Investment Analyst
3 weeks ago
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. 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 want to offer an accessible, barrier-free workplace 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.
Why Work at National Bank?
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.
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