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 clientsPrepare financial planning files and documentationSupport advisors during client meetingsContribute to financial and wealth management strategiesEnsure client information is accurate and up-to-dateRequirements:College or university degree in finance or related fieldRelevant experience in financial services sectorCIRO accreditation (CIRE or CSC)Working toward Financial Planner (F.Pl.) designationExcellent analytical and client service skillsDevelop 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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