Enhance your career as a Senior Financial Planning Analyst on the Financial and Estate Planning team at National Bank. Leverage your expertise to impact wealth management positively in a hybrid work workplace.

The Senior Financial Planning

Analyst role demands a specialist approach in supporting financial and estate planning. You will analyze requests, coordinate crucial information, and prepare essential documentation for financial experts. This position is tailored for candidates with strong analytical skills and a proactive mindset in an agile team. Key Responsibilities:

- Analyze financial and estate planning requests for accuracy
- Coordinate collection and validation of client planning data
- Prepare documents and materials for expert financial teams
- Support customer relationship management system activities
- Identify opportunities for process and tool improvements Requirements:
- Degree in Finance or related field
- Minimum three years in financial planning or wealth management
- Proficient in Microsoft Excel
- CFP® or F.Pl. designation in progress
- Knowledge of wealth management practices Leverage your financial expertise and analytical skills to make a real impact at National Bank.

📌 Senior Financial Planning Analyst National Bank (Montreal)
🏢 National Bank of Canada
📍 Montreal