Investment Portfolio Strategist
3 weeks ago
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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