National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. Since 1902, we've been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients' assets. Our network includes 850 investment advisors in close to 100 branches from Victoria to Halifax.

Join the Tremblay Bergeron team! As a Senior Wealth in Management Analyst, your role will be to work closely with other team members and support them in providing their services to clients. 

What will your day-to-day tasks be?

• Identifying and reviewing clients' financial planning needs and proposing suitable solutions
• Writing up all types of financial plans (partial and complete) 
• Preparing retirement projections and following up with clients
• Working with clients to develop action plans tailored to their situation and overseeing their application in conjunction with clients' external professionals
• Building trusting relationships with clients to foster their loyalty and generating new asset inflows  
• Identifying and acting on business opportunities, namely in financial security

• Bachelor's degree and 5 years of relevant experience OR master's degree and 3 years of relevant experience
• Sound knowledge of the investment and wealth management industry, an asset
• French and English bilingualism, spoken and written, essential (or an asset) - concept of essential vs asset will depend on the region

Interested in the position? Apply now!

Your benefits 

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family: 

• Health and wellness program, including many benefits 

• Flexible group insurance 

• Defined benefit pension plan 

• Employee Share Ownership Plan 

• Employee and family assistance program 

• Preferred banking services 

• Volunteer program 

• Telemedicine 

• Virtual sleep clinic 

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic