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 (Saint-Jean-sur-Richelieu)
🏢 National Bank of Canada
📍 Saint-Jean-sur-Richelieu
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