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 prospects 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.

📌 Wealth Management Analyst Saint Jean Sur Richelieu
🏢 Banque Nationale du Canada
📍 Richelieu