Investment Portfolio Strategist

3 weeks ago


London, Ontario, Canada NBC Full time
Investment Portfolio Strategist Role

At National Bank Financial – Wealth Management, we're seeking a skilled Investment Portfolio Strategist to join our team of 1,000 investment advisors. As a key member of our organization, you'll play a vital role in strategically managing investment portfolios and bringing value to our clients.

Your responsibilities will include:

  • Analyzing and tracking individual stocks, exchange-traded funds, investment funds, and other securities in investment portfolios
  • Creating and regularly updating model portfolios to optimize investment returns
  • Tracking portfolio performance and producing financial reports to inform investment decisions
  • Staying up-to-date on the latest economic news and market trends to ensure informed investment strategies
  • Collaborating with managers to prepare recommendations for new clients and contribute to the preparation of bi-monthly investment committee meetings

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 for this role include:

  • 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

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 people's 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.



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