p- LocationGranby, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14942501
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