Asset & Investment Analyst

3 weeks ago

London, Canada Banque Nationale du Canada Full time
p>A career as an Investment Analyst at National Bank Financial – Wealth Management means that you’ll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. In this position, you’ll use your analytical mind and passion for finance to have a positive impact on our organization. Your role is to bring value to our clients by strategically managing their investments.Responsibilities
  • 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
  • Stay up to date on the latest economic news
  • Help managers prepare recommendations for new clients
  • Contribute actively to the preparation of bi-monthly investment committee meetings
Prerequisites
  • Bachelor's degree in Finance or a related field
  • Three years of experience in the securities industry
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course
  • CFA and/or CIM designation
  • Knowledge of Croesus 8+ asset
Skills

Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, 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.

  • 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
Inclusivity Commitment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. p>Why Work at National Bank?

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