Investment Analyst

A career as an Investment Analyst at National Bank Financial – Wealth Management means joining one of Canada’s top investment firms and contributing directly to a high-performing advisory practice. You’ll bring analytical strength, financial insight, and attention to detail to a client-focused environment. This role is designed to provide support across investment operations, client portfolio management, and compliance execution .

Your Job

- Support the advisor in the preparation of personalized proposals and recommendations for clients and prospects
- Prepare for client meetings by assembling agendas, portfolio reports, and notes
- Review client portfolios for rebalancing, excess cash, GIC maturities, and switch candidates
- Maintain KYP documentation and compliance records within Salesforce
- Analyze and track individual stocks, ETFs, investment funds, and model portfolios
- Suggest consolidation opportunities to simplify client holdings
- Draft investment commentary and assist with quarterly client updates
- Coordinate new client onboarding activities and ensure CRM accuracy
- Follow up on client communications, tax checklists, and KYC updates
- Contribute to research summaries from earnings calls, analyst reports, and macroeconomic updates
- Stay up to date on the latest economic and market trends
- Other duties as assigned

Your team

You’ll join an established, high-performing advisory team that emphasizes building strong client relationships, with a disciplined investment philosophy and a focus on delivering high-quality service and support. We offer a wide range of development opportunities including hands-on experience and training courses.

Prerequisites

- Bachelor’s degree in Finance or related field
- 5+ years of experience in the securities or wealth management industry
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
- CFA and/or CIM designation preferred
- WME completion an asset
- Experience using Salesforce; knowledge of Croesus an asset
- Strong understanding of portfolio construction, compliance workflows, and CRM discipline
- Professional communication skills and a focus on service excellence
- Highly organized, detail-oriented, and comfortable working in a fast-paced environment

Languages:

Skills

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Analytics Communication Critical Thinking Financial Markets Investments Multitasking Organization Skills Problem Solving Proposal Generation Stress Management Teamwork Time Management Wealth Management Client-focused Detail-oriented

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

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* 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

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

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