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 setting at National Bank.

📌 Senior Financial Planning Analyst At National Bank Montreal
🏢 Bilinguallink
📍 Montreal