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Investment Analyst
1 month ago
A career as an Investment Analyst at National Bank Financial – Wealth Management means you'll be part of a team of 1,000 investment advisors in Canada's 5th largest investment brokerage firm. In this position, you'll use your analytical mind and passion for finance to positively impact the organization.
Responsibilities- Analyze individual stocks, exchange-traded funds, investment funds, and other securities in investment portfolios
- Create and update model portfolios
- Stay current on economic news
- Help managers prepare client recommendations
- Contribute to bi-monthly investment committee meetings
- Bachelor's degree in Finance or a related field
- Three years of experience in the securities industry
- Certificate in Canadian Securities Course and Conduct and Practices Handbook Course
- CFA and/or CIM designation
- Knowledge of Croesus 8+ asset management system
We value accountability, client focus, communication, diversity, results-driven approach, emotional intelligence, empathy, humility, initiative, adaptability, resilience, and teamwork.
BenefitsIn addition to competitive compensation, you're eligible for a range of flexible benefits that promote your wellbeing and that of your family.
- Health and wellness program with various options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities for community involvement
- Telemedicine service
- Virtual sleep clinic
We're a bank that values courage, entrepreneurship, and people. Our mission is to make a positive impact on people's lives. We're guided by partnership, agility, and empowerment principles, and we prioritize inclusivity. We strive to create an accessible workplace for all employees and aim for a fully accessible recruitment process. If you require accommodations, please let us know during our initial conversations.
Why Work at National Bank?You'll find diverse opportunities for growth and development, including on-the-job training, mentorship, professional support, and internal career days.