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 environment.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 robust analytical skills and a proactive mindset in an agile team.Key Responsibilities:Analyze financial and estate planning requests for accuracyCoordinate collection and validation of client planning dataPrepare documents and materials for expert financial teamsSupport customer relationship management system activitiesIdentify opportunities for process and tool improvementsRequirements:Degree in Finance or related fieldMinimum three years in financial planning or wealth managementProficient in Microsoft ExcelCFP® or F.Pl. designation in progressKnowledge of wealth management practicesLeverage 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