Investment Portfolio Manager
2 weeks ago
As an Investment Portfolio Manager at National Bank Financial – Wealth Management, you will be responsible for strategically managing investment portfolios to bring value to our clients. Your analytical mind and passion for finance will be essential in this role.
Key Responsibilities:
- Analyze and track individual stocks, exchange-traded funds, investment funds, and other securities 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
Our Team
You will join a team of portfolio managers where you will 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
To be successful in this role, you will need:
- 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
We are looking for candidates with the following 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, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include:
- 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
We're Putting People First
We are 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.
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