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Investment Analyst
1 month ago
A career as an Investment Analyst at National Bank Financial – Wealth Management offers a unique opportunity to join a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada.
Your Role
- Analyze and track individual stocks, exchange-traded funds, investment funds, and other securities that may be included in investment portfolios.
- Create and regularly update model portfolios based on market trends and client needs.
- Track portfolio performance and provide regular updates to clients and management.
- Produce comprehensive financial reports to help inform investment decisions.
- Stay up-to-date on the latest economic news and market analysis.
- Contribute to the preparation of bi-monthly investment committee meetings by providing research and recommendations.
- Collaborate with portfolio managers to develop strategic investment plans for new clients.
Your Team
You will join a dynamic team of portfolio managers where you will play a vital role in driving business growth. Our team is dedicated to delivering exceptional client experiences and fostering a culture of innovation and collaboration.
Requirements
- Bachelor's degree in Finance or a related field.
- Three years of experience in the securities industry, preferably in a similar role.
- Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course.
- CFA and/or CIM designation, highly preferred.
- Knowledge of Croesus 8+ asset management platform.
Your Benefits
- Comprehensive health and wellness program, including flexible options.
- Generous pension plan and employee share ownership plan.
- Flexible group insurance and employee assistance program.
- Preferential banking services and opportunities to get involved in community initiatives.
- Access to cutting-edge collaboration tools and a dynamic work environment.
We are committed to creating a barrier-free workplace that is accessible to all employees. If you require accommodation during the recruitment process, please let us know.
