Investment Analyst

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 (CSC) and the Conduct and Practices Handbook Course (CPH) or CIRE (Canadian Investment Regulatory Exam)
• CFA and/or CIM designation
• Excellent interpersonal and communication skills
• Comfortable with technological tools