Investment Analyst

Area of Interest: Wealth management  

A career as an Investment Analyst at National Bank Financial – Wealth Management, means that you’ll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. In this position, you’ll use your analytical mind and passion for finance to have a positive impact on our organization. Your role is to bring value to our clients by strategically managing their investments.

Your job

• 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
• 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

Your team

You’ll join a team of portfolio managers where you’ll 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

• 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

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

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