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