Groupe Financier Ménard Cardinal, part of National Bank Financial Wealth Management, is a team of wealth management advisors based in Saint-Jean-sur-Richelieu.As our team continues to grow, we are ...
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Groupe Financier Ménard Cardinal, part of National Bank Financial Wealth Management, is a team of wealth management advisors based in Saint-Jean-sur-Richelieu. As our team continues to grow, we are looking for an Analyst who is passionate about data and analysis and wants to contribute to an outstanding client experience while playing an active role in our team’s success.
You will support our advisors by analyzing financial information, preparing financial planning files, and contributing to various wealth management processes. This role will allow you to develop your expertise and, over time, grow into an advisory role and take responsibility for a portfolio of clients with less complex needs.
Your Role
- Collect, organize and analyze clients’ financial data.
- Prepare financial planning files and supporting documentation for advisors.
- Support advisors in preparing for client meetings.
- Contribute to the development of financial and wealth management recommendations.
- Perform administrative follow-ups and ensure client information is kept up to date.
- Collaborate with the team to deliver an exceptional client experience.
- Gradually take responsibility for less complex client files under supervision.
- Contribute to the team’s ongoing development and the continuous improvement of internal processes.
Requirements
- College diploma and/or university degree.
- Relevant experience in financial services.
- CIRO accreditation (CIRE or formerly CSC).
- Financial Planner (F.Pl.) designation or currently working toward obtaining it.
- Strong interest in wealth management, financial planning and advisory services.
- Strong analytical, organizational and time-management skills, with a high degree of autonomy and attention to detail.
- Proactive attitude, entrepreneurial mindset and a commitment to professional development.
- Excellent client service skills and a strong drive to succeed.
Languages:
French
Skills
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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 such as:
- Health and wellness program, including many options
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
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Analyst (Hybrid) in Saint-Jean-sur-Richelieu employer: National Bank
National Bank is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. As the Strategic Vice-President for Private Banking in Ontario, you will not only lead a talented sales team but also benefit from extensive professional development opportunities and a strong commitment to employee growth. With a focus on delivering top-tier financial services, you'll be part of a culture that values excellence and empowers you to make a meaningful impact in the lives of high net worth clients.
