Drive impact in wealth management as a Senior Financial Planning Analyst for National Bank's Financial and Estate Planning team. Utilize your financial expertise to support advisors and enhance client planning. In this pivotal role, you will analyze financial requests from Investment Advisors, ensuring data quality and accuracy. Collaborate with a national team to streamline processes and improve client experiences.

Your role involves coordinating file information, preparing documentation, and aiding in ongoing operational activities. Key Responsibilities:

- Analyze and validate financial and estate planning requests
- Coordinate information collection and follow-up processes
- Prepare detailed financial documentation and support materials
- Support CRM activities and administrative functions
- Identify continuous improvement opportunities for practices Requirements:
- Degree in Finance or related field
- Minimum three years’ experience in financial planning
- Proficient in Microsoft Excel
- Working towards CFP® or F.Pl. designation preferred
- Knowledge of wealth management practices required Leverage your financial analysis skills while contributing to a cooperative environment at National Bank.

📌 Senior Financial Planning Analyst at National Bank (Montreal)
🏢 Bilinguallink
📍 Montreal