First seen by our source: just now
Analyst
@ NATIONAL BANK OF CANADA
Saint-Jean-sur-Richelieu, Quebec
Overview
National Bank of Canada, through its wealth management team Groupe Financier Ménard Cardinal in Saint-Jean-sur-Richelieu, is hiring an Analyst to support advisors by analyzing clients' financial data and preparing financial planning files. The role offers a path toward an advisory position with a portfolio of less complex clients. French is required, and the posting states CIRO accreditation and a Financial Planner (F.Pl.) designation or working toward it.
Responsibilities:
- Collecter et analyser les données financières des clients
- Préparer les dossiers de planification financière
- Soutenir les conseillers avant les rencontres clients
- Effectuer le suivi administratif des dossiers
Requirements summary:
- Diplôme collégial et/ou universitaire
- Expérience pertinente en services financiers
- Accréditation CIRO (CIRE ou CSC)
- Désignation F.Pl. ou en voie de l'obtenir
- Excellentes habiletés analytiques et organisationnelles
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French |
| Licences & certifications | CIRO accreditation (CIRE or CSC), Financial Planner (F.Pl.) designation |
| Education | College diploma (required), Bachelor’s degree (required) |
| Perks mentioned | Flexible hours, Retirement plan, Stock or equity, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
NATIONAL BANK OF CANADA
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies. Together we can achieve great things and create a positive impact. Want to learn more about us? For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
- LinkedIn followers
- 293,456
- People associated on LinkedIn
- 18,893
- Reported office locations
- 800 Rue Saint-Jacques, Montreal, Quebec H3C 1A3, CA
- Business categories
- Wealth Management
- Finance
- Digital Marketing
- Banking
- Fraud Detection
- Personal Finance
- Insurance
- FinTech
- Financial Services
- Customer Service
- Other recorded names
- National Bank of Canada
- NATIONAL
- Specialties
- Bancaire
- Investissement
- Courtage
- Assurance
- Technologie de l'information
- Données
- Conformité
- Entreprise
- Hypothèque
- Service client
- Trésorerie
- Gestion privée
- Retraite
- Banking
- Finance
- Trading
- Mastercard
- Investment
- Insurance
- Trust
- Information technology
- Client data
- Compliance
- Commercial banking
- Mortgage
- Retirement
- Private banking
- Customer service
- and Treasury
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Montreal, Quebec |
| Organization type | Public Company |
| Specialties | BancaireInvestissementCourtageAssuranceTechnologie de l'informationDonnéesConformitéEntrepriseHypothèqueService client |
| Open jobs on Jobsy | 497 |
| View page |
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!
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