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.
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📌 Financial Analyst at Groupe Financier Ménard Cardinal (Quebec City)
🏢 National Bank of Canada
📍 Quebec City
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