Join Groupe Financier Ménard Cardinal as a Wealth Management Analyst in Saint-Jean-sur-Richelieu. Utilize your analytical skills to enhance client experiences and support advisors in financial planning processes.
In this role, you will gather and analyze financial data, prepare planning files, and assist advisors in client meetings. Your contributions will help develop wealth management recommendations and ensure comprehensive follow-up on client information. The position also offers growth opportunities towards an advisory role supporting less complex client portfolios over time.
Key Responsibilities:
• Collect and organize clients’ financial data
• Prepare financial planning files for advisors




• Assist in meeting preparations with clients
• Contribute to wealth management recommendations
• Maintain up-to-date client information
Requirements:
• College diploma or university degree
• Relevant experience in financial services
• CIRO accreditation or working towards it
• Solid interest in wealth management
• Excellent client service and analytical skills
Bring your passion for data and client service to Groupe Financier Ménard Cardinal in Saint-Jean-sur-Richelieu.
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📌 Wealth Management Analyst Saint-Jean-sur-Richelieu
🏢 Banque Nationale du Canada
📍 Richelieu