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Added 6 mins ago
AI
Business Systems Analyst – Salesforce
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- Full-time
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Added 21 mins ago
IT Project Manager
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Prior work experience as a Business, Systems or Applications Analyst
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- $60,000 to $70,000 CAD / year
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Added 21 mins ago
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Business Analyst with Adobe AEM app experience
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- Full-time
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Added 36 mins ago
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- Full-time
Added 36 mins ago
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Intermediate Cost Analyst
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Low Latency Java Developer, Vice President
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Senior Financial Analyst, Syndicate Accounting
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Business Anlayst- Capital Markets
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Added 1 hour ago
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Data Analyst
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Added 1 hour ago
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Maintenance Repair Analyst
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Added 1 hour ago
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Senior Product Development Analyst
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- Full-time
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Added 1 hour ago
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Accounting Associate
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Added 1 hour ago
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- Full-time
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Added 1 hour ago
MT
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- Full-time

National Bank of Canada

Analyst

Saint-Jean-sur-Richelieu, QC, Canada
St-Jean-Sur-Richelieu, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 8, 2026
Posting language: English
Posted: Oct 9, 2026

Original 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
Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* 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?

Join us!

Apply About employer

More about this job

Responsibilities

Collect, organize, and analyze client financial data; prepare financial planning files and documentation; and support advisors with client meeting preparation and recommendations. Maintain client records, handle follow-ups, contribute to process improvements, and gradually manage less complex client files under supervision.

Requirements

A college diploma and/or university degree, relevant financial services experience, CIRO accreditation (CIRE or formerly CSC), and an F.Pl. designation or progress toward obtaining it are required. The role calls for a strong interest in wealth management and financial planning, analytical and organizational ability, autonomy, attention to detail, initiative, and excellent client service.

Skills

Financial Analysis
Financial Planning
Wealth Management
Data Analysis
Organization
Time Management
Autonomy
Attention To Detail
Client Service
Initiative
Learning Agility
Resiliency
Teamwork
Empathy
Artificial Intelligence
Cybersecurity

Benefits

Health And Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Financial Analysis
Client Financial Data
Financial Services
CIRO Accreditation
CIRE
Canadian Securities Course
Financial Planner Designation
Client Service
Financial Recommendations
Portfolio Management
Client Meetings
Administrative Follow-Up
Process Improvement
Artificial Intelligence
Cybersecurity
Diversity And Inclusion
Empathy
Initiative
Learning Agility
Resiliency
Teamwork

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