Wealth Management Operations Analyst

Area(s) of interest: Wealth management, Operations

Location(s): Montreal

A career as a Wealth Management Analyst within Investment Operations means contributing to the quality and seamless execution of transactions while becoming an essential operational partner to the teams that work directly with clients to manage their financial and wealth needs.
You will learn to build expertise in today’s operations, understand the needs behind each request, and develop the skills that will shape tomorrow’s operations: analysis, judgment, collaboration, continuous improvement, and digital agility.

Your Role

As a Wealth Management Analyst within Investment Operations, you will take ownership of, analyze, and process requests related to investment products and transactions.
You will gather and validate information, apply established methods, and ensure thorough follow-up with partners. Beyond execution, you will seek to understand the underlying need, identify exceptions, help resolve pain points, and contribute to the evolution of processes and tools.
This role is a gateway to a diverse career in operations, partner experience, transformation, automation, and emerging technologies.
You will

• Take ownership of, analyze, process, and follow up on requests related to investment products and transactions.
• Gather, compile, and validate required information in accordance with established procedures, controls, quality standards, and priorities.
• Perform routine analyses using the available models, methods, and tools.
• Research relevant information, make the necessary connections, and propose approaches suited to the situations encountered.
• Identify discrepancies, risks, or exceptions and promptly escal(e) them to the appropriate level.
• Understand the need behind the request and collaborate with front-line Wealth Management teams and internal partners to facilitate its resolution.
• Clearly communicate facts, requirements, and next steps.
• Document solutions, share knowledge, and contribute to the team’s collective learning.
• Identify recurring pain points or requests and recommend improvements to processes, tools, or communications.
• Use digital tools responsibly and effectively to optimize work and the partner experience.

Your team

Our team is made up of many professionals who play a key role in ensuring the reliability and integrity of operations.

Our goal is to offer you maximum flexibility in your work in order to promote your quality of life. This is particularly reflected in the organisation of working time to balance work and personal life, as well as in flexible leave when it counts.

We invest in our people’s development and offer several opportunities for growth based on your interests:

• Operational expertise
• Partner and client experience
• Transformation and continuous improvement
• Automation, data, and emerging technologies
• Leadership

Prerequisites

• A three-year college diploma in a relevant field and up to three years of experience, or a relevant bachelor’s degree.
• Basic knowledge of operations, administration, financial services, or a regulated environment is an asset.
• Proficiency with Microsoft 365 tools.
• Knowledge of investments or financial markets is an asset.
• Ability to work independently in a structured environment.

Languages

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

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• Analytical Skills
• Communication
• Conflict Resolution
• Continuous Improvement
• Critical Thinking
• Partner Management
• Problem Solving
• Stress Management
• Teamwork
• Learning Agility
• Adaptability
• Rigor
• Information Technology
• Solutions Collaboration
• Customer Centricity

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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