Analyst

Banque Nationale du Canada; Richelieu; Hybrid; CAD 45,000 - 68,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

Groupe Financier Ménard Cardinal, part of National Bank Financial Wealth Management, is seeking an Analyst who loves data and analysis to support advisors and contribute to an outstanding client experience. You will analyze financial data, prepare planning files, and help with wealth management processes.

Over time, you will develop your expertise and grow into an advisory role, taking responsibility for a portfolio with less complex needs under supervision.

Qualifications

• College diploma or university degree.
• CIRO accreditation (CIRE or formerly CSC).
• F.Pl. designation or currently working toward obtaining it.
• Relevant experience in financial services.
• Strong analytical, organizational, and time-management skills.

Responsibilities

• Collect, organize and analyze clients’ financial data.
• Prepare financial planning files and supporting documentation for advisors.
• Support advisors in preparing for client meetings.
• Contribute to the development of financial and wealth management recommendations.
• Perform administrative follow-ups and ensure client information is kept up to date.
• Collaborate with the team to deliver an exceptional client experience.
• Gradually take responsibility for less complex client files under supervision.
• Contribute to the team’s ongoing development and the continuous improvement of internal processes.

Skills

Artificial Intelligence

Diversity & Inclusion

Teamwork

Cybersecurity

Empathy

Initiative

Learning Agility

Resiliency

Education

College diploma or university degree

Job description

Groupe Financier Ménard Cardinal, part of National Bank Financial Wealth Management, is a team of wealth management advisors based in Saint-Jean-sur-Richelieu. As our team continues to grow, we are looking for an Analyst who is passionate about data and analysis and wants to contribute to an outstanding client experience while playing an active role in our team’s success.

You will support our advisors by analyzing financial information, preparing financial planning files, and contributing to various wealth management processes. This role will allow you to develop your expertise and, over time, grow into an advisory role and take responsibility for a portfolio of clients with less complex needs.

Your Role

• Collect, organize and analyze clients’ financial data.
• Prepare financial planning files and supporting documentation for advisors.
• Support advisors in preparing for client meetings.
• Contribute to the development of financial and wealth management recommendations.
• Perform administrative follow-ups and ensure client information is kept up to date.
• Collaborate with the team to deliver an exceptional client experience.
• Gradually take responsibility for less complex client files under supervision.
• Contribute to the team’s ongoing development and the continuous improvement of internal processes.

Requirements

• College diploma and/or university degree.
• Relevant experience in financial services.
• CIRO accreditation (CIRE or formerly CSC).
• Financial Planner (F.Pl.) designation or currently working toward obtaining it.
• Strong interest in wealth management, financial planning and advisory services.
• Strong analytical, organizational and time-management skills, with a high degree of autonomy and attention to detail.
• Proactive attitude, entrepreneurial mindset and a commitment to professional development.
• Excellent client service skills and a strong drive to succeed.

Languages

French

Skills

• Artificial Intelligence
• Diversity & Inclusion
• Teamwork
• Cybersecurity
• Empathy
• Initiative
• Learning Agility
• Resiliency

Benefits

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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