- Senior analysts are responsible for analyzing client financial planning needs proposing tailored solutions writing all types of financial plans retirement projections follow-ups action plan implementation etc.
- The team also participates in activities related to investment advisors’ business development introducing wealth management service offerings forwarding information conducting follow-up calls providing quotes taking orders processing trades adjusting trades etc.
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This position can be offered on a full-time basis or part-time (30 hours per week, equivalent to 4 days). National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400, ...
Saint-Georges1 month ago
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Develop lasting business relationships with members and clients to ensure satisfaction. Provide advice on financial situations and recommend appropriate solutions. Drive results by developing strategies and recommending investments. · Competitive salary, annual bonus, flexible va ...
Saint-Éphrem-de-Beauce Full time1 month ago
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Wealth management advisor responsible for developing lasting business relationships with members and clients to ensure satisfaction. Listen to needs, offer advice, and help choose solutions. · Advise members and clients on best strategies. · Manage business relationships and asse ...
Sainte-Marie3 weeks ago
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As a wealth management advisor you're responsible for developing and maintaining lasting business relationships with members and clients to ensure they're satisfied. · Advise members and clients on the best strategies and work with them to identify expected results. · ...
Sainte-Marie, QC GE J3 weeks ago
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As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. · ...
Saint-Georges Full time1 month ago
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The Financial Services Assistant will help serve, prospect for, solicit, and develop business relationships with members and clients. They will sell securities products based on client needs. · *Competitive salary · *4 weeks of flexible vacation starting in the first year · *Defi ...
Thetford Mines1 month ago
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Wealth Management assistant. Serve and develop business relationships with members and clients. Sell securities products through various channels based on member/client needs. · ...
Sainte-Marie1 month ago
Senior Analyst in Wealth Management - Saint-Georges - National Bank
Description
National Bank Financial’s Wealth Management division offers various roles within its teams.
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Senior Analyst in Wealth Management
Only for registered members Saint-Georges
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Wealth Management Advisor
Full time Only for registered members Saint-Éphrem-de-Beauce
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Wealth Management Advisor,
Only for registered members Sainte-Marie
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Wealth Management Advisor,
Only for registered members Sainte-Marie, QC GE J
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Financial services Agent
Full time Only for registered members Saint-Georges
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Financial Sercives Assistant
Only for registered members Thetford Mines
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Financial Sercives Assistant
Only for registered members Sainte-Marie