Become a Financial Analyst at Groupe Financier Ménard Cardinal in Saint-Jean-sur-Richelieu. Support wealth management advisors by analyzing data and enhancing client experience every day.
This analyst role involves collaborating with a team focused on providing exceptional wealth management services. From data analysis to preparing financial planning documentation, you will play a key role in client interactions and strategic recommendations. Over time, you will develop the expertise needed to manage a portfolio of clients with simpler needs.
Key Responsibilities:
- Collect and analyze financial data of clients
- Prepare financial planning files and documentation
- Support advisors during client meetings
- Contribute to financial and wealth management strategies
- Ensure client information is accurate and up-to-date
Requirements:
- College or university degree in finance or related field
- Relevant experience in financial services sector
- CIRO accreditation (CIRE or CSC)
- Working toward Financial Planner (F.Pl.) designation
- Excellent analytical and client service skills
Develop your analytical skills while enhancing the overall client experience at Groupe Financier Ménard Cardinal.
Financial Analyst at Groupe Financier Ménard Cardinal in Saint-Jean-sur-Richelieu employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
