Job Description & How to Apply Below
Attendance
On-Site
Job number
29556
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
19-Nov-2025
Area(s) of interest: Wealth management
Location(s): Kelowna
A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial planning, experience in client relationship management, and ability to coordinate multidisciplinary teams.
Your Role
- Coordinate and prioritize client requests, ensuring all administrative needs are fully addressed.
- Collaborate closely with the lead advisor to implement service plans, prepare meetings, and draft tailored proposals.
- Maintain up-to-date knowledge of client accounts and suggest improvements to enhance service and deliver added value.
- Assess planning needs (retirement, tax, estate, financial security) and recommend appropriate solutions.
- Engage with internal experts and wealth solutions managers to identify growth opportunities, including cross-selling and referrals.
- Prepare or oversee comprehensive financial plans, develop retirement projections, and follow up to ensure plans remain relevant over time.
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 400,000 clients manage their assets. We bring together a community of specialists who work in an agile, proactive, and collaborative way to seize opportunities, stay at the forefront of industry practices, and continuously improve processes.
Requirements
- Hold a bachelor's degree in business, finance, economics, or a related field and at least 3 years of relevant experience in financial services
- Demonstrated hands-on experience in financial planning preferred (creating plans, retirement projections, follow-up)
- Possess a mutual funds representative (RR) license, an asset
- Master tools and methods for client information gathering, documentation of recommendations, and compliance
- Show solid experience in client service and administrative operations related to wealth management
English
Skills
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Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency
Your benefits
In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Une carrière en tant que Conseiller As a Senior Legal Advisor in the Legal
Position Requirements
10+ Years
work experience
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