Investment Analyst

4 weeks ago

Brossard, Canada National Bank Full time

A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the Richard-Ste-Marie-Roux-Roy team.

Your role :

  • Carry out instructions for deposits, withdrawals, transfers and currency conversions on all investment accounts and ensure rigorous monitoring
  • Analyze and monitor individual securities, exchange-traded funds, investment funds and any other securities that may be included in investment portfolios
  • Ensure compliance of instructions received in accordance with established procedures 
  • Support managers in preparing proposals for new clients
  • Contribute to the preparation of the bimonthly meetings of the investment committee
  • Attend various meetings with different partners both internally and externally and maintain excellent relationships with them

Prerequisites:

  • Hold the Chartered Financial Analyst (CFA) designation or be in the process of obtaining it
  • Completed university degree in finance (or field related to the sector of activity)
  • Valid Securities Course (CSC) and Standards of Conduct Manual Course are essential
  • Excellent knowledge of the Microsoft Office Suite
  • Knowledge of the Crésus 8+ application, an asset
  • Propensity to provide fast and efficient service
  • Sense of organization and priority management
  • Spirit of synthesis, creative and agile
  • Ability to work under pressure

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.
  • 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
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

  • Investment Analyst

    3 days ago

    Brossard, Canada National Bank of Canada Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Investment Analyst

    1 week ago

    Brossard, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Investment Analyst

    4 weeks ago

    Brossard, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Investment Analyst

    2 weeks ago

    Brossard, Canada National Bank Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Investment Analyst

    2 weeks ago

    Brossard, Canada National Bank Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Investment Analyst

    3 weeks ago

    Brossard, Canada Banque Nationale du Canada Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Investment Analyst

    3 weeks ago

    Brossard, Canada Banque Nationale du Canada Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Investment Analyst

    3 weeks ago

    Brossard, Canada Banque Nationale du Canada Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Investment Analyst

    1 week ago

    Brossard, Canada National Bank Full time

    Attendance On-Site Job Number 20530 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Apr-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Wealth management A career as an investment analyst in Wealth Management at National...

  • Investment Analyst

    3 weeks ago

    Brossard, Canada National Bank Full time

    Attendance On-Site Job Number 20530 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Apr-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Wealth management A career as an investment analyst in Wealth Management at National...

  • Investment Analyst

    2 weeks ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Investment Analyst

    4 weeks ago

    Brossard, QC, H1N, Montréal, Canada National Bank Full time

    A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the...

  • Credit Analyst Ii

    2 weeks ago

    Brossard, Canada TD Bank Full time

    **Credit Analyst II**: - 431874BR **Job Category - Primary** - Commercial Banking **Work Location** - 4805 Lapiniere Blvd **Employment Type** - Regular **City** - Brossard **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Commercial Banking services the...

  • Bilingual Service Desk Analyst

    2 weeks ago

    Brossard, Canada Black & McDonald Full time

    ABOUT THIS CAREER OPPORTUNITY Black & McDonald’s Corporate Service Group is growing! If you are an analytical, organized, and detail-oriented professional searching for the opportunity to build a solid foundation for your career, this position is for you. The Bilingual Service Desk Analyst is in Markham/Thornhill, ON and typically reports directly to...

  • Product Security IR Analyst

    1 week ago

    Brossard, Canada Magna International Full time

    Magna International Magna. Forward. For all. Explore how Magna´s advancements in mobility help build a better world for everyone and everything. View company page About usWe see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while...

  • Product Security IR Analyst

    1 week ago

    Brossard, Canada Magna International Full time

    Magna International Magna. Forward. For all. Explore how Magna´s advancements in mobility help build a better world for everyone and everything. View company page About usWe see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while...

  • Product Security IR Analyst

    3 weeks ago

    Brossard, Canada Magna International Full time

    Magna International Magna. Forward. For all. Explore how Magna´s advancements in mobility help build a better world for everyone and everything. View company page About usWe see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while...

  • Product Security IR Analyst

    3 weeks ago

    Brossard, Canada Magna International Full time

    Magna International Magna. Forward. For all. Explore how Magna´s advancements in mobility help build a better world for everyone and everything. View company page About usWe see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while...

  • Product Security IR Analyst

    3 weeks ago

    Brossard, Canada Magna International Full time

    Magna International Magna. Forward. For all. Explore how Magna´s advancements in mobility help build a better world for everyone and everything. View company page About usWe see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while...

  • Analyste financier

    1 month ago

    Brossard, Canada HUB International Full time

    Vivez votre PASSION chez HUB International À travers notre réseau de plus de 535 bureaux en Amérique du Nord, HUB International vous offre un environnement de travail compétitif, stimulant et convivial qui positionne stratégiquement nos employés pour leur longévité et leur succès. POURQUOI CHOISIR HUB? Chez HUB, nous croyons qu’il est important...