Investment Analyst
Description
The Investment Analyst at National Bank Financial – Wealth Management will join a team of 1,000 investment advisors within Canada's 5th largest investment brokerage. The role involves leveraging analytical skills and financial passion to strategically manage client investments and positively impact the organization. The analyst will also be part of a team of portfolio managers, with opportunities for continuous learning and development through hands-on experience, training, and collaboration.
What We're Looking For
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
Ideal Candidate
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
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
Full-Time
Benefits
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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