Investment Analyst
Description
This role involves working as an Investment Analyst within National Bank Financial – Wealth Management, specifically with the Brunet Gilbert Paquet Financial Group team. The analyst will use their analytical skills and passion for finance to strategically manage client investments and contribute value to the organization.
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 and 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 (asset).
Knowledge of Croesus 8+ (asset).
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
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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