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 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 recent 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
Benefits 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.
Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Industries Banking
We’re inviting interested candidates to apply and join our team.

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📌 Senior Analyst Wealth Management (Quebec City)
🏢 National Bank of Canada
📍 Quebec City