Senior Analyst in Wealth Management - Saint-Georges - National Bank

    National Bank
    National Bank Saint-Georges

    4 days ago

    Description

    National Bank Financial’s Wealth Management division offers various roles within its teams.

    1. 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.
    2. 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.

  • Work in company

    Senior Analyst in Wealth Management

    Only for registered members

    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, ...

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