Senior Estate & Wealth Planning Analyst (Montreal)

Senior Estate & Wealth Planning Analyst (Montreal)

12 Sep
|
Banque Nationale du Canada
|
Montreal

12 Sep

Banque Nationale du Canada

Montreal

Banque Nationale du Canada is seeking a Senior Analyst in Financial and Estate Planning in Montreal. The role focuses on acting as a specialist in financial and estate planning support within the Wealth Management team, driving high-quality analysis, file coordination and information management to enhance client experiences. You will collaborate with Investment Advisors, planners and other stakeholders, while contributing to continuous improvement initiatives and leveraging training resources to

📌 Senior Estate & Wealth Planning Analyst (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal

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