Investment Analyst
2 days ago
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 Track portfolio performance Produce financial reports 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 Your team You’ll join a team of portfolio managers where you’ll play an essential role. We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses, and collaboration with colleagues who have varied profiles and expertise. 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 (CSC) and the Conduct and Practices Handbook Course (CPH) CFA and/or CIM designation Knowledge of Croesus 8+ asset Your benefits 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 Additional required languages: English #J-18808-Ljbffr
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Investment Analyst
2 weeks ago
Oakville, Canada Banque Nationale du Canada Full timeA 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...
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Investment Analyst
1 week ago
Oakville, Canada Banque Nationale du Canada Full timeA 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...
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Investment Analyst
2 weeks ago
Oakville, Canada National Bank Full timeAttendance On-Site Job number 30330 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Jan-2026 Area(s) of interest: Wealth management Location(s): Oakville A career as an Investment Analyst at National Bank Financial – Wealth Management, means that...
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Investment Analyst: Build Strategic Portfolios
2 weeks ago
Oakville, Canada Banque Nationale du Canada Full timeA major financial institution in Canada is seeking an Investment Analyst to join its Wealth Management team. This role focuses on analyzing and managing investments for clients, requiring a Bachelor’s degree in Finance and three years of experience in the securities industry. Candidates should have knowledge of Croesus 8+ and be familiar with investment...
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Oakville, Canada Banque Nationale du Canada Full timeA major financial institution in Canada is seeking an Investment Analyst to join its Wealth Management team. This role focuses on analyzing and managing investments for clients, requiring a Bachelor’s degree in Finance and three years of experience in the securities industry. Candidates should have knowledge of Croesus 8+ and be familiar with investment...
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Investment Analyst — Portfolio Strategy
2 days ago
Oakville, Canada National Bank of Canada Full timeA leading financial institution in Oakville is seeking an Investment Analyst to join their team. In this role, you will analyze individual stocks, ETFs, and other securities to create and update model portfolios. The ideal candidate will have a Bachelor's degree in Finance, three years of experience in the securities industry, and possess relevant...
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Finance Analyst, Investment Operations
4 days ago
Oakville, Canada Sagen Full timeJob Summary Reporting to the Director, Investment Accounting and Operations, the role of Finance Analyst, Investment Operations, will assist with the day-to-day activities of investment operations as well as providing ongoing support to the Controllership team as required. **Responsibilities**: - Following established procedures and processes, assist with...
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Research Analyst
2 weeks ago
Oakville, Canada Skyline Group of Companies Full timeWe’re growing!! And looking for a passionate, driven, and energetic candidate to join our team for the position of Research Analyst, Wealth located in Oakville, Ontario!Job Description:Looking for a change? Want to make your mark in a fast-paced, professional and fun environment? As a Research Analyst, Wealth, you will be responsible for collecting,...
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Research Analyst
2 weeks ago
Oakville, Canada Skyline Group of Companies Full timeWe’re growing!! And looking for a passionate, driven, and energetic candidate to join our team for the position of Research Analyst, Wealth located in Oakville, Ontario! Job Description Looking for a change? Want to make your mark in a fast-paced, professional and fun environment? As a Research Analyst, Wealth, you will be responsible for collecting,...
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Research Analyst
2 weeks ago
Oakville, Canada Skyline Group of Companies Full timeWe're growing And looking for a passionate, driven, and energetic candidate to join our team for the position of Research Analyst, Wealth located in Oakville, Ontario ! Job Description: Looking for a change? Want to make your mark in a fast-paced, professional and fun environment? As a Research Analyst, Wealth, you will be responsible for collecting,...
