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Investment Analyst

3 months ago

London, Ontario, Canada Banque Nationale du Canada Full time

A career as an **Investment Analyst** at **National Bank Financial – Wealth Management** offers the opportunity to be part of a team of 1,000 investment advisors in Canada's 5th largest investment brokerage firm. This role allows you to leverage your analytical skills and financial passion to make a positive impact within our organization, providing value to clients through strategic investment management.

  • Analyze and monitor individual stocks, exchange-traded funds, investment funds, and other securities within investment portfolios
  • Develop and update model portfolios regularly
  • Stay informed on the latest economic developments
  • Assist in creating recommendations for new clients
  • Actively contribute to bi-monthly investment committee meetings

Your team

Join a team of portfolio managers where your role is essential.

We offer diverse learning opportunities for your growth, including practical experiences, training sessions, and collaboration with colleagues of various backgrounds and expertise.

Prerequisites

  • Holder of a Bachelor's degree in Finance or a related field
  • Minimum of three years' experience in the securities industry
  • Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course
  • CFA and/or CIM designation
  • Understanding of Croesus 8+ asset
Skills

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**Accountability** | **Client-focused** | **Communication** | **Diversity & Inclusion** | **Driving Results** | **Emotional Intelligence** | **Empathy** | **Humility** | **Initiative** | **Learning Agility** | **Resiliency** | **Teamwork**

Your benefits

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Alongside competitive pay, you gain access to a variety of flexible benefits upon joining, aimed at enhancing your and your family's wellbeing.

  • Health and wellness programs with multiple options
  • Flexible group insurance coverage
  • Generous pension scheme
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Special banking services
  • Opportunities for community engagement
  • Telemedicine service
  • Virtual sleep clinic

These benefits are only a glimpse of what's available, tailored to align with modern trends and your family's needs, fostering a positive work environment with cutting-edge tools for collaboration. Employee feedback is highly valued, encouraging continuous communication through surveys and programs.

Putting people first:

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**National Bank** prioritizes a human-centric approach, characterized by courage, entrepreneurial spirit, and a profound care for individuals. The core values of partnership, agility, and empowerment drive our mission to enhance the lives of people, with inclusivity at the heart of our commitments. Our workplace is designed to be accessible and supportive for all employees.

We strive for an inclusive recruitment process. Should you need any accommodations, do not hesitate to inform us. We welcome candidates who can contribute uniquely to our team, inviting you to realize your ambitions with us.

Why join National Bank? For a supportive career journey

**National Bank** offers diverse opportunities for advancement and personal growth, providing avenues for learning on the job, mentorship, and interactions with leaders through various internal events and forums.

For an inclusive and diverse workplace

We champion inclusion within an environment that values each individual's unique traits, whether evident or hidden, fostering a culture of celebration and acknowledgment. Sign up for the latest career updates and events, and personalize your job search experience for relevant job alerts.