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 dataPrepare financial planning files for advisorsAssist in meeting preparations with clientsContribute to wealth management recommendationsMaintain up-to-date client informationRequirements:College diploma or university degreeRelevant experience in financial servicesCIRO accreditation or working towards itStrong interest in wealth managementExcellent client service and analytical skillsBring your passion for data and client service to Groupe Financier Ménard Cardinal in Saint-Jean-sur-Richelieu.

📌 Wealth Management Analyst Saint-Jean-Sur-Richelieu (Saint-Blaise-sur-Richelieu)
🏢 Banque Nationale du Canada
📍 Saint-Blaise-sur-Richelieu