Investment Analyst

Banque Nationale du Canada; Brossard; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

National Bank Financial - Wealth Management in Canada is seeking an Investment Analyst to join a team of 1,000 investment advisors. You will analyze securities, create model portfolios, and stay current on economic news to inform client investments.

You'll contribute to recommendations for new clients and participate in bi-monthly investment committee meetings, while collaborating with portfolio managers and enjoying strong learning opportunities.

Qualifications

• Bachelor's degree in Finance or a related field.
• Three years of experience in the securities industry.
• CSC and CPH or CIRE (Canadian Investment Regulatory Exam).
• CFA and/or CIM designation.
• Excellent interpersonal and communication skills.
• Comfortable with technological tools.

Responsibilities

• Analyze and track individual stocks, ETFs, investment funds and other securities.
• Create and regularly update model portfolios.
• Stay up to date on the latest economic news.
• Help managers prepare recommendations for new clients.
• Contribute to bi-monthly investment committee meetings.

Skills

Analytics

Financial Markets

Investments

Multitasking

Problem Solving

Teamwork

Digital literacy

Learning Agility

Detail-oriented

Education

Bachelor's degree in Finance or related field

CSC/CPH or CIRE

CFA and/or CIM designation

Tools

Technological tools

Job description

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.

• 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
• 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

Languages:

French

Skills

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Analytics Critical Thinking Financial Markets Investments Multitasking Organization Skills Problem Solving Teamwork Wealth Management Accountability Detail-oriented Digital literacy Initiative Learning Agility Resiliency

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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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